Who can use this feature?
- All roles with access level "high"
- Available on all plans
Optionally bring your signal-ready status and last action data into Salesforce. This visibility gives your teams in Salesforce the same insight into customer expansion readiness as teams in Catalyst. Catalyst syncs signal data (one-way) to Salesforce once per day at 8AM UTC.
1. Create signal fields in Salesforce
Your Salesforce admin must first create a field in Salesforce for each Catalyst signal.
- Create global picklist value sets: One for
[signal name]and one for[signal name] Last Action. These fields must be single picklist fields and should be read-only in Salesforce. - Update the API values of each field to ensure data syncs correctly. These values must be an exact match in order to successfully sync.
API values
| Fields | Values | API Name |
|---|---|---|
| Signals |
Ready Not Ready |
ready not_ready |
| Last Action |
Added To Playbook Created Opportunity Created Note Created Task Other - Discussing In Upcoming Sync Other - Partnering with Sales Other - Reviewing Account Other - Scheduling Meeting Other - Sending Email Other - Other Resolved Reminder in 7 days Reminder in 30 days Reminder in 60 days Reminder in 90 days |
Added_To_Playbook Created_Opportunity Created_Note Created_Task Other_Discussing_In_Upcoming_Sync Other_Partnering_With_Sales Other_Reviewing_Account Other_Scheduling_Meeting Other_Sending_Email Other_Other Resolved Set_Reminder_7 Set_Reminder_30 Set_Reminder_60 Set_Reminder_90 |
2. Sync signal fields to Salesforce
Once the Salesforce fields are created, you can map the Catalyst fields to Salesforce fields.
- Within Catalyst, navigate to Settings > Signals.
- Click options (...) > Sync Signals to Salesforce.
- For each signal and last action field, select the corresponding field to use in Salesforce.
- Click Save. Once synced, the fields update once a day.