# Salesforce Integration

Upvote and create FeatureOS posts from Salesforce opportunities with revenue data attached, so your product team can prioritize by business impact.

- Category: Sales
- Provider: FeatureOS
- Website: https://salesforce.com
- Documentation: https://help.featureos.app/en/articles/salesforce-integration
- Story: https://featureos.com/integrations/salesforce

Your sales team knows which features close deals. Your product team knows which features are technically feasible. The Salesforce + FeatureOS integration connects these two perspectives by letting sales reps upvote or create feedback posts directly from Salesforce opportunities, with the deal value attached.

When multiple opportunities link to the same feature request, FeatureOS shows the combined revenue at stake. Your product team sees not just _what_ customers want, but _how much revenue_ depends on building it. That changes how you prioritize.

> **Note:** The Salesforce integration is available on the **Business plan**.

## How to Connect Salesforce to FeatureOS

1. In FeatureOS, go to **Dashboard > Organization Settings > Integrations > Salesforce**.
2. Enter your Salesforce subdomain (e.g., for `hndemo2-dev-ed.develop.lightning.force.com`, the subdomain is `hndemo2-dev-ed.develop`).
3. Click **Connect** and authorize FeatureOS in Salesforce.
4. Install the **Hellonext (FeatureOS) component** in Salesforce. Choose **Rename conflicting components** if prompted.
5. Configure sync settings:
   - **Sync Contact Names** keeps names in sync from Salesforce to FeatureOS.
   - **Sync Accounts** maps Salesforce account fields to FeatureOS customer attributes.
6. Save.

## Adding FeatureOS to Salesforce Opportunities

1. In Salesforce, open an opportunity in the Sales Console.
2. Click the **Settings icon > Edit Page**.
3. Drag the **Hellonext (FeatureOS) component** into the opportunity view.
4. Save.

Your sales team can now interact with FeatureOS from inside any opportunity.

## How Sales Reps Use FeatureOS in Salesforce

**Upvoting on behalf of prospects:** Open the FeatureOS component inside an opportunity. Search for an existing post and upvote it. Select a contact from the linked account to cast the vote on their behalf.

**Creating new posts:** If no relevant post exists, click **Create**. Add a title, description, board, and submitter. The post is created in FeatureOS and linked to the Salesforce contact.

**Private boards:** For private boards, you can only create posts on behalf of board members who are also Salesforce contacts.

## How Salesforce Revenue Data Flows to Product Teams

When a sales rep votes or creates a post from an opportunity, the contact gets added to FeatureOS as a customer record. Salesforce account fields sync to FeatureOS as customer attributes. Opportunity data like name, account, amount, and status sync to the FeatureOS post. When multiple opportunities link to the same post, the combined opportunity values show total revenue tied to that feature.

Your product team uses this data to prioritize features by business impact, not just vote count. A feature request with 10 votes but $500K in pipeline value looks very different from one with 100 votes and no revenue signal.

## Why Teams Use Salesforce with FeatureOS

Sales teams represent prospect needs without leaving Salesforce. Product managers see feature demand tied directly to revenue. Executives make roadmap decisions backed by dollar figures instead of gut feeling.

## FAQ

### What is the Salesforce + FeatureOS integration?

The Salesforce + FeatureOS integration lets sales reps upvote or create FeatureOS posts from Salesforce opportunities with deal value attached so product can prioritize by revenue impact, not only vote count. Opportunity amount, account, and status can sync to the feedback record. When several opportunities link to one post, FeatureOS can show combined pipeline at stake.

### How do I connect Salesforce with FeatureOS?

In FeatureOS, open Organization Settings → Integrations → Salesforce, enter your Salesforce subdomain, authorize access, install the FeatureOS component in Salesforce, configure contact and account sync options, then add the component to opportunity page layouts.

### Can sales reps create FeatureOS posts from Salesforce?

Yes. Inside a Salesforce opportunity, open the FeatureOS component, create a post with title, description, board, and submitter, or search and upvote an existing FeatureOS post on behalf of a linked contact.

### How does revenue data from Salesforce reach FeatureOS?

Votes and posts created from opportunities attach contact and opportunity fields such as name, account, amount, and status. Multiple opportunities on one FeatureOS post roll up combined value for prioritization.

### Can I sync Salesforce contacts and accounts with FeatureOS?

Yes. Sync Contact Names keeps names aligned from Salesforce to FeatureOS, and Sync Accounts maps Salesforce account fields to FeatureOS customer attributes for richer customer records.

### Which FeatureOS plan includes the Salesforce integration?

The Salesforce + FeatureOS integration is available on the FeatureOS Business plan.

### Who is the Salesforce + FeatureOS integration best for?

Sales-led and product teams that want FeatureOS roadmap decisions informed by Salesforce pipeline value, not only public votes.

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Source: https://featureos.com/integrations/salesforce
All integrations: https://featureos.com/integrations.md
Product overview: https://featureos.com/featureos.md