VisionAtlas — Navigate Performance With Clarity

Help center

VisionAtlas product documentation

Try demoSign in
← All articles

Performance

Connect Salesforce

Push Salesforce pipeline and win-rate metrics into VisionAtlas KPI actuals with Zapier.

Use this recipe after you complete Connect with Zapier. VisionAtlas has no native Salesforce connector. Zapier’s Salesforce app fields vary by edition; if the object you need is missing, export a Salesforce report to Google Sheets and use a Schedule trigger instead.

This path updates KPI actuals only.

Map KPIs in VisionAtlas

On each KPI detail page, set Integration mapping:

VisionAtlas fieldValue
External source`Salesforce`
External metric idA stable id you invent, such as `PIPELINE_USD`

The externalSource and externalMetricId in the Zap must match these values exactly.

Typical Zap

  1. Trigger: Salesforce — New or Updated Record (Opportunity), or a scheduled Salesforce report
  2. Filter: only the records you want in the metric (for example Closed Won, or Amount changed)
  3. Formatter (optional): sum, count, or convert currency before posting
  4. Action: Webhooks by Zapier → Custom Request POST to /api/v1/kpi-values as described in Connect with Zapier

For a weekly or monthly KPI, a Schedule trigger plus a Salesforce search or report is often cleaner than posting on every Opportunity edit.

Example mappings

Field names below are examples. Use the labels Zapier shows for your Salesforce edition.

VisionAtlas KPI`externalMetricId`Example Salesforce inputJSON fields to send
Open pipeline $`PIPELINE_USD`Sum of Amount on Open opportunities`actualValue` = pipeline total, `asOfDate` = today
Win rate (quarter)`WIN_RATE_QTD`Closed Won count / Closed count`actualValue` = percentage (e.g. 32.5)
New ARR (month)`NEW_ARR_MTD`Amount on Closed Won this month`actualValue` = sum of Amount

Sample body (one KPI)

{
  "values": [
    {
      "externalSource": "Salesforce",
      "externalMetricId": "PIPELINE_USD",
      "asOfDate": "2026-08-16",
      "actualValue": 2450000
    }
  ]
}

What you should see

After a successful run, the Salesforce-mapped KPI shows the new current value, and Settings → Integrations lists an import job. If the value is skipped, check that the metric id matches and that a manual edit is not blocking the period.

Related