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Documentation Index

Fetch the complete documentation index at: https://help.gowindmill.com/llms.txt

Use this file to discover all available pages before exploring further.

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Benefits of Connecting Salesforce to Windmill

Connecting Salesforce to Windmill brings sales and customer-impacting work directly into recaps, performance reviews, and 1:1s — without requiring reps or managers to manually summarize activity.
  • Automatically captures deal progress, account work, and follow-through
  • Makes sales activity available for weekly recaps when those activities are relevant
  • Ensures employees get credit for the relationship-building and momentum they drive
  • Reduces prep time for performance reviews and calibration cycles
  • Helps managers coach more effectively using real customer context
  • Makes evaluations more fair, consistent, and grounded in measurable outcomes
Windmill transforms ongoing Salesforce activity into structured insight for coaching, development, and recognition.

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Connected Data

When Salesforce is connected, Windmill securely reads high-signal revenue and customer interaction data:
Data TypeHow Windmill Uses It
Opportunities and stage historyShows pipeline movement, deal strategy, and momentum
AccountsProvides customer context and attributes work to the correct employee
Contacts and opportunity contact rolesLinks relationship-building activity to deals
LeadsCaptures early-stage prospecting and lead conversion
Tasks and eventsHighlights follow-through, engagement, and activity patterns
NotesAdds qualitative context for coaching and feedback
Users, roles, and groupsMaps team structure and deal ownership
Field change historyTracks how opportunities, accounts, contacts, and leads evolve
Windmill syncs only the fields required to provide performance context — not your entire CRM dataset.
Learn more about how Windmill syncs opportunities from Salesforce.

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Permissions

Windmill requests only two OAuth scopes from Salesforce:
ScopePurpose
apiAllows Windmill to read Salesforce data via the REST API
refresh_tokenKeeps the integration connected without requiring repeated sign-ins
Windmill uses these scopes to read opportunities, accounts, contacts, and activity metadata — it never writes, edits, or deletes any data in Salesforce.
Windmill follows least-privilege access and stores only what is necessary for coaching and evaluation.

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Enabling field tracking history

To ensure Windmill can track changes to Salesforce objects, you need to enable field tracking history:
  1. Go to Object Manager in Salesforce
  2. Select the object you want to track (e.g., Lead, Account, Contact)
  3. Go to Fields & Relationships
  4. Click Set History Tracking
  5. Select Enable History
  6. Select the fields you want to track
Enable field tracking for all objects you want Windmill to monitor for activity.

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Prerequisites

You need to be a Salesforce Administrator and have your Salesforce Instance URL to connect Salesforce.

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FAQs

No. Windmill syncs metadata (e.g., that a follow-up occurred), not message bodies.
Yes. During setup, you select which data objects and employee groups are included. You can modify or revoke access at any time.
Yes. When Salesforce is connected, Windy can use synced activity and stats, including logged calls, to inform weekly recaps when that context is relevant.Asking Windy to include Salesforce call metrics in a single recap does not save that request as an ongoing rule. For future recaps, ask again during recap confirmation or reuse a saved prompt template.
No. The integration is strictly read-only.
Continuously. Updates appear in Windmill shortly after they occur in Salesforce.
Yes. All data is encrypted in transit and at rest. Windmill maintains SOC 2-level security standards and uses scoped OAuth tokens.
Their historical contributions remain visible for review context, but Windmill stops attributing new work once they are deactivated.