Benefits of Connecting Salesforce to Windmill
Connecting Salesforce to Windmill brings sales and customer-impacting work directly into performance reviews and 1:1s — without requiring reps or managers to manually summarize activity.- Automatically captures deal progress, account work, and follow-through
- 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
Connected Data
When Salesforce is connected, Windmill securely reads high-signal revenue and customer interaction data:| Data Type | How Windmill Uses It |
|---|---|
| Opportunities, stages, and progression history | Shows pipeline movement, deal strategy, and momentum |
| Account ownership and related activity | Attributes customer work to the correct employee |
| Meeting and call activity metadata (not content) | Highlights engagement and follow-through patterns |
| Notes, logged interactions, and touchpoints | Adds qualitative context for coaching and feedback |
| Tasks and follow-up completion | Shows reliability, responsiveness, and prioritization |
Windmill syncs only the fields required to provide performance context — not your entire CRM dataset.
Permissions
Windmill requests read-only, scoped API access via Salesforce OAuth.| Permission | Purpose |
|---|---|
| Read opportunities, accounts, and contacts | To reflect customer-impacting work in reviews and 1:1s |
| Read activity / event metadata (calls, meetings, tasks) | To show follow-through and engagement patterns |
| Read owner + team assignment metadata | To attribute work to the correct employee |
| No write access | Windmill never edits deals, notes, records, or workflows in Salesforce |
| Scoped to selected objects and fields | You control exactly what Windmill can access |
Windmill follows least-privilege access and stores only what is necessary for coaching and evaluation.
FAQs
Does Windmill sync email content from Salesforce?No. Windmill syncs metadata (e.g., that a follow-up occurred), not message bodies. Can we choose which pipelines, teams, or objects sync?
Yes. During setup, you select which data objects and employee groups are included. You can modify or revoke access at any time. Does Windmill write anything back into Salesforce?
No. The integration is strictly read-only. How often does Windmill sync data?
Continuously. Updates appear in Windmill shortly after they occur in Salesforce. Is the integration secure?
Yes. All data is encrypted in transit and at rest. Windmill maintains SOC 2-level security standards and uses scoped OAuth tokens. What happens when a rep changes roles or leaves the company?
Their historical contributions remain visible for review context, but Windmill stops attributing new work once they are deactivated.
Enabling field tracking history
To ensure Windmill can track changes to Salesforce objects, you need to enable field tracking history:- Go to Object Manager in Salesforce
- Select the object you want to track (e.g., Lead, Account, Contact)
- Go to Fields & Relationships
- Click Set History Tracking
- Select Enable History
- Select the fields you want to track