If you’re reading this, you’ve probably got Salesforce CRM running your sales ops and you’re interested in syncing that data with Aviso to get AI-powered forecasting, pipeline insights, or just a less painful way to wrangle your numbers. Good news: it’s doable—but it’s not “just click here and magic happens.” This guide walks you through what works, what’s a headache, and how to keep things from falling over.
This is for admins, ops folks, or anyone who has to actually make the data flow. You don’t need to be a developer, but you do need admin access in both Salesforce and Aviso.
Step 1: Know What You’re Getting Into
Before you start, take a minute to get clear on why you’re integrating Salesforce and Aviso. Aviso promises “AI-guided revenue intelligence,” but the nuts and bolts are: it pulls in Salesforce data (like Opportunities, Accounts, Activities), runs its models, and shows you forecasts and insights.
What works: - You’ll get near real-time sync for most standard objects. - Aviso can show you pipeline risk and forecast changes based on your live Salesforce data.
What doesn’t: - Custom objects and fields can be tricky. - Syncs aren’t always instant—think every 15 minutes to hourly. - You might hit Salesforce API limits if you’re syncing a ton.
What to ignore:
Don’t get lost in the promises of “seamless AI” until you’ve seen the data actually sync. Focus on just getting the basics flowing first.
Step 2: Prep Your Salesforce Org
Aviso connects to Salesforce using OAuth, so you’ll need admin rights. Here’s what to check before you go further:
- User Permissions:
Make sure you’ve got a Salesforce user with “API Enabled” and “Modify All Data” (or at least read access to the objects you want to sync). - API Access:
If you’re on Salesforce Essentials or a highly restricted edition, confirm your plan allows API access. No API, no sync. - Data Hygiene:
Garbage in, garbage out. Aviso will pull whatever Salesforce has—even stale or junk data. Clean up old Opportunities and Accounts if you care about forecast accuracy. - Custom Fields/Objects:
Make a list of any non-standard fields you want Aviso to see. Otherwise, only standard stuff (like Account, Opportunity, Contact) will sync by default. - Record Types and Validation Rules:
If you’ve got wild validation rules or custom record types, flag them. They can break syncs or cause weird errors later.
Pro tip:
Create a dedicated “integration user” in Salesforce for Aviso. That way, you can track what the sync actually changes, and you won’t get locked out if someone leaves the company.
Step 3: Prep Your Aviso Account
Log into your Aviso admin panel. You’ll need admin access here too.
- Find the Integration Setup:
Usually under “Settings,” look for “Integrations” or “Connectors.” There should be an option for Salesforce. - Review Supported Objects:
Check what Aviso can and can’t sync. Standard objects are safe; anything custom, you’ll need to map later. - Enable Sandbox/Test Mode:
If you’re nervous, start with a Salesforce sandbox—not production. That way, you can see what Aviso pulls before you let it touch real data.
Step 4: Connect Salesforce to Aviso
Here’s where things get real.
- Initiate Connection:
In Aviso, click “Connect to Salesforce.” You’ll be sent to Salesforce’s OAuth screen. - Login as Integration User:
Use the Salesforce user you set up earlier. Approve all permissions Aviso asks for (read, write, API access). - Pick Objects to Sync:
Aviso will ask what to bring over—usually Opportunities, Accounts, Contacts, Activities. Select the bare minimum to start. - Map Custom Fields:
If you want custom fields synced, you’ll need to manually map them. Aviso’s UI isn’t always the friendliest here, so double-check that you’re mapping the right field types (picklists, currency, etc.). - Set Sync Frequency:
Default is usually every 15 minutes or hourly. Don’t crank it up unless you know your Salesforce API limits. - Test the Connection:
Run a test sync. Check the logs in both systems for any errors.
Common Gotchas:
- API Limits:
Salesforce has daily API call limits. If Aviso tries to sync too often, you’ll get errors or delays—and maybe break other integrations.
- Field Permissions:
If you see “field not accessible” errors, it’s usually a permissions issue on the Salesforce side.
- Data Volume:
First sync can take hours if you’ve got years of data. Be patient.
Step 5: Verify Data Synchronization
Don’t just trust the “Connected” label. Actually check if your data’s flowing.
- Pick a Few Records:
Create or update a few Opportunities or Accounts in Salesforce. Wait for the sync window, then check if they show up in Aviso. - Compare Key Fields:
Spot-check fields like Close Date, Opportunity Stage, Amount, and Owner. If they don’t match, check your mappings. - Look for Errors:
Aviso will usually show sync errors in its dashboard. Don’t ignore them—they won’t fix themselves.
Pro tip:
If something’s not syncing, check Salesforce field-level security. Even admins can miss this, and it’s a common reason data goes missing.
Step 6: Tuning and Troubleshooting
Now that the basics are working, you’ll probably want to tweak things.
- Add More Fields or Objects:
Once you trust the sync, slowly add more custom fields or objects. Go slow—errors can get messy fast. - Set Up Notifications:
Aviso can alert you if syncs fail. Set these up so you’re not flying blind. - Limit What You Sync:
Don’t sync every historical record “just because.” More data means slower syncs and more API usage. - Monitor API Usage:
In Salesforce, go to Setup > System Overview. Keep an eye on API calls—Aviso is chatty, and you don’t want to lock out your team.
What to ignore:
Don’t get sucked into tuning every field or object right away. Start simple, prove it works, and then expand.
Step 7: Keep It Simple (and Don’t Set and Forget)
You’re done—for now. But integrations love to break quietly. Make a habit of checking sync logs every week, especially after major Salesforce changes (new fields, workflows, or validation rules).
Quick checklist: - Did new Salesforce fields show up in Aviso? - Are all expected records syncing? - Any new errors in Aviso’s logs? - Are API limits OK?
If things go sideways, don’t panic. Usually, it’s a permissions tweak or an unmapped field.
Summary: Don’t Overthink It
Integrating Salesforce CRM with Aviso isn’t rocket science, but it’s not “set and forget,” either. Start small, focus on syncing just what you need, and watch for errors before you go all-in. Skip the hype—real value comes from clean, reliable data flowing between your systems, not from flipping every switch or syncing every field. Iterate, keep it simple, and you’ll get more out of both tools—without the headaches.