SafeBase has implemented a new feature that allows our customers to pull revenue data into our accounts table if the Salesforce integration connected. This includes customer type, revenue, and deal stage.
Note 1: This is a beta feature. If you would like to test it out, please reach out to your dedicated CSM, connect with us in our live chat, or send us a message at: support@safebase.io.
Note 2: If you are currently using our legacy Salesforce integration, take note of your current settings, disconnect, refresh the page, and connect to the non-Legacy Salesforce integration. Make sure that the settings selected are the same as before. If you were using an integration user that only had the permissions outlined here, then prior to reconnecting, please ensure the following Read permissions are enabled for the Opportunity object:
Amount
Created Date
Closed Date
StageName
AccountId
Id
Verify that you are using the newer Salesforce integration and not the one seen above.
Setup Instructions
Ensure that the new Salesforce connection is enabled, and that the integration user has additional permissions to read from the Opportunity object for the following fields:
Amount
Created Date
Closed Date
StageName
AccountId
Id
Once this is completed, toggle the CRM Data Sync toggle in your portal's settings page.
Data will start syncing in the background. If you have a large # of Salesforce linked Accounts, this may take several minutes. After this initial sync, the data will automatically refresh on a daily basis.
Usage
You will now see additional columns in the Accounts page, as well as a new dashboard in the Dashboard page.
How it Works
We are collaborating with customers to customize the behavior of this dashboard and how the numbers are calculated. At the moment, we are doing the following:
Accounts Page
After toggling this setting, you will now notice 3 additional columns in the Accounts table:
Customer Type: For SafeBase Accounts that are linked to a Salesforce Account, we are retrieving the
Typefield from the Account object.Revenue: For SafeBase Accounts that are linked to a Salesforce Account, we are reading the
Amountfield for the most recently created Opportunity.We also have an option to read a numerical value from an custom Account field if your company tracks revenue this way. Please reach out to your CSM to set this option up. If this is used, we will not read the Opportunity Amount.
Deal Stage: We are taking the
StageNamefrom the most recently created Opportunity.
Dashboard Page
After toggling this setting, you will notice a new tab in the Dashboard page called Advanced Analytics. This tab comprises the following 4 tables:
Adoption: This table lists the total number of each Customer Type for all SafeBase Accounts.
Security Influenced Deals - By Revenue: This table lists the total amount of revenue for Open, Closed Won, and Closed Lost opportunities. For each account, we are taking the Amount value of the most recently created opportunity.
Security Influenced Deals - By Status: This table lists the number of Salesforce linked accounts based on the most recently created opportunity, along with Open, Closed Won, and Closed Lost statuses.
Questionnaires Submitted: If you allow customers to upload questionnaires through your trust center, this table will show the number of questionnaires submitted for each Customer Type.
Notes:
We understand that customers may calculate these values, especially revenue, differently. Please contact your CSM so that we can help customize this for your needs.
The calculations are dependent on the quality of your Salesforce AND SafeBase data. For example, if you have duplicate Salesforce linked Accounts in SafeBase, we will potentially double count the revenue. In addition, if a field in Salesforce such as Type has not been set correctly, this incorrect value will also appear in SafeBase.
Feedback
This is a feature that we are very excited about. If you have any product feedback or ideas, please reach out to your CSM.