Salesforce

Connect WhiteWhale to Salesforce to sync account scores, signals, and Why Now summaries directly to your CRM.

Connecting Salesforce keeps WhiteWhale data — scores, signals, and Why Now summaries — inside the CRM your reps already work in. No manual uploads, no spreadsheets.

What the integration does

• Daily sync — WhiteWhale pulls your accounts and opportunities from Salesforce each day and pushes updated scores, signals, and Why Now summaries back to the mapped fields
• Real-time updates — when a new account is added or activated in WhiteWhale, it immediately syncs to Salesforce
• Deal context — mapping your opportunities lets WhiteWhale surface different signals based on where each prospect is in your pipeline

How to connect

1. Go to Settings

   Click Settings in the left nav, then navigate to Integrations.

2. Select Salesforce

   Scroll to the Integrations module and click Salesforce.

3. Choose your environment

   Select Default for your production org or Sandbox for testing, then click Submit.

4. Authenticate with Salesforce

   You’ll be redirected to Salesforce. Log in with your Integration User credentials to complete the OAuth flow.

5. Map your fields

   Once connected, map your Salesforce fields to WhiteWhale’s fields inside the platform. See the field reference below.

Use a dedicated Integration User with API access and read/write permissions on Accounts, rather than a personal user account. This keeps the connection stable if individual users leave or change roles.

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Field reference

Account fields

Field	Required	Description
sf_id	✅	Salesforce Account ID
Account_Domain	✅	Company website URL. WhiteWhale can only process accounts that have a domain on record.
BirdDog_Description	Optional	WhiteWhale’s Why Now summary for the account
BirdDog_Score	Optional	Account score from 0–100 based on signal strength
BirdDog_Link	Optional	Direct link to the account’s report in WhiteWhale
BirdDog_User	Optional	Links the account to the assigned WhiteWhale user. Most teams map this to the existing Account Owner field.
BirdDog_Signals	Optional	Most recent signals matching this account

Recommended custom field configurations

Create these fields on the Account object in Salesforce before mapping. Make sure all fields are visible to relevant users and accessible to API integrations.

BirdDog_Description

• Type: Text Area (Long)
• Label: BirdDog_Description
• Length: 1,000 characters
• Help text: Summary of WhiteWhale signals for the account

BirdDog_Score

• Type: Number (0–100)
• Label: BirdDog_Score
• Help text: Auto-populated WhiteWhale signal score

BirdDog_Link

• Type: URL
• Label: BirdDog_Link
• Help text: Link to the full account report in WhiteWhale

BirdDog_Signals

• Type: Rich Text
• Label: BirdDog_Signals
• Help text: Latest WhiteWhale signals for the account

Opportunity fields

Mapping opportunities is optional but lets WhiteWhale tailor signal recommendations based on deal stage and helps backtest which signals correlate with closed-won deals.

Field	Required	Description
sf_id	✅	Salesforce Opportunity ID
sf_account_id	✅	ID of the related account
Name	Optional	Opportunity name
Stage_name	Optional	Current deal stage
Amount	Optional	Deal value
Close_date	Optional	Expected close date
Prob	Optional	Close probability
Next_step	Optional	Next planned action
Lead_source	Optional	Opportunity lead source
Is_closed	Optional	Whether the deal is closed
Is_won	Optional	Whether the deal is won
Created_date	Optional	Date the opportunity was created

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User mapping

WhiteWhale identifies users by their company email address. To link WhiteWhale users to their Salesforce counterparts, send a two-column CSV (email, Salesforce user ID) to [e-mail]. This ensures signals, accounts, and opportunities are correctly attributed by rep.

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How the sync works

• Daily sync window: WhiteWhale runs at least one pull and push operation per day, keeping your Salesforce fields up to date automatically
• Real-time updates: When a new account is added or activated in WhiteWhale, Salesforce is updated immediately
• First week: Expect a higher sync frequency while the integration calibrates. Around 100 API calls per day is typical after the initial period.
• Read/write scope: WhiteWhale only reads from the fields you map and only writes to the WhiteWhale-specific fields you create. It will not modify any other Salesforce data.

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Authentication details

WhiteWhale connects via a Salesforce Connected App hosted within WhiteWhale’s org. When your first user authenticates, Salesforce automatically creates a shadow copy of the app in your own org — visible under Setup → App Manager. No package installation is required.

OAuth scopes:

• Manage user data via APIs (api)
• Perform requests at any time (refresh_token, offline_access)
• Access unique user identifiers (openid)

To revoke access: Go to Setup → Security → Connected Apps OAuth Usage in Salesforce and revoke the token there. You can also contact WhiteWhale and we’ll disconnect and delete all authentication data on request.

Sandbox support: WhiteWhale supports Salesforce sandbox environments. Select Sandbox during setup to connect your test environment using the same flow as production.

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Need help?

Contact the WhiteWhale team at [e-mail] for setup assistance or advanced configuration help.

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