If you’re juggling accounts in Salesforce and spending too much time copying info into Revegy, you’re not alone. Managing sales data in two places is a pain—and double entry leads to mistakes. This guide is for sales ops folks, admins, and anyone who wants to stop living in spreadsheets and actually make these two systems work together. If you want a clear, honest path to integrating Revegy with Salesforce (without drowning in vendor-speak), you’re in the right place.
Why Bother Integrating Revegy and Salesforce?
Let’s be real: Salesforce is the source of truth for most customer data, but it’s not great for visualizing complex account plans or mapping relationships. That’s Revegy’s whole pitch. But keeping the two in sync is tedious if you’re doing it by hand. Integration means:
- No more manual data entry between systems
- Fewer errors and out-of-date records
- Sales teams can actually use account maps without guessing what’s current
- Management gets one version of the truth
Of course, no integration is ever “seamless” out of the box—expect some hiccups. But if you follow the steps below and keep it simple, you’ll save headaches later.
Step 1: Get Clear on What You Actually Need to Sync
Before you even touch any settings, define what you really want the integration to do. Don’t just connect everything “because you can.” More data = more mess. Here’s what most teams care about:
- Accounts: Basic info (name, ID, owner)
- Contacts: Who’s who, roles, emails, etc.
- Opportunities: Deal info, stage, amount
- Activities: Meetings, calls, notes (optional—often gets messy)
Pro tip: Sit down with your sales team and ask what they actually use in Revegy. Sync only what matters to them.
What to ignore: Don’t bother syncing fields nobody uses. And don’t try to sync custom objects unless you have a solid use case.
Step 2: Check Your Revegy and Salesforce Editions
Not all versions play nicely together. You’ll need:
- Salesforce: Enterprise Edition or higher gives you access to the API (required for integrations). If you’re on Professional or lower, stop and check your licensing.
- Revegy: Make sure your plan includes API access or the Salesforce Connector. (Hint: Not all do.)
If you’re unsure, ask both vendors for documentation. Don’t assume you have what you need.
Step 3: Prep Your Data (Don’t Skip This!)
If your Salesforce data is a mess, integration will just double your problems. Take a quick audit:
- Are account and contact records standardized (no weird naming, duplicates, etc.)?
- Are there obvious junk fields or outdated info?
- Do your Salesforce users have the right permissions?
Clean up now. It’s way easier to fix before you turn on syncing.
Step 4: Set Up the Salesforce Connection in Revegy
Let’s get into the actual nuts and bolts.
A. Create a Salesforce Integration User
Don’t use your own login for the integration. Create a dedicated user in Salesforce:
- Give it only the permissions needed for the sync (read/write on Accounts, Contacts, Opportunities, etc.)
- Set a strong password and never share it
- Make sure API access is enabled for this user
Why bother? If you leave the company or change your password, the integration won’t break.
B. Get Your Salesforce API Credentials
You’ll need:
- Username and password for your integration user
- Security token (Salesforce sends this to your email)
- Salesforce instance URL
C. In Revegy: Configure the Salesforce Connector
Inside Revegy, find the Salesforce integration or connector settings (it’s usually under Admin or Integrations):
- Plug in the API credentials you just created
- Choose which Salesforce objects to sync (start with Accounts and Contacts)
- Map the fields you want to pull over (don’t go wild—start simple)
Heads up: Some Revegy setups require a connector app from the Salesforce AppExchange. If so, install it from Salesforce first, then finish the config in Revegy.
Step 5: Set Up Field Mapping and Sync Rules
This is where most integrations get messy. Don’t just accept the defaults—think about how fields actually match up.
- Map only the fields you need (e.g., Salesforce “Account Name” → Revegy “Company Name”)
- Watch out for mismatches (e.g., picklists in Salesforce vs. free text in Revegy)
- Decide on sync direction: One-way (Salesforce to Revegy) is safer to start. Two-way sync can cause conflicts if not carefully managed.
If you’re not sure, mock up a spreadsheet with both systems’ fields side by side. It’s boring, but it’ll save you hours of cleanup later.
Step 6: Test with a Sandbox First
Never launch this in production without testing. Use a Salesforce Sandbox environment if you have one.
- Run a sync with a handful of test records
- Check Revegy: Did the accounts and contacts show up? Are fields correct?
- Make edits in Salesforce, sync again—do changes flow through?
- Try the reverse if you want two-way sync
If you spot weirdness: Stop and fix your mapping or permissions before going live. Don’t let “good enough” slide—bad data spreads fast.
Step 7: Go Live—But Monitor Everything
Once you’ve ironed out the kinks in testing:
- Enable the sync in production
- Watch the first few runs closely—set aside time to actually check the results
- Ask your sales team for feedback: Are they seeing what they expect? Any missing records?
- Set up alerts for sync errors (most connectors offer this—use it)
You’re not done after go-live. Plan to review after a week, then monthly. Integrations drift as your systems change.
Step 8: Train Your Users (and Set Expectations)
Integration isn’t magic. People need to know what’s synced, what isn’t, and where to update info.
- Run a quick training session or send a cheat sheet
- Make it clear which system is the “master” for each data type
- Tell users what not to do (e.g., don’t edit certain fields in Revegy if Salesforce is the source)
If you skip this step, expect confusion and bad data.
Honest Take: What Works, What Doesn’t, and What to Ignore
What Works
- One-way sync from Salesforce to Revegy is stable and reduces errors
- Field mapping is flexible if you take time to set it up
- Revegy’s account mapping features are actually useful once you have good data
What Doesn’t
- Two-way sync is risky—conflicts and overwrites happen unless you’re strict about rules
- Syncing activities (calls, emails) is often more trouble than it’s worth
- Out-of-the-box connectors rarely cover every use case—expect to do some manual tweaking
What to Ignore
- Don’t try to sync every custom object or field “just in case.” Less is more.
- Ignore sales pitches about “zero-maintenance” integrations. You’ll need to check and tweak things over time.
Keep It Simple and Iterate
Don’t go for a big-bang rollout. Get the basics working—Accounts and Contacts synced, no duplicate data—and build from there. Keep your integration tight, check it regularly, and don’t be afraid to cut features if they’re causing more trouble than they’re worth. The goal is less busywork, not more bells and whistles.
Take a breath, start small, and you’ll have Revegy and Salesforce working together without pulling your hair out.