Why connect Salesforce?
Your sales team knows why deals close and why they don't. These win/loss reasons are some of the most valuable product signals you can capture, because they directly connect product gaps to revenue outcomes.
When you connect Salesforce, ProductBet imports reasons from closed opportunities, whether won or lost, and turns them into signals.
What gets captured
ProductBet processes closed Salesforce opportunities and extracts:
- Lost deal reasons - why prospects chose a competitor or decided not to buy
- Won deal factors - what capabilities sealed the deal
Each closed opportunity becomes a signal with context about the deal outcome.
How to connect
Go to Settings > Integrations > Salesforce and click Connect with OAuth. Authorize ProductBet to read your Salesforce opportunity data, and the integration is active.
How it works
Salesforce doesn't use webhooks the same way other tools do. Instead, ProductBet periodically polls your Salesforce instance for newly closed opportunities. This runs automatically in the background.
When a closed opportunity is found, ProductBet reads the close reason fields and processes them into signals.
What to expect
- Signals from Salesforce show up labeled with the deal context
- Lost deal reasons often highlight missing capabilities or competitive gaps, which surface as opportunities
- Won deal factors confirm which parts of your product drive revenue
Troubleshooting
- Not seeing signals? Make sure your sales team is filling in the close reason fields on opportunities. If those fields are empty, there's nothing for ProductBet to capture.
- Connection error? Salesforce tokens can expire. If the integration shows an error, try disconnecting and reconnecting on the Salesforce integration page.