Salesforce integration
Salesforce customer onboarding that starts at Closed Won
Connect Salesforce to OnboardingCustomers with OAuth and every Opportunity that reaches Closed Won starts a customer onboarding. Opportunity fields are imported into the plan, the customer gets a branded portal, and onboarding stage, go-live date and health are written back to the Opportunity. Salesforce is available on Growth and above.
Salesforce Opportunity to onboarding
Last sync 2 min ago- StageNameClosed Won Trigger, create onboarding
- Amount$112,500 Contract value
- OpportunityLineItemPayroll, Time Off Products and plan template
- OwnerIdMei Tanaka Implementation owner
- CloseDateOct 9 Kickoff window start
- Onboarding_Health__cAt risk Written back, every health change
What the integration does
OAuth connect
A Salesforce user approves access. No passwords or keys stored by your team.
Closed Won trigger
An Opportunity reaching Closed Won creates the onboarding.
Opportunity field import
Account name, products, amount, quantities and dates fill the plan.
Write back
Onboarding stage, go-live date and health appear on the Opportunity.
Salesforce customer onboarding without a second pipeline
Many Salesforce teams try to run onboarding inside Salesforce itself. They add an onboarding stage picklist, a custom object for implementation tasks or a queue of cases. Internally that works for a while. The problem appears on the other side: the customer cannot see any of it. Their tasks arrive by email, their documents come back as attachments, and the implementation manager spends the first week of every project copying things between Salesforce, a spreadsheet and the inbox.
OnboardingCustomers keeps Salesforce as the system of record for the Opportunity and adds what Salesforce is not built to do: a plan generated from the Opportunity, a branded portal where customer contacts complete their own tasks, document requests, e-signatures and kickoff scheduling. The fields that matter to sales, finance and leadership go back to the Opportunity.
Who benefits
- Account executives see whether their customer is on track without asking the implementation team for status.
- Revenue operations can report on go-live dates by quarter, since revenue often starts at go-live.
- Implementation managers stop retyping Opportunity details into a plan.
- Customer contacts get one portal instead of a dozen email threads.
An example with a Salesforce Opportunity
Atlas Dental Group, a fictional 12-location dental group, buys a practice management suite from a software vendor that sells through Salesforce.
Opportunity marked Closed Won
Practice suite, 12 locations, imaging add-on, target go-live in 8 weeks. Three contacts on the Opportunity, including the operations director.
Plan and portal ready
The plan has a location rollout phase per clinic group, an imaging integration phase because the add-on was sold, and customer tasks for the patient data export and staff list.
Progress on the Opportunity
Onboarding stage Configuration, go-live date in 8 weeks, health at risk because the kickoff is not booked yet. The account executive nudges the operations director.
The plan itself comes from the AI onboarding plan, which reads the Opportunity the same way it reads a pasted SOW. Your implementation team then runs it alongside every other active account in implementation management.
Salesforce features by plan
| Capability | Growth | Scale | Enterprise |
|---|---|---|---|
| OAuth connect and Closed Won trigger | Yes | Yes | Yes |
| Opportunity field import | Standard fields | Standard and mapped fields | Mapped fields and custom objects |
| Write back of stage, go-live date, health | Yes | Yes | Yes |
| SSO with SAML for your team | No | No | Yes |
| Price billed yearly | $199 per month | $499 per month | $1,499 per month |
Measuring onboarding in Salesforce
Once go-live dates sit on the Opportunity, the number most leadership teams ask for becomes easy to report: how many days pass between Closed Won and go-live, by segment, product and quarter. That is your time to value, and shortening it brings revenue forward. OnboardingCustomers shows the same metric inside the product, broken down by phase, so you can see which part of onboarding to fix first.
Setting up the Salesforce connection
- Open Integrations in your OnboardingCustomers workspace and choose Salesforce.
- Sign in with a Salesforce user that can read Opportunities and update the fields you write back, and approve the OAuth request.
- Choose the Closed Won stage that starts onboarding.
- Save at least one onboarding template so the first Opportunity gets a full plan.
From then on, each Closed Won Opportunity creates an onboarding with its fields imported, and progress flows back as the plan moves.
When the customer side matters most
The integration pays off most for companies where a new account needs work from the customer before it can go live: data exports, access to other systems, named admins, signed addenda, training attendance. Those tasks live in the customer portal with reminders, while Salesforce keeps the commercial record. If your team sells implementations for a SaaS product, the SaaS customer onboarding page shows a complete plan built from a closed deal.
Frequently asked questions
Still deciding? Write to [email protected] and a person on our team answers.
Which plan includes the Salesforce integration?
How is Salesforce connected?
What is written back to the Opportunity?
Can a Salesforce field choose the onboarding template?
Do customer contacts need Salesforce access?
Connect Salesforce and start onboarding at Closed Won
Create a Growth account, connect Salesforce with OAuth and the next Closed Won Opportunity arrives with a plan, a portal and its go-live date written back.