Salesforce + Go Fig
Connect Salesforce CRM to Go Fig for unified revenue visibility and sales performance analytics.
Salesforce holds your pipeline, but finance needs the closed-loop view that joins opportunities to booked revenue, ARR roll, and CAC. Go Fig pulls opportunities, accounts, products, and any custom objects into the Financial Intelligence Graph, where Celeste can compare forecast to actuals and segment performance against cost without anyone exporting reports to Excel.
Key facts
- Editions
- Professional, Enterprise, Unlimited, Performance
- Grain
- Object-level with full custom field coverage
- Custom objects
- All custom objects supported
- Multi-currency
- Supported with corporate and dated rates
- Sync cadence
- Hourly incremental, 15-min on Premium
What you can do with Salesforce data in Go Fig
Revenue Forecasting
Build forecasts using Salesforce pipeline weighted by historical conversion rates, with a feedback loop from booked revenue.
Customer Profitability
Combine Salesforce revenue, customer success activity, and accounting cost data for true contribution margin by account.
Sales Performance
Analyze rep, segment, and territory performance against quota, comp expense, and cost-to-serve.
Data available from Salesforce
Go Fig extracts and normalizes the following data from your Salesforce account:
How to connect Salesforce
Install the Go Fig Connected App
Approve the Connected App in Salesforce Setup, granting refresh-token access on the standard and custom objects you want exposed. Production and sandbox connections are managed separately, so you can validate against sandbox before pointing at production.
Pick objects, fields, and record types
Choose the standard objects (Opportunity, Account, Product2) plus any custom objects relevant to revenue (Subscription__c, ARR__c, Renewal__c). All custom fields, including formula and roll-up summary fields, are pulled. Record types and recordtype-specific picklist values are preserved.
Map stages to forecast categories
Go Fig pre-suggests a mapping from your Opportunity stages to Commit / Best Case / Pipeline using your existing forecast category settings, then lets your RevOps lead override. Multi-pipeline orgs can supply per-pipeline mappings if new business and renewals follow different stage models.
Schedule sync against governor limits
Bulk API 2.0 is used for backfills (10,000 batches per 24-hour rolling window) and the REST API is used for incremental sync. Hourly incrementals consume a tiny fraction of the daily API request limit (15,000 baseline plus 1,000 per Salesforce license). The connector dashboard surfaces your remaining quota in real time.
Authentication: OAuth 2.0 via a Salesforce Connected App with refresh-token flow. We scope to read-only on the objects you select. Sandbox and production org credentials are kept separate, and no API user license is required because the connection runs as a delegated user.
Common Questions About Salesforce Integration
Which Salesforce editions does Go Fig support?
Professional, Enterprise, Unlimited, and Performance editions are supported. API access is required, which is included natively in Enterprise and above and can be added to Professional via the API add-on. Essentials is not supported because it does not expose the API endpoints we need. Sandbox and production connections are configured separately, so a UAT pass before production cutover is straightforward.
How are custom objects and custom fields handled?
All custom objects you select during setup are pulled as native tables in Go Fig, with every custom field (including formula, roll-up summary, and lookup fields) exposed as a column. Record types are preserved so you can filter by recordtype-specific behavior. This is how most teams represent ARR, subscription terms, and renewal pipelines in Salesforce, and Celeste can reason over these directly.
Does Go Fig respect Salesforce field-level security and sharing rules?
Sync runs as a delegated user with a role you control. We respect that user's profile-level field visibility and sharing rules, which means restricted fields stay restricted at ingestion. For finance use cases we recommend a dedicated integration user with read access to commercial objects, scoped to exclude personal data fields you do not want flowing into reporting.
How does Go Fig handle Salesforce governor limits and Bulk API quotas?
Backfills use Bulk API 2.0, which has a 10,000 batches per 24-hour rolling limit and effectively unlimited record volume per batch. Incremental sync uses the REST API anchored on SystemModstamp. Daily API request limits in Salesforce scale with licenses (15,000 baseline plus 1,000 per license). Hourly incrementals stay well under that ceiling for organizations of any size.
Can I join Salesforce opportunities to booked revenue in QuickBooks or NetSuite?
Yes, and this is the most common reason finance teams connect Salesforce. Go Fig joins Opportunities to invoices via Account, Contract, or a custom subscription object, letting you compare forecasted ARR to realized revenue, measure close-won accuracy by rep and segment, and surface deals that booked at terms different from what was sold. The same join feeds CAC and payback period calculations.
Industries running Salesforce with Go Fig
Strategic CFOs in these industries typically stitch Salesforce into their Financial Intelligence Graph alongside their ERP and operational systems.
Ready to connect Salesforce?
See how your Salesforce data looks in Go Fig with a personalized demo.
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