Salesforce integration
Revenue forecasting and pipeline analytics for Salesforce.
Connect Salesforce and Pipemetry reconstructs your pipeline point-in-time, keeps it current with live change-data-capture, and turns it into a forecast you can actually explain — set up yourself, working the same day. Read-only, encrypted, and built for SMB and lower-mid-market RevOps.
The connection
A read-only connection you control
Pipemetry connects to Salesforce through an OAuth 2.0 client-credentials flow on an external client app (or an existing connected app), running as a read-only integration user scoped by a permission set. No password sharing, no browser extension, and no write access to your org — Pipemetry only reads the opportunity data it forecasts on, and your credentials are encrypted at rest.
- OAuth 2.0 client-credentials via an external client or connected app — no password sharing
- A read-only integration user, scoped by a permission set
- Reads Opportunities + Opportunity Field History (Amount, Stage, Close Date, Forecast Category)
- Credentials encrypted at rest; read-only — Pipemetry never writes to your org
The moat
Rewind your Salesforce pipeline to any past day
Salesforce reports show the pipeline as it is right now — the past is overwritten as fields change. Pipemetry reads Opportunities plus Opportunity Field History (Amount, Stage, Close Date, Forecast Category) and builds a point-in-time event log, so it can reconstruct exactly what your Salesforce pipeline looked like on any historical date. See what moved since last Monday, what quarter-end coverage really was, or how a deal evolved before it slipped.
- See your Salesforce pipeline as of any past date
- Built from Opportunity Field History, not a nightly snapshot
- Answer “what changed, and when?” with confidence
- Audit how the forecast evolved across a quarter
Always current
Live sync with Salesforce change-data-capture
Once connected, Pipemetry subscribes to Salesforce Change Data Capture — the OpportunityChangeEvent stream over Salesforce's Pub/Sub API — so opportunity edits flow in near-real-time and your forecast stays current without nightly batch lag. A periodic reconciliation backfill catches anything a brief stream interruption might miss.
- Live OpportunityChangeEvent (CDC) streaming, not nightly batches
- Your forecast reflects edits as they happen in Salesforce
- Periodic reconciliation backfill as a safety net
- Enable CDC for Opportunity once — Pipemetry handles the rest
Self-serve
Self-serve field mapping, working the same day
Map your stages, amount, close date, and forecast category once — in a guided setup, not a services engagement. Connect Salesforce, map your fields, and you can see a working forecast, waterfall, and accuracy view the same day, with RevOps in control the whole way.
- Guided self-serve field mapping
- Tell Pipemetry what your stages and fields mean — once
- Working forecast, waterfall, and accuracy on day one
- No mandatory implementation services
The payoff
What you get on top of your Salesforce data
On top of the pipeline Pipemetry reconstructs from Salesforce, you get a transparent forecast you can inspect — heuristic or ML, with p10–p90 confidence bands — a period-over-period waterfall, accuracy scorecards, commit and best-case forecast calls rolled up your hierarchy, and risk alerts. See the full feature set on the product page.
- Transparent forecast models you can inspect — with confidence bands
- Waterfall of what changed, plus accuracy scorecards (MAPE / bias)
- Commit / best-case calls rolled up the manager hierarchy
- Email risk alerts on every plan — Slack on Pro — for slips, stalls, and coverage gaps
Read-only, encrypted, and isolated
Pipemetry connects to Salesforce read-only, encrypts all traffic in transit and your credentials at rest, and isolates every customer’s data at the database layer with row-level security (RLS). See how we protect your CRM data — our SOC 2 program is in progress.
Salesforce integration FAQ
What Salesforce permissions does Pipemetry need?
Read-only access to Opportunities and Opportunity Field History (Amount, Stage, Close Date, Forecast Category), granted to an integration user via a permission set. Pipemetry never writes to your Salesforce org.
How does Pipemetry connect to Salesforce?
Through an OAuth 2.0 client-credentials flow on an external client app (or an existing connected app) running as a read-only integration user. There is no password sharing and no browser extension, and credentials are encrypted at rest.
Is the Salesforce sync real-time?
Near-real-time — the term Salesforce itself uses for Change Data Capture. Pipemetry subscribes to the OpportunityChangeEvent stream, so opportunity edits flow in continuously as they happen. A periodic backfill reconciles anything a stream interruption might miss.
Does it work with Salesforce forecast categories?
Yes. Pipemetry reads your Forecast Category alongside Stage, Amount, and Close Date, and you map how your stages roll up during the guided setup.
Does Pipemetry change anything in Salesforce?
No. The integration is read-only. Pipemetry builds its own point-in-time history from your opportunity data and never writes back to your org.
How long does setup take?
Connect Salesforce, map your fields, and you can see a working forecast the same day. Setup is self-serve, with no required implementation services.
Forecast your Salesforce pipeline — the transparent way.
Connect Salesforce and get a forecast you can explain the same day. Start free — prefer HubSpot? See the HubSpot integration.