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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
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:
Windmill reads all Opportunity fields that the integration user can access. This includes custom Opportunity fields. For related records, Windmill reads only the supported fields. Windmill does not sync your full CRM dataset.
Learn more about how Windmill syncs opportunities from Salesforce.

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Permissions

Windmill requests only two OAuth scopes from Salesforce: 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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Connect with a Salesforce integration user

Use a dedicated Salesforce integration user to control the data that Windmill can read. Salesforce calls this user an integration user. Some teams use the term ISU.
1

Create the integration user

In Salesforce, create a dedicated integration user. Assign the Salesforce Integration user license and the Minimum Access - API Only Integrations profile. See Give Integration Users API Only Access.
2

Assign the permission set license

Assign the Salesforce API Integration permission set license to the user.
3

Create a Windmill permission set

Create a permission set for Windmill. Grant Read access to the Salesforce objects that Windmill syncs.
4

Grant field-level access

In the same permission set, grant Read Access to the fields that Windmill needs. The table below gives examples. Object access alone is not sufficient.
5

Assign the permission set

Assign the permission set to the integration user.
6

Connect Salesforce to Windmill

Go to Settings > Integrations in Windmill. Select Salesforce and enter your Salesforce Instance URL. Then, sign in as the integration user.

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Field-level access

Grant Read Access to the required fields on each supported object. The following examples are not a complete permission list: The integration user also needs record access to each record that you want Windmill to sync. Salesforce sharing rules and role hierarchy settings control this access.
Windmill does not sync Salesforce custom objects.

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Track field changes

The current value of a readable Opportunity field syncs without field history tracking. Enable field history tracking when you also want Windmill to show how a field changed.
1

Open the Opportunity object

In Salesforce, go to Object Manager and select Opportunity.
2

Open history tracking settings

Go to Fields & Relationships and select Set History Tracking.
3

Select the fields

Select Enable Opportunity History, select the standard and custom fields that you want to track, and save the changes.
Field history tracking applies only from the time that you enable it. It does not create earlier change records.

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Prerequisites

A Salesforce administrator must prepare the integration user. You also need your Salesforce Instance URL.

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FAQs

No. Windmill syncs metadata (e.g., that a follow-up occurred), not message bodies.
No. Windmill does not provide a pipeline, team, or object selector. The integration syncs supported data for opportunities that the integration user can read. Use Salesforce record access and field permissions to limit the data.
Yes, if they are on the standard Opportunity object and the integration user has Read Access to them. Windmill does not sync custom fields from other objects.
No. Windmill does not sync Salesforce custom objects.
No. The integration is strictly read-only.
Opportunities and related data sync hourly. Users and groups sync daily. Updates appear after a successful sync.
Yes. All data is encrypted in transit and at rest. Windmill maintains SOC 2-level security standards and uses scoped OAuth tokens.