Salesforce + GainTrace
Bring product intelligence into the world's #1 CRM
Overview
Salesforce is the world's leading CRM platform, used by enterprises to manage sales, service, marketing, and commerce operations. It's the system of record for most B2B revenue teams.
The GainTrace + Salesforce integration pushes account health scores, risk signals, and expansion opportunities directly into Salesforce — enabling reps and CSMs to act on product intelligence without context-switching.
With the GainTrace Integration You Can
Unlock these capabilities by connecting Salesforce to GainTrace.
Native Salesforce objects
Write health scores and signals to custom Salesforce objects and fields automatically.
Real-time alerts in SFDC
Create Salesforce tasks and notifications when churn risk or expansion signals trigger.
Revenue attribution
Link product usage data to Salesforce opportunities for accurate expansion revenue tracking.
Dashboard widgets
Embed GainTrace account health insights directly into Salesforce Lightning pages.
How It Works
Get started in three simple steps.
Authenticate
Connect Salesforce with secure OAuth. Supports both Production and Sandbox orgs.
Configure
Map GainTrace signals and scores to your Salesforce objects, fields, and record types.
Operationalize
Signals trigger automations, tasks, and alerts natively inside Salesforce.
Use Cases
Real-world scenarios powered by GainTrace + Salesforce.
At-Risk Account Alerts
Auto-create high-priority Salesforce tasks when enterprise accounts show declining usage or health drops.
Renewal Forecasting
Surface health scores on Salesforce renewal opportunities so leadership can forecast churn and contraction accurately.
CSM Book of Business
Give customer success managers a rank-ordered view of account health directly in their Salesforce home page.
Cross-Sell Detection
Identify accounts using features adjacent to premium tiers and auto-flag them for sales outreach.