Connecting Salesforce

Prerequisites

Before connecting Salesforce to Revial, ensure the following requirements are met in your Salesforce organization:

• REST API must be available for your Salesforce edition. The REST API is included in Enterprise, Unlimited, Developer, and Performance editions. It is not available in Essentials or Group editions.
• REST API must be enabled for your organization. A Salesforce administrator can verify this under Setup → User Interface by ensuring the API Enabled permission is active for the relevant user profiles.

Note: For details on API availability and how to enable it, refer to Salesforce's documentation on REST API availability and enabling REST API access.

Step 1: Navigate to CRM Settings

1. Open Revial and go to Organization Settings
2. Select the CRM section

You will see the Salesforce CRM section showing "Not connected".

Step 2: Connect

1. Click "Connect with Salesforce"
2. You'll be redirected to Salesforce's login page
3. Sign in to Salesforce if prompted
4. Review the permissions Revial is requesting and click "Allow" to authorize

Step 3: Verify Connection

After authorization, you'll be redirected back to Revial. You should see:

• Connection status showing Connected
• The Salesforce email used for the connection
• A Sync Now button to trigger data sync

Step 4: Initial Sync

Click the Sync Now button to pull your CRM data into Revial. The initial sync imports contacts, accounts, and opportunities. This runs as a background job and may take a few minutes depending on the size of your CRM.