Perly

Salesforce

Connect Salesforce to pull accounts, contacts, and opportunities into Perly. Push health scores, churn risk, and automated tasks back to your CRM.

~3 minPullPushOAuth 2.0

Overview

The Salesforce integration gives Perly deep CRM context -- accounts, contacts, opportunities, and activity history all feed into health scoring. In return, Perly writes health scores, risk levels, and automated tasks directly into Salesforce so your revenue team stays in their primary workspace.

Salesforce
PULL
PUSH
Perly
accounts
contacts
opportunities
health scores
tasks
Chatter posts

What syncs

↓ PULL
  • Accounts and account hierarchies
  • Contacts and their roles
  • Opportunities (stage, amount, close date)
  • Activity history (calls, emails, meetings logged)
  • Custom fields on Account and Contact objects
↑ PUSH
  • Health score (custom field on Account)
  • Churn risk level (low, medium, high, critical)
  • Tasks assigned to account owners for at-risk customers
  • Chatter posts on account records for score changes

Connecting Salesforce

  1. 1
    Open integration settings
    In Perly, navigate to Settings > Integrations.
  2. 2
    Click Connect Salesforce
    You will be redirected to the Salesforce login page.
  3. 3
    Log in to your Salesforce org
    Use credentials for the org you want to connect. Perly supports both Production and Sandbox environments.
  4. 4
    Grant access
    Review the requested permissions on the Salesforce consent screen and click Allow.
  5. Done -- syncing starts automatically
    Perly begins importing accounts and contacts within minutes. Allow up to 30 minutes for a full initial sync on large orgs.
OAuth Scopes Requested
api · refresh_token · full

How health scores appear in Salesforce

Perly creates custom fields on the Account object:

  • Perly Health Score -- numeric, 0 to 100.
  • Perly Risk Level -- picklist with values: Low, Medium, High, Critical.
  • Perly Last Updated -- date/time of the most recent score calculation.

These fields can be added to page layouts, reports, dashboards, and used in Process Builder or Flow automations.

Automated tasks and Chatter posts

When a customer's risk level changes, Perly can:

  • Create a Task assigned to the account owner with a due date, priority, and description summarizing the risk signals.
  • Post to Chatter on the account record so the full team has visibility into what changed and why.

Both behaviors are configurable in Perly under Settings > Salesforce > Automation Rules.

Sync frequency

Perly polls Salesforce for changes every 2 hours using the Salesforce bulk API. Health scores are pushed back within 5 minutes of recalculation. Chatter posts and tasks are created in real time when risk thresholds are crossed.

Permissions

The connected Salesforce user must have:

  • Read access to Account, Contact, Opportunity, and Activity objects.
  • Write access to create custom fields, tasks, and Chatter posts.
  • API access enabled on their profile.