Salesforce is a cloud-based customer relationship management (CRM) platform. It helps businesses manage their sales, customer service and marketing.
With OnePlan, organizations can bridge strategic planning with customer data including opportunities being managed in Salesforce. Portfolios and projects defined in OnePlan can be aligned with data imported from Salesforce, enabling full visibility, strategic alignment, and better portfolio-level control.
Use Cases
The Salesforce integration has the following most popular use cases:
Opportunity-Driven Project Initiation
- Use Case: Automatically initiate project proposals in OnePlan based on high-value opportunities in Salesforce.
- Value: Ensures that strategic delivery planning begins as soon as a key opportunity is identified, reducing lead time between sales and execution.
Account-Based Portfolio Planning
- Use Case: Sync key accounts from Salesforce to OnePlan to manage and prioritize portfolios based on strategic customer relationships.
- Value: Helps portfolio managers align investments and resource planning with high-value or strategic clients.
Real-Time Pipeline Visibility for Portfolio Managers
- Use Case: Provide OnePlan users with real-time visibility into sales pipeline data by syncing opportunities from Salesforce.
- Value: Enables better forecasting and resource planning, reducing the risk of overallocation or missed market windows.
Integrated Business Case Development
- Use Case: Use synced opportunity data (e.g., value, probability, close date) to build more accurate and data-informed business cases in OnePlan.
- Value: Enhances the quality and credibility of investment decisions by grounding them in actual sales intelligence.
Continuous Alignment Between Sales and Delivery
- Use Case: Maintain dynamic linkage between Salesforce and OnePlan, so changes in opportunity status (e.g., stage, close date) automatically update relevant initiatives.
- Value: Promotes ongoing alignment between go-to-market plans and execution teams, reducing handoff friction and miscommunication.
Features
The Salesforce integration supports the following features:
- Import Salesforce data into OnePlan as plans.
- Synchronize custom fields between Salesforce and OnePlan .
- Automatic data sync via scheduled jobs.
- Filter what data to sync.
- Choose from different OneConnect subscription levels to match your needs.
Setup Requirements
To set up the Salesforce integration, you’ll need:
- A licensed Salesforce user account for the integration.
Setup
To configure the integration, refer to the Salesforce Integration Setup page.
Next Steps
After installing the integration:
- Configure field mappings and schedule sync jobs.
- Load data from Salesforce into OnePlan.
- Build portfolios from the integrated plans.
Mind the Gap
Known limitations of the integration:
- New records cannot be created in Salesforce from OnePlan.