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Connect Salesforce to sync accounts and partner lead/opportunity mappings into Forecastable. This guide covers the Forecastable connection flow and the required Lead field mapping.

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Connect Salesforce in Forecastable

Salesforce appears under CRM when your Forecastable organization has Salesforce configured. Start on Settings → Integrations.
Salesforce integration card

Salesforce integration card

  1. On the Salesforce card, click Connect.
  2. Complete Salesforce login in the OAuth popup.
  3. Click Install package for a new installation. If Forecastable detects an older package version, click Update package to install the current release.
  4. After the package is installed, open Salesforce settings to configure partner account types, lead mapping, opportunity mapping, and account syncs.
Salesforce account syncs settings dialog

Salesforce account sync settings

Disconnecting Salesforce also deletes Salesforce sync settings for the organization.

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Post-install steps in Salesforce

After the Forecastable connector package is installed, configure Lead field mapping so Lead conversion keeps Forecastable fields in sync.

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Before you start

Make sure you have:
  • installed the Forecastable connector package in Salesforce
  • Salesforce admin access (or enough access to manage Object Manager)

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Configure Lead field mapping (required)

Map Forecastable Lead fields to Opportunity fields so values carry over when a Lead is converted.
  1. Click the Setup (gear) icon and open Setup.
    Salesforce gear menu with Setup selected

    Open Setup

  2. Navigate to Object Manager.
    Salesforce Setup with Object Manager selected

    Open Object Manager

  3. In Quick Find, search for Lead and select Lead.
    Object Manager Quick Find with Lead selected

    Select the Lead object

  4. Click Fields & Relationships.
    Lead object sidebar with Fields and Relationships selected

    Open Fields and Relationships

  5. Select Map Lead Fields.
    Fields and Relationships page with Map Lead Fields highlighted

    Open Map Lead Fields

  6. Open the Opportunity tab.
    Map Lead Fields page with the Opportunity tab selected

    Open the Opportunity mapping tab

  7. Configure these field mappings:
    Lead to Opportunity field mappings for Forecastable Lead Id and Partner Account

    Map Forecastable Lead fields to Opportunity fields

  8. Click Save to apply the field mappings.
    Save button on the Map Lead Fields page

    Save the Lead field mappings

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Verify the setup

After completing the field mapping, converting a Lead to an Opportunity carries over Forecastable Lead Id and Partner Account.

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Troubleshooting

Re-open Setup → Object Manager → Lead → Fields & Relationships → Map Lead Fields, select the Opportunity tab, and confirm both fields are mapped to their matching Opportunity fields before saving again.