Supported Objects
| Salesforce Object | Decisio Usage | Sync Type |
|---|---|---|
| Account | Customer segmentation | Incremental |
| Opportunity | Pipeline forecasting | Real-time |
| OpportunityLineItem | Product demand signals | Real-time |
| Product2 | Product master | Incremental |
| PricebookEntry | Price intelligence | Incremental |
| Order | Sales history | Incremental |
| Lead | Demand signals | Incremental |
| Custom Objects | Configurable | Incremental |
Setup Instructions
Prerequisites
- Salesforce Enterprise Edition or higher (API access required)
- Admin or user with "API Enabled" permission
- Connected App configured (we can guide you)
Step 1: Create Connected App
- In Salesforce Setup, search for App Manager
- Click New Connected App
- Fill in basic info (App Name: "Decisio Integration")
- Enable OAuth Settings
- Add Callback URL:
https://app.decisio.ai/auth/salesforce/callback - Select OAuth scopes:
- Access and manage your data (api)
- Perform requests at any time (refresh_token, offline_access)
- Save and wait 10 minutes for propagation
Step 2: Connect in Decisio
- From Decisio, go to Settings → Integrations
- Click Connect next to Salesforce
- Select your Salesforce environment (Production or Sandbox)
- Click Authorize with Salesforce
- Log in and grant permissions
Step 3: Configure Objects
- Select which objects to sync
- Map custom fields if needed
- Set sync preferences (incremental vs full)
- Configure record filters (optional)
SOQL Query Support
For advanced users, Decisio supports custom SOQL queries:
- Filter records by any field
- Join related objects
- Aggregate data before sync
- Query custom objects
Example SOQL Query
SELECT Id, Name, Amount, CloseDate, Account.Name, Account.Industry FROM Opportunity WHERE StageName = 'Closed Won' AND CloseDate >= LAST_N_DAYS:365
Sandbox Support
We recommend testing in a Salesforce Sandbox first:
- Connect sandbox from integration settings
- Test data sync and mappings
- Verify decision recommendations make sense
- Then connect production when ready
Best Practices
Data Quality
- Ensure product codes match across systems
- Keep opportunity stages consistent
- Maintain clean account hierarchies
Performance
- Use incremental sync for large orgs
- Apply filters to reduce data volume
- Schedule full syncs during off-hours
Troubleshooting
Access Denied
- Verify user has API access enabled
- Check object-level permissions
- Ensure Connected App is approved
Missing Records
- Check sharing rules and record visibility
- Verify filter criteria aren't excluding records
- Ensure required fields are populated
Sync Delays
- Large orgs may take longer for initial sync
- Check Salesforce API limits in Setup
- Consider incremental sync for faster updates