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How to connect Salesforce to access your Buyer Engagement Dashboard

  • Updated

Revenue Insights is used to measure the direct influence of your sales content and enablement initiatives on pipeline and closed-won deals. Learn how to set up Revenue Insights and use all the features available to leverage Unified Deal Intelligence.

Prerequisites:

  • You must have Trackable Links enabled. Contact your CSM or support@spekit.co if needed.
  • Create a dedicated Salesforce Integration User to manage the connection. This improves security, ensures better tracking, and minimizes disruptions if individual user accounts change.
  • Authenticate the connection using only the Integration User for a stable, consistent link between the two platforms.

 

📌 Quick-Jump Topics

 

1. Connect Salesforce Instance (Salesforce Admin Required)

Important: Salesforce Sandbox connections are not currently supported. This setup must be completed by a Salesforce Admin using dedicated Integration User credentials. 

  1. Open the Spekit Web App.
  2. Navigate to Settings.
  3. Click Connect.
  4. Find the CRM Revenue Insights for Shared Content tile.

  5. Click Connect to Salesforce.

    Screenshot 2025-05-13 at 7.09.01 PM.png

  6. Log in to Salesforce when prompted to complete the authentication using the Integration User.

Integration Purpose: 

This connection allows Spekit to link external buyer engagement data (from Trackable Links or Deal Rooms) directly back to data associated with specific Accounts, Users, Contacts, and Opportunities within your Salesforce instance.

Salesforce Permissions Required:

  • Access the identity URL service
  • Manage user data via APIs
  • Perform requests at any time
  • Read Access to the following Salesforce objects:
    1. Account
    2. Opportunity
    3. Contact
    4. User

 

2. Map Required Fields and Sync Data

Initial Field Mapping (Aligning Data)

Field mapping is essential for ensuring that Spekit is tracking data against the correct objects and fields in Salesforce. The initial step occurs immediately after authentication.

  1. The field mapping step will be presented after authentication.
  2. Review the pre-selected default field mappings to ensure accurate data syncing between Spekit and your Salesforce:
    • Account: Name, Revenue, & Industry
    • User: Username, Email, & Is Active
    • Opportunity: Stage name, Status, Is Closed, Name, Close Date, & Deal Size
    • Contact: Title, Department, Email, First Name, & Last Name
  3. If necessary, adjust mappings by selecting relevant custom fields from your Salesforce instance. For example, if Amount is not the correct Salesforce Field to capture the Deal Size of your opportunities then you'll want to map Deal Size to a different Salesforce field. 
  4. Click Exit (X) to save your initial field mappings.

 

Updating Field Mapping (Maintenance)

  1. To adjust mappings later, open the Spekit Web App, navigate to Settings, and click Field Mapping.

    Screenshot 2025-05-13 at 7.13.18 PM copy.png

  2. A pop-up will appear showing a list of objects. Click into each object to review and manage the field mappings (Spekit fields on the left, Salesforce fields on the right).
  3. Click Make Selections next to any field you’d like to reconfigure.
  4. Adjust the mapping by selecting the appropriate custom field from your Salesforce instance.
  5. Click the Exit (X) button—your changes will be saved automatically.

 

Initial Field Mapping (Aligning Data)

Once mapping is complete, you must initiate the initial data sync to pull Salesforce records into Spekit for use with Trackable Links and Analytics.

  1. Open the Spekit Web App.
  2. Navigate to Settings.

  3. Click Sync Salesforce Data.

    Screenshot 2025-05-13 at 7.13.18 PM.png

  4. A notification will confirm the sync has started. You will be notified in the Spekit Web App and Chrome Extension once the sync is complete.

 

3. How to Validate Your Data

After the sync, validate that Salesforce data is correctly populating the Trackable Links sharing options:

  1. Open a piece of content that can be shared externally (e.g., a Spek or File).
  2. Click the share arrow and select Externally.
  3. Verify that synced Salesforce data (Accounts, Opportunities) appears correctly in the company dropdown, confirming the connection is active and data is flowing.
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Note on Data Prioritization: When presenting options in the dropdown, Trackable Links intelligently prioritizes data based on:

  • Recent activity within your Salesforce instance.
  • Opportunities where you are the owner.

 

4. Track Performance and Measure Revenue Impact

Leverage the integrated dashboards to analyze content performance, buyer engagement, and its direct influence on pipeline.

Accessing Trackable Links Overview

This provides rep-level data on content sharing success:

  1. Open the Spekit Web App.
  2. Hover over My Hub, and select Trackable Links.

The overview table includes crucial deal details like opportunity amount, date viewed, and total views. Click into a company for a detailed breakdown: connected Salesforce opportunity data, total views/viewers, time spent, and recent buyer activity.

 

Buyer Engagement Analytics Dashboard

This organizational dashboard provides high-level revenue impact insights (Admin/Enablement access):

  1. Navigate to the Analytics tab and click on Buyer Engagement.
Insight Category Key Metrics and Value
Revenue Impact Track influence on closed-won deals and pipeline. Identify the top content that directly impacts revenue, enabling sales and marketing to optimize strategy.
Content Engagement Track top engaged content by external buyers and content most shared by internal teams.
Company-Level Engagement Insights into buyer behavior, including data on total content sent and top engaged companies and departments.
Trackable Links Adoption Overview Monitor internal usage, including total links sent and unique users adopting the feature.
Individual Content Interactions Track detailed metrics, such as internal vs. external views and time-based engagement for content accuracy checks.

 

 

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