PerfCopilot
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Everything you need to write a fair review.

From your first connection to a sealed, delivered review. Set up PerfCopilot, connect your tools, and generate your first cited draft.

Connect Salesforce

Pulls deals won, opportunities created, pipeline movement, and customer activity per employee.

Prerequisites

  • Salesforce System Administrator profile (or any user with the "Customize Application" permission, so they can create a Connected App)
  • A PerfCopilot admin account (the Connect button is only visible to admins)
  • The Salesforce org's My Domain must be enabled (required for OAuth callbacks)

1. Generate credentials in Salesforce

  1. Sign in to https://login.salesforce.com as an admin.
  2. Navigate to Setup → App Manager → New Connected App.

📖 Official guide: Create a Connected App: Salesforce's own documentation for creating this credential.

  1. Enable OAuth Settings. Set the callback URL to https://app.perfcopilot.com/auth/salesforce/callback. Add the scopes Access and manage your data (api) and Perform requests on your behalf at any time (refresh_token, offline_access).
  2. Click Save. After the 2-10 minute propagation window, open the new Connected App and copy the Consumer Key (client_id) and Consumer Secret (client_secret) from the API section. These belong to Connected-App setup: they are used to obtain an OAuth access token, not pasted into PerfCopilot.
  3. Use the Consumer Key and Secret to complete the OAuth flow and obtain an Access Token plus your Instance URL (instance_url, e.g. https://yourcompany.my.salesforce.com).

Copy these values; you'll paste them in the next step:

  • OAuth Access Token
  • Instance URL (instance_url)

2. Paste into PerfCopilot

  1. Open Integrations on your PerfCopilot admin.

  2. Find the Salesforce card and click Connect (or Manage if already configured).

  3. Paste each value into the matching field:

    Field in PerfCopilotValue from step 1
    Access Token<your OAuth access token>
    Instance URLhttps://yourcompany.my.salesforce.com

  4. Click Save, then click Connect to launch the Salesforce OAuth popup and approve access.

The Salesforce credential drawer in PerfCopilot, paste your values, then click Save.
The Salesforce credential drawer in PerfCopilot, paste your values, then click Save.

3. Verify

Click Test in the drawer. Expected:

✅ Authenticated as your.name@company.com

If you see a red error, jump to Common errors.

Common errors

MessageWhat it usually meansFix
OAUTH_APP_BLOCKEDA Salesforce admin disabled the Connected App from the org.Re-enable the app in Setup → App Manager → PerfCopilot → Manage → Enable.
HTTP 401: invalid_grant: expired_authorization_codeThe OAuth authorization code was used twice (often a double-click on the popup).Retry the Connect flow; each code can only be redeemed once.
invalid_client_idThe Consumer Key was pasted with a stray newline or only partially.Re-copy the full Consumer Key from Salesforce and paste again.

What signals we pull

  • crm: opportunities created, deals_won, and accounts_touched per employee per cycle.

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