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    Integrations

    CRM

    OnePlan + Salesforce

    Salesforce is a CRM for customers, opportunities and sales. Its data feeds the revenue forecast.

    Connector availability: confirm it in your demo.

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    01Data that usually comes from Salesforce

    • Customers
    • Opportunities and their stage
    • Closed sales by period

    02How it gets into OnePlan

    1. 01

      Map

      You match its accounts and fields with the model's.

    2. 02

      Validate

      Every row is validated before it enters; anything that doesn't fit is flagged.

    3. 03

      Load

      Validated data comes into the model.

    Excel and CSV are always available: if the connector is not in your scope, the data still comes in from a file.

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