A Salesforce opportunity tracks pending or actual revenue from a sale. After you set up the Salesforce connector, your Salesforce opportunities become available in Account Engagement for ROI reporting. This feature is available as part of the connector, and doesn’t have to be enabled.
Required Editions
| Available in: All Account Engagement Editions |
How It Works
When you create a Salesforce opportunity with a contact role that’s associated with a prospect, we create a read-only opportunity in Account Engagement. The Account Engagement Campaign field refers to the first prospect’s source campaign. That record is the only Account Engagement opportunity for the Salesforce opportunity, even when other contacts are added. Future contacts are added to the Account Engagement opportunity as prospects.
Opportunities are managed in Salesforce only. Each time you edit or delete an opportunity in Salesforce or its lifecycle stage changes, the updates appear in Account Engagement after the next sync. When an opportunity is won or lost, the status change appears on the prospect’s record as a prospect activity.
To disable opportunity syncing, contact Salesforce Customer Support.
Considerations
- Opportunities are created at the prospect account-level. To sync a Salesforce opportunity that’s associated with a person account, add the person account as the opportunity contact role.
- Only one opportunity is created in Account Engagement, even if the CRM opportunity is tied to multiple contacts. All corresponding prospects are tied to the same opportunity.
- After an opportunity is marked Closed Lost, Close Dates that are set in the future remain unchanged in Account Engagement, even if the Close Dates are edited later in Salesforce. As a result, Engagement History Reports can be impacted.
- Opportunity Field Mapping
Some default opportunity fields are pre-mapped to Salesforce. - Use Custom Opportunity Fields in Automations
You can use custom opportunity fields in automation and segmentation rules. The prospect opportunity rule criteria uses relation group functionality that lets users define multiple rules. When used with the Match All rule type, the opportunity must match all criteria for that prospect to be considered a match.