CRM
Salesforce
Enterprise CRM for managing opportunities, accounts, and revenue pipeline with deep customization and reporting capabilities.
What gets synced
Roiva writes these metric observations on each sync. Reference the key in a value formula to use this data in your ROI calculations.
Opportunities
salesforce.opportunities.won_count
Won Opportunity Count
count
salesforce.opportunities.lost_count
Lost Opportunity Count
count
salesforce.opportunities.won_value
Won Opportunity Value
currency
salesforce.opportunities.win_rate
Win Rate
percentage
salesforce.opportunities.avg_sales_cycle_days
Avg Sales Cycle (days)
duration
salesforce.opportunities.open_count
Open Opportunity Count (snapshot)
count
Cases
salesforce.cases.volume
Case Volume
count
salesforce.cases.closed_count
Closed Case Count
count
salesforce.cases.resolution_rate
Resolution Rate
percentage
salesforce.cases.avg_resolution_days
Avg Resolution Time (days)
duration
salesforce.cases.open_count
Open Case Count (snapshot)
count
Common use cases
- Track opportunity close rates and average deal size changes from AI sales tools
- Measure sales cycle impact across segments or territories
- Monitor pipeline health and forecast accuracy improvements
- Track case volume and resolution rate changes from AI-assisted support tools
- Measure average case resolution time before and after AI automation rollouts
How to connect
- In Roiva: Connect via OAuth — you will be redirected to Salesforce to authorize
- In Salesforce: Ensure your Salesforce user has API access and read permissions on Opportunities and Cases
- Back in Roiva: After connecting, link this connection to an initiative on the Initiatives tab and select the object types relevant to your initiative
Tips for capturing value
- Use Filters to scope data to a specific record type, stage, or territory
- Opportunity amount and close rate are the key metrics for AI-assisted sales initiatives
- Case volume and resolution rate are the key metrics for AI-assisted support initiatives
- Pairing Salesforce data with Anthropic or OpenAI cost data gives you a complete ROI picture
Salesforce
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