Sync Salesforce Reports directly to your
OKR progress — automatically
Close the gap between your CRM pipeline and your strategy. Pull live Salesforce report data into your OKR key results — no manual updates needed.
Rated 4.7/5 by 500+ Strategy Leaders on
Why integrate
What you can do with Salesforce + Profit.co
Auto-update Revenue Key Results
Salesforce report data checks in your OKR progress automatically. No spreadsheets, no manual exports, no chasing your sales team for the latest pipeline numbers.
Real-time Pipeline Visibility
Pull live metrics from any Salesforce report column directly into your KPI dashboards. See whether revenue targets are on track the moment the data changes in your CRM.
Formula-driven Accountability
Use report-based columns or custom formula calculations — SUM, AVG, MIN, MAX, COUNT — to derive the exact metric that drives each key result. Accountability becomes data-driven, not anecdotal.
Already using Salesforce?
Connect it to Profit.co in under 10 minutes — no developer required.
Data sync
What data syncs
Salesforce Reports
Any published Salesforce report can be connected to a key result. Profit.co reads the report’s column values and maps them to Increase KPI, Decrease KPI, or Control KPI key result types.
Report Columns
Select a specific column from any Salesforce report to drive OKR progress. Column data is read directly from your report — no transformation, export, or manual entry required.
Formula-Based Calculations
Create custom KPI values using aggregation functions (SUM, AVG, MIN, MAX, COUNT) across report variables. Derive calculated metrics — like win rate, close rate, or average deal size — and map them directly to key results.
Why combine Salesforce with OKRs?
Salesforce is where your revenue data lives — but without a direct connection to your OKRs, that data never reaches your strategy. This integration closes that gap: live report data from Salesforce feeds directly into your OKR key results, so your pipeline progress and strategic targets stay in sync automatically.
Getting started
Set up in 3 steps
No developer required. You’re live in under 10 minutes.
1
Enable in Settings
Go to Settings → Integrations → Connectors, select the User Level tab, and enable the Salesforce toggle. Then navigate to Preferences → Integrations and click the Salesforce Manage button to begin the connection.
2
Sign in to Salesforce
Click Sign in to Salesforce and enter your Salesforce username and password. Your Salesforce account must use the same email address registered on Profit.co for the connection to succeed.
3
Map it to a Key Result
Create a Key Result and select Automate Check-in. Choose Salesforce from the connection dropdown, select your Report Name and Report Column, then choose Report-Based or Formula-Based calculation. Click Add — and you’re live.
Enterprise grade security
Keep your company’s data secure and compliant with industry-leading security standards and certifications.
Have questions?
We got answers.
Yes. The Salesforce Reports integration is built directly into Profit.co at the User Level. You connect using your Salesforce credentials — no third-party middleware or developer involvement is required.
Yes. Once connected, select “Automate Check-in” on any Key Result and choose Salesforce from the connection dropdown. Select your report name and column — or build a formula — and Profit.co will pull the latest data on every check-in.
Profit.co reads column values from any published Salesforce report. You can use Report-Based data (a direct column value) or Formula-Based calculations using aggregation functions — SUM, AVG, MIN, MAX, and COUNT — across your report variables.
The Salesforce Reports integration supports three key result types: Increase KPI, Decrease KPI, and Control KPI. These cover the most common revenue tracking scenarios — pipeline growth, churn reduction, and target maintenance.
The Salesforce integration is included in all Profit.co paid plans. You can explore it during your free 30 days trial — no credit card is required to start.
No. Setup takes under 10 minutes and requires no code. You need your Salesforce login credentials and the same email address used to register your Profit.co account. No API keys or developer access are involved.
Yes. The Salesforce integration is configured at the User Level, so individual team members can each connect their own Salesforce account to track their personal key results independently of other users.
Yes. Profit.co is SOC 2 Type II certified and GDPR compliant. All data transferred between Salesforce and Profit.co is encrypted in transit and at rest. Review the full security overview at profit.co/data-security.
Can’t find your answers?
Get in touch with us we are happy to assist you!
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Learn more →Make Salesforce data work
for your strategy
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