Enrich feedback and insights with customer and company data from Salesforce
Connect Salesforce
in the Sources
page to enrich your customer and company data in Inari with contact and account data. This will pull in fields such as ARR, deal size, and stage for better AI context and prioritization in Inari.
You’ll need to connect your Salesforce account to Inari by pressing Connect
. Confirm the read permissions to allow Inari to read from the customer and account objects in Salesforce.
Once connected, it’s critical to correctly set the Map Account Values
and Map Contact Values
mappings appropriately. Inari will pull in all the contact and account data fields it has access to, choose the best possible option, then you can customize how you’d like to map Salesforce fields into Inari.
The main fields in Inari that need to be mapped to Salesforce:
ARR
or Deal Size
to better estimate importance of insights and issues in InariNew Salesforce data will be synced hourly after connecting your workspace.
Revenue Impact
is tracked per company and can be pulled from multiple sources since it can exist in multiple places:
Revenue Impact
based on the CRM field that is mapped to it.Revenue Impact
can be manually set in the Account
detail panel.Revenue Impact
is manually set, the metric is set based on the Account Persona attached to the account.Deal Type
shows whether the company is an prospective, existing, or churned customer.
If a CRM is connected, Inari will use the deal type attached to the account instead based on which CRM field is mapped to it. If no CRM is connected, Deal Type
can be manually set in the Account
detail panel.
Deal Stage
shows what sales pipeline stage the company is in based on its deal or opportunity.
If a CRM is connected, Inari will use the deal stage attached to the account instead based on which CRM field is mapped to it. If no CRM is connected, Deal Stage
can be manually set in the Account
detail panel.
Enrich feedback and insights with customer and company data from Salesforce
Connect Salesforce
in the Sources
page to enrich your customer and company data in Inari with contact and account data. This will pull in fields such as ARR, deal size, and stage for better AI context and prioritization in Inari.
You’ll need to connect your Salesforce account to Inari by pressing Connect
. Confirm the read permissions to allow Inari to read from the customer and account objects in Salesforce.
Once connected, it’s critical to correctly set the Map Account Values
and Map Contact Values
mappings appropriately. Inari will pull in all the contact and account data fields it has access to, choose the best possible option, then you can customize how you’d like to map Salesforce fields into Inari.
The main fields in Inari that need to be mapped to Salesforce:
ARR
or Deal Size
to better estimate importance of insights and issues in InariNew Salesforce data will be synced hourly after connecting your workspace.
Revenue Impact
is tracked per company and can be pulled from multiple sources since it can exist in multiple places:
Revenue Impact
based on the CRM field that is mapped to it.Revenue Impact
can be manually set in the Account
detail panel.Revenue Impact
is manually set, the metric is set based on the Account Persona attached to the account.Deal Type
shows whether the company is an prospective, existing, or churned customer.
If a CRM is connected, Inari will use the deal type attached to the account instead based on which CRM field is mapped to it. If no CRM is connected, Deal Type
can be manually set in the Account
detail panel.
Deal Stage
shows what sales pipeline stage the company is in based on its deal or opportunity.
If a CRM is connected, Inari will use the deal stage attached to the account instead based on which CRM field is mapped to it. If no CRM is connected, Deal Stage
can be manually set in the Account
detail panel.