You can connect your Salesforce account with ProfitWell in order to push customer subscription revenue data into Salesforce accounts and contacts. For details on compatibility, please see end of page.*
For success in connection, please ensure that you are on a compatible edition of Salesforce, and that the REST API is enabled for your organization. For optimal performance, continue the steps below as a "System Admin" user.
To get started from within ProfitWell, you can follow these steps:
1. Go to ProfitWell > Account Settings > Integrations.
![](https://files.helpdocs.io/gvtU4sx5eD/articles/qb50s0fz86/1607078881082/screen-shot-2020-11-16-at-11-01-08.png)
2. Select the Salesforce add-on card and hit "GET STARTED".
![](https://files.helpdocs.io/gvtU4sx5eD/articles/qb50s0fz86/1607078897818/screen-shot-2020-11-16-at-11-01-23.png)
3. Allow ProfitWell to access your Salesforce account in order to connect the data. We recommend that you OAuth through a "System Admin" user for this step.
![](https://files.helpdocs.io/gvtU4sx5eD/articles/qb50s0fz86/1607078985552/screen-shot-2020-11-16-at-11-01-43.png)
4. After connecting, you should be receiving a confirmation email to notify you as soon as your data has properly synced. This could take up to 3 hours or so, depending on the queue size at the moment.
![](https://files.helpdocs.io/gvtU4sx5eD/articles/qb50s0fz86/1607079015588/screen-shot-2020-11-16-at-11-02-04.png)
5. Your Salesforce card will display "syncing" as the status until the data is fully ingested into Salesforce.
![](https://files.helpdocs.io/gvtU4sx5eD/articles/qb50s0fz86/1607079083346/screen-shot-2020-11-16-at-11-02-18.png)
6. When the integration has successfully connected all the data, you will see this green checkmark.
![](https://files.helpdocs.io/gvtU4sx5eD/articles/qb50s0fz86/1607079185045/screen-shot-2020-12-04-at-00-52-19.png)
ProfitWell <> Salesforce compatibility notes:
*Currently, the integration is compatible with the following Salesforce editions: Enterprise, Unlimited, Developer, Performance, Database.com and select versions of Salesforce Classic and Lightning Experience.
For Group and Professional editions, please enable the add-on paid feature within Salesforce. Force.com plans do not have API access at this time.