Zentrik + Salesforce

• A Salesforce user who can install the package or choose the correct install scope.
• A Zentrik workspace admin who can open Settings → Integrations.
• A clear decision about which Salesforce user will complete the connection in Zentrik after the package is installed.

1. Open the Zentrik Salesforce package install link.
2. Sign in to Salesforce if prompted.
3. Review the package details shown on the install screen.
4. Choose the install option that includes the Salesforce user who will connect the integration in Zentrik afterward.
5. If only Salesforce admins will connect the integration in Zentrik, choose Install for Admins Only. Otherwise, select an install scope that includes the connecting user.
6. Select the Salesforce acknowledgment checkbox for the non-Salesforce application, then complete the installation.

1. Sign in to Zentrik.
2. Open Settings → Integrations.
3. Select Salesforce.
4. Choose Connect and complete the Salesforce authorization flow.
5. Return to Zentrik once Salesforce confirms the connection.

If Salesforce opens but access is denied, the package install scope usually does not include the user who is trying to connect.

From Discovery, choose Import → Salesforce. Select Salesforce Cases, Opportunities, or Accounts, then import selected records as signals, insights, or ideas. Zentrik keeps Salesforce source metadata and links so the imported record remains traceable to CRM.

Open the Salesforce integration settings in Zentrik and map the Salesforce Account fields you want Zentrik to import. These mappings are used for the bulk review flow and later manual re-imports on linked accounts.

Map a field such as Type to Zentrik's lifecycle stage and a translation table appears with every value your org uses. Zentrik suggests a stage from the wording (a "Former Customer" is churned, a "Channel Partner" is a partner) and you decide once per value; a value you leave unchanged keeps whatever stage the account already has in Zentrik.

Start the Salesforce account review flow in Zentrik to compare Salesforce accounts with existing Zentrik accounts. Review proposed matches, link the correct records, and create missing Zentrik accounts where appropriate.

Zentrik reads account data from Salesforce and does not write account changes back.

The account sync refreshes every linked Salesforce account: the owning user, the account Type, the selected snapshot fields, and all Opportunities with stage, stage probability, amount, currency, close date, and owner. Stage truth comes from your org's Opportunity stages. Opportunities removed in Salesforce are archived, not deleted, so history stays explainable.

Salesforce has no built-in recurring revenue, so tell the connection where it lives: the Opportunity field that holds annual (or monthly) recurring value, or state that Amount is annual recurring value when your org keeps one-year subscription value there. Under the default, Amount is booking value and never becomes ARR.

Open the account page to see the Salesforce context, the deal list, and a Refresh from Salesforce action for one account. Contact sync is on by default and can be turned off per connection.

Opportunity products (line items) are matched to Zentrik products by product code, Salesforce product id, or name through the product's source aliases, and their value lands on that product's link so demand for one product ranks on the revenue behind that product. Lines Zentrik cannot match are listed on the run receipt; add a product alias once and every later sync places them.

Insights, opportunities, and ideas show a commercial exposure block next to Linked ARR: open pipeline, stage-weighted pipeline, closed-won revenue, and the accounts behind each figure with their owner and type. Account revenue derived from won or stage-weighted Opportunities feeds Linked ARR, the number Zentrik ranks and filters product demand with, and is withdrawn again if the Opportunities behind it disappear. A value a person entered is never replaced.