Connect Salesforce

Connecting Salesforce brings your accounts, opportunities, contacts, and win/loss outcomes into Playwise HQ and keeps them in sync — so reps see live opportunities beside the right battlecard. This guide walks through the whole setup, screen by screen.

What you’ll do

1. Authorise Playwise HQ to access Salesforce.
2. Let Playwise HQ auto-configure your field mappings.
3. Review and adjust field mappings, reference data, users, and win/loss reasons.
4. Optionally import specific Salesforce records.
5. Complete setup to switch sync on.

Set aside about 10–15 minutes. Nothing syncs until you complete setup, so you can leave and come back.

Before you start

• You need the Admin role in Playwise HQ.
• Be signed in to Salesforce as someone who can authorise a connected app.

1. Start the connection

1. In Playwise HQ, click the profile icon in the top-right of the header and choose Integrations.
2. On the Salesforce card, click Connect.
3. On the Connect to Salesforce screen, connecting a test org? Tick Connect to Salesforce Sandbox (for testing) first — leave it clear for your live production org.
4. Click the Connect to Salesforce button. You’ll be sent to Salesforce to sign in and grant access, then returned to Playwise HQ automatically.

2. Let Playwise HQ auto-configure

Playwise HQ now sets things up for you — discovering your Salesforce fields, recommending field mappings, matching reference data, and matching users by email. This takes a few seconds and needs nothing from you. When it finishes, the Review Configuration screen opens.

3. Review your configuration

The Review screen has one card for each part of setup. Work down them — most are already done for you, so you’re mainly confirming and filling gaps.

Field mappings

This controls which Salesforce field feeds each Playwise HQ field. The common fields are already mapped.

1. To check or change them, expand an entity row and click Edit all fields.
2. The editor has a tab per record type: Organization, Opportunity, and Contact.
3. Each row links one Playwise HQ field to a Salesforce field. Use the direction dropdown to choose Bidirectional, To Salesforce, or From Salesforce, and the Select external field dropdown to pick the Salesforce field.
4. Auto-configured fields are read-only — you only fill in any unmapped fields you care about.
5. Click Save Mappings.

Reference data

Playwise HQ lines up your Salesforce lists — Industries, Opportunity Stages, and Opportunity Types — with its own. Each has its own card.

1. Click the card’s button (Review, Set up, or Reconfigure) to open the reconcile panel.
2. Playwise HQ imports the Salesforce values and only asks you to resolve “orphans” — Playwise values still in use that didn’t match. Pick a replacement for each, then apply.

User mapping

This makes sure opportunity ownership syncs to the right person.

1. Click Edit on the User Mapping card.
2. Each row is a Playwise HQ user. Use the Select CRM user dropdown to link them to their Salesforce user — anyone matched by email is already filled in.
3. Turn on the Fallback owner switch for whoever should own records whose owner can’t be matched (it defaults to you).
4. Click Save & Close.

Win/loss reasons

If you record why deals are won or lost in Salesforce, Playwise HQ can pull that in.

1. On the Win/Loss Reasons card, turn on Do you capture win/loss reasons in Salesforce?
2. Click Select Fields, tick each Salesforce field that holds a reason, and set whether each is a Win, Loss, or Both.

Prefer to leave this off? Playwise HQ will simply prompt your team to capture reasons when deals close.

Select Salesforce Records

Salesforce is large, so you can pull in specific records right now rather than waiting for them to sync. On the Select Salesforce Records card, switch between the Accounts, Opportunities, and Contacts tabs, type at least two characters to search, and click Import on each record you want. Importing an opportunity or a contact brings in its parent account automatically.

4. Complete setup

When you’re happy, click Complete Setup.

• If anything essential is missing, Playwise HQ lists it and keeps the button disabled until you fix it.
• Warnings don’t block you — you can complete setup with them showing.

Sync switches on at that point — from then on, changes in Salesforce flow into Playwise HQ and changes in Playwise HQ flow back. Existing records come across as they are created or updated.

Good to know

• Salesforce syncs in near real time using change data capture, so there’s no webhook on/off toggle to manage. You can check its status any time on the integration’s Webhooks tab.
• Sandbox connections are clearly labelled Sandbox on the manage page — connect a fresh integration against production when you’re ready to go live.
• If the connection later shows an error, see Reconnecting a CRM integration.

Related

How CRM sync works

Manage or disconnect a CRM