Connect Salesforce to measure the outcomes your agents drive, opportunities won, leads created, cases closed, in dollars.
What you can measure
- Count / sum / average / min / max on any object (Opportunity, Lead, Case, Account… plus custom objects), computed server-side with SOQL.
- Slice by any filterable field including custom fields, with operators (is / is-any-of / greater-than / contains…).
- Window by any date field (created, close date…).
Good things to measure: closed-won amount, opportunities created, average deal size, cases resolved.
Connect it
In Salesforce, nothing to set up. You authorize read-only access in the next step.
In Jents, Settings → Integrations → Salesforce → Connect → authorize. Jents requests API + refresh-token scopes and stores an encrypted token; your instance URL is resolved automatically.
What Jents reads
A single SOQL aggregate per read, COUNT(), SUM(), AVG(), MIN() or MAX() over a window, returning one number. Never record fields or contents.
Specs
| Spec | Detail |
|---|---|
| Auth | OAuth (api + refresh_token) |
| API | Salesforce REST + SOQL (v59.0) |
| Access | Read-only, scoped to aggregates |
| Reads | One server-side SOQL aggregate per metric |
| Refresh | Daily, plus on-demand |
Privacy & security
Read-only, aggregate-only, numbers, never names or record content. Every read goes through one audited, aggregate-only path and lands in your audit log. Credentials are encrypted at rest, we never train on or share your data, and you can disconnect anytime, see Privacy and Trust.