So, you want to get your real sales data from Salesforce into Boostup without pulling your hair out. Maybe your team is tired of clunky spreadsheets, or you’re trying to get a handle on pipeline health without endless manual updates. If you’re running sales ops, revenue ops, or you’re the unofficial “tech person” at your org, this guide’s for you.
I’ll walk you through the real steps—where things usually go sideways, what actually works, and what you can safely ignore. No fluff, just a clear path to better reporting.
Why bother integrating Salesforce with Boostup?
Salesforce is powerful, but getting clear, actionable reporting out of it is… let’s say, not always fun. Boostup promises to take that data and make it useful—surfacing insights on pipeline risk, forecasting, and rep performance. But here’s the catch: Boostup is only as good as the data you feed it.
A proper integration means:
- Less manual data entry (goodbye, copy-paste drama)
- Fewer data gaps and mismatches
- Reporting you might actually trust
But if you set it up wrong, you’ll get garbage in, garbage out. So let’s do it right.
What you’ll need before you start
Don’t skip this. If you’re missing any of these, you’ll be stuck halfway through.
- Salesforce admin access (not just a user account)
- Boostup admin rights (you need to connect data sources)
- A clear idea of which Salesforce objects/fields matter to your reporting—usually Opportunities, Accounts, Contacts, Activities, and any custom fields you care about
- A test user or test environment if you can swing it (better to break things in a sandbox)
Also, set aside at least an hour. Rushing this leads to headaches.
Step 1: Clean up your Salesforce data (seriously)
You could skip this, but you’ll regret it. Boostup will faithfully ingest whatever’s in Salesforce—bad picklist values, half-filled fields, closed-lost deals with no close date, you name it.
Do this first:
- Review required fields: Opportunities missing “Stage” or “Close Date” will trip up reporting.
- Spot-check recent records: Look for typos, blanks, or weird formatting.
- Get rid of zombie records: Old, dead, or duplicate opportunities just pollute insights.
Pro tip: If you can, run a quick Salesforce report to spot missing data in key fields. Or just filter for blanks in “Stage” or “Amount.” You’ll be amazed (and maybe a little horrified).
Step 2: Map out what you want to sync
Don’t just sync everything “because we can.” More data isn’t better—relevant data is.
- Decide which objects: Most teams start with Opportunities, Accounts, Contacts, and Activities.
- List your must-have fields: Think about what you want to see in Boostup—deal size, stage, owner, forecast category, etc.
- Identify custom fields: If you’ve built custom fields in Salesforce that you want to report on, note them down.
Write this down somewhere. You’ll need it when mapping fields.
Step 3: Connect Salesforce to Boostup
Assuming you have admin rights in both tools, here’s how it usually goes:
- Log into Boostup as an admin.
- Go to Admin > Integrations (or Data Sources).
- Select Salesforce. You’ll see an option to “Connect” or “Add.”
- Authenticate with Salesforce. You’ll need to log in—ideally with a dedicated integration user, not your personal account.
- Grant permissions: Boostup will ask for access to read (and sometimes write) data. You’ll usually need to approve scopes for Opportunities, Accounts, Contacts, Activities, and any custom objects you want.
Watch out for: - Permission errors: If you get stuck, check that your Salesforce user has API access and object permissions. - Sandbox vs. Production: Make sure you’re connecting to the right Salesforce environment. - IP restrictions or MFA: Some orgs have strict security settings. You may need to whitelist Boostup’s IPs or set up OAuth.
Pro tip: Use a separate Salesforce user for integrations. If someone leaves the company, you won’t break reporting for everyone.
Step 4: Map Salesforce fields to Boostup
Here’s where a lot of integrations go sideways. If fields are mismatched, your reports will be nonsense.
- In Boostup, go to the Data Mapping or Field Mapping section.
- For each object (e.g., Opportunity), review the default field mappings.
- Manually map custom fields: If you have custom fields in Salesforce, Boostup may not auto-detect or label them clearly. Match them up carefully.
- Check picklist values: If you use custom values for Stages or Forecast Categories, make sure Boostup understands them.
You can ignore: - Most legacy fields you don’t actually use - Old custom fields that no one remembers building
Double-check: - Date fields (format mismatches can cause headaches) - Owner fields (sometimes these map to user IDs, not names)
Step 5: Set up sync frequency and test
Boostup lets you set how often it pulls data from Salesforce. Faster isn’t always better—real-time sync can hit API limits or pull in half-baked updates.
- Start with hourly or daily sync. This is usually plenty unless you have very fast-moving deals.
- Run a test sync. Pull a small batch of records first. Don’t sync your whole database until you know it works.
- Check for errors: Boostup should show a log of imported records and any mismatches or failures.
Pro tip: Test with a segment of data (like deals from this quarter) before opening the floodgates.
Step 6: Validate your data in Boostup
Don’t trust, verify. Go into Boostup’s reporting and spot-check that what you see matches Salesforce.
- Randomly pick a few deals: Compare fields in Salesforce and Boostup side by side.
- Look for missing or weird data: Are all your stages showing up? Are dollar amounts correct? Any “unknown user” records?
- Check for lag: Make sure updates in Salesforce actually show up in Boostup after the next sync.
If something’s off: - Go back to your field mappings. - Double-check your Salesforce reports for bad data. - Reach out to Boostup support if you find a true bug (they’re usually responsive, but be specific).
Step 7: Roll out to your team (keep it simple)
Once you’re happy with the sync, show your team how to use Boostup for reporting. Don’t overwhelm them with every dashboard on day one.
- Start with core reports: Pipeline health, forecast accuracy, rep activity—whatever matters most.
- Set up alerts or notifications if needed: But keep it minimal. Too many pings and people start ignoring them.
- Gather feedback: Your team will spot weirdness you missed.
Honest takes: What works, what doesn’t
What works: - Once set up, syncing is pretty much automatic. - Boostup surfaces risk and gaps better than Salesforce’s native reports (especially with activities and engagement). - You’ll save serious time vs. manual reporting.
What doesn’t: - Custom Salesforce setups can be a pain—expect to tweak field mappings. - If your Salesforce data is a mess, Boostup can’t magically fix it. - Real-time sync isn’t always worth it (API limits, unnecessary noise).
What to ignore: - Fancy dashboards you don’t actually need - Syncing every single object “just in case” - Overcomplicating field mappings—start simple and add complexity later
Wrapping up: Keep it simple and iterate
Connecting Salesforce and Boostup isn’t rocket science, but it does pay to slow down and get the basics right. Clean data, clear field mapping, and a little testing up front will save you a world of pain later.
Start with a small, focused integration. See what your team actually uses, then expand if you need to. And remember—no tool can fix bad data. Keep it clean, keep it simple, and iterate as you go.