Salesforce integration
Connect Salesforce to Hendrik.
Hendrik reads Salesforce leads, contacts, accounts, opportunities, stages, campaigns, members, and history so you can compare reported lead volume with pipeline movement.
Questions Hendrik can help answer
- Are reported leads becoming qualified opportunities?
- Did stage definitions or campaign membership change?
- Does pipeline quality support more spend?
Salesforce + LinkedIn Ads example
Test a LinkedIn lead-quality claim
Same 30-day USD windows
| Metric | Previous | Current |
|---|---|---|
| LinkedIn AdsReported leads | 95 | 142 |
| SalesforceNew qualified opportunities | 27 | 24 |
| SalesforceCampaign members added | 88 | 131 |
What Hendrik checks
Check campaign identity
Verify the Salesforce campaign records used for the comparison.
Review stage history
Detect stage-definition or process changes.
Check matching coverage
Avoid treating unmatched leads as CRM failures.
About this example Synthetic data · Illustrative analysis · Changes require your approval.
How Hendrik handles your dataWant Hendrik to answer this with your data?
Your connected data
What Hendrik reads from Salesforce
Use Salesforce with an advertising integration to see whether reported leads became qualified opportunities or closed revenue.
- Leads and contacts
- CRM prospect and contact records.
- Opportunities
- Opportunity and opportunity history.
- Stages
- Stage definitions and changes.
- Campaigns
- Campaign and campaign membership data.
- Accounts
- Account context.
Setup and access
Setup and access for Salesforce
- Setup
- When enabled, sign in with Salesforce and confirm the organization and instance.
- Permissions
- Salesforce OAuth scopes: api and refresh_token.
- Supported accounts
- One Salesforce organization and instance URL.
- Available history
- The current product configuration defaults to 90 days. Hendrik shows the actual coverage after the first sync.
- Data refresh
- Configured data streams run from hourly to every 6 hours. Hendrik shows the published freshness for each source after sync.
- Setup time
- Salesforce starts its initial sync after authorization, account selection, and data checks. The duration depends on the selected account and history.
- Can Hendrik make changes?
- Connecting reads Salesforce data. It does not change leads, opportunities, campaigns, or stages.
- Integration availability
- Your workspace shows Connect or Request access for your account.
Requirements and data limits
What you need
- Confirm the Salesforce org and relevant record types.
- Define the stage and date that represent a qualified outcome.
- Establish campaign membership or identity before making attribution claims.
Keep these differences in mind
- Opportunity value is not payment data.
- Campaign membership does not establish causal credit.
- CRM stage dates can differ from lead creation dates.
- Campaign membership and opportunity counts do not prove LinkedIn caused the opportunities.
Your data. Your next step.
Put Hendrik to work on your stack.
Create your account, choose your workspace and connect your data.
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