# Connect Salesforce

Connect Salesforce so a Metric goal tracks a Salesforce report total, such as closed-won amount or record count.

Connect Salesforce so a revenue goal follows a Salesforce report. Brev reads with your own Salesforce access, so it sees what you see.

## What you get from Salesforce {#what-you-get}

- A Metric goal that updates from a Salesforce report.
- A check-in on the goal each time the number changes.

## Connect Salesforce {#connect}

1. In Settings, click **Connections**, then type Salesforce in **Search connections**.
2. On its row, click **Connect**. The row may say Operator access: auto-track uses that same connection.
3. Sign in to Salesforce and approve access.

> **Tip: Success check**
>
> The Salesforce row shows a **Connected** badge.

## Track a Salesforce value {#track}

A new Salesforce connection tracks through [Describe a value](https://help.brev.io/connecting-an-integration/#agent-built-auto-track), where you say the number you want in words. The item picker below appears only on a Salesforce connection made before that change.

1. Open a Metric goal and click **Auto-track**. Under **Ready to track**, pick Salesforce.
2. If the dialog opens on **Describe a value in Salesforce**, say what to measure, check the preview and today's value, then click **Connect**. That finishes the task. Otherwise, continue with the next step.
3. Pick the report and click **Continue**.
4. Under **Select a field**, pick the total to track, such as Record Count or Sum of Amount. Filters come from the report itself.
5. Next to **Connect**, pick how often to refresh: Every 30 minutes (the default), Hourly, Every 4 hours, Daily or Weekly. Then click **Connect**.

![The Connect Salesforce to Brev screen opened from a goal: three steps, Cancel and Connect.](https://help.brev.io/doc-assets/screenshots/auto-track-a-goal-connect-to-track.png)

> **Tip: Success check**
>
> The goal shows the Salesforce icon on its connection, and its value updates without a check-in from you.

## After you connect Salesforce {#what-happens-next}

Brev reads the value at the frequency you picked. At Every 30 minutes, it reads every 30 minutes from 7 AM to 7 PM on weekdays (Sydney, New York or San Francisco time). Otherwise, it reads every 4 hours.

- To read it now, click the refresh icon on the goal's connection. An unchanged value adds no check-in.
- To see what it reads, hover over the connection or click its gear. The gear also changes the frequency.
- You can still add your own check-ins, for example to explain a change.

If goals stop updating, your Salesforce org may have hit its daily API limit. See [CRM common issues](https://help.brev.io/integrations-crm/#troubleshooting).

---

Use Brev from Claude, ChatGPT or Cursor with the Brev MCP server, https://mcp.brev.io/mcp: [set it up](https://help.brev.io/connect-ai-assistant/).