Salesforce Integration

Minoa delivers a native Salesforce integration that embeds value selling directly into your CRM workflow. With bi-directional data sync, custom objects, and a dedicated Lightning component, your sales team can create, track, and share business cases without ever leaving Salesforce. The integration provides full flexibility for custom reports and analysis of your value selling efforts. Track which deals have business cases, measure engagement with prospects, and analyze how value selling impacts win rates—all using Salesforce’s powerful reporting tools. Whether you’re running forecasting meetings, building executive dashboards, or measuring ROI on your value engineering investments, Minoa’s deep Salesforce integration has you covered.

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What Gets Synced

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How It Works

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Data Sync (Salesforce → Minoa)

Minoa automatically syncs opportunity and account data from Salesforce via REST API:

• Sync frequency: Every 15 minutes
• Incremental sync: Only fetches opportunities modified since the last sync to minimize API calls
• Data synced: Opportunities, Accounts, Contacts, and configured custom fields

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Write-Back (Minoa → Salesforce)

When you create or update a business case in Minoa, the data is written back to Salesforce:

• Custom Object: Minoa_Business_Case__c stores business case details linked to each Opportunity
• Real-time updates: Changes in Minoa are reflected in Salesforce immediately

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Minoa Salesforce App

The optional Minoa Salesforce App provides:

• A custom Lightning component for the Opportunity page
• The Minoa_Business_Case__c custom object definition
• Pre-configured fields for business case data

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Integration Setup Guide

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Prerequisites

• Admin access to your Salesforce org (for installing the managed package)
• Admin or Integration permissions in Minoa

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Connect Salesforce

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Install the Minoa Salesforce App

The Minoa Salesforce App adds a custom Lightning component to your Opportunity pages and creates the Minoa_Business_Case__c custom object.

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Configuration Options

Access the configuration modal from Settings → Integrations → Salesforce → Manage.

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Opportunity Field Mapping

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Business Case Write-Back Fields

When you create or update a business case in Minoa, these fields sync to the Minoa_Business_Case__c object in Salesforce:

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Custom Opportunity Value Field

If your organization uses a custom field to track opportunity value (instead of the default Amount field), you can configure Minoa to use that field.

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Co-Owners for Opportunities

By default, Minoa shows opportunities to the Opportunity Owner. Configure additional co-owners to give other team members access to relevant opportunities: Option 1: Additional Owner Field

• Select a custom Salesforce field that references another user (e.g., Presales_Engineer__c, Solutions_Consultant__c)
• The user referenced in this field will see the opportunity in their Minoa dashboard

Option 2: Opportunity Team Roles

• Select one or more Opportunity Team Member roles (e.g., “Value Engineer”, “Solutions Architect”)
• Users assigned to these roles on an opportunity will see it in their Minoa dashboard
• You can configure up to 5 different team roles

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Account Metadata Fields

Configure which Salesforce Account fields should sync to Minoa for account context: You can map these to custom fields if your organization uses different field names.

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Sync Management

• Last synced at: Shows when the last successful sync occurred
• Reset: Force a full resync of all opportunities (useful after changing configuration)
• Sync now: Trigger an immediate sync instead of waiting for the scheduled interval
• Multi-currency: Shows whether your Salesforce org has multi-currency enabled (read-only)
• Re-Auth: Re-authenticate the Salesforce connection if you encounter permission issues
• Backfill: Recreate all Minoa_Business_Case__c records in Salesforce from Minoa data

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Securing the Integration

We recommend using a dedicated integration user with minimally scoped permissions for the Minoa Salesforce integration. This follows security best practices and makes it easier to audit integration activity.

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Required Permissions

The integration user needs read access to:

• Accounts
• Opportunities and related objects (OpportunityTeamMember, OpportunityLineItem)
• Contacts
• Users

The integration user needs write access to:

• Minoa_Business_Case__c (custom object created by installing the Minoa managed package)

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Setting Up an Integration User

1. Create a dedicated Salesforce user (e.g., [email protected])
2. Assign a Profile or Permission Set with the minimum required permissions listed above
3. Use this user’s credentials when connecting Minoa to Salesforce

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Using the Salesforce App

The Minoa Salesforce App adds a custom component to your Opportunity pages that displays business case information.

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Create a New Business Case

If no Minoa Business Case record is linked to the Opportunity, the component displays a Create Minoa Business Case button. Clicking this button redirects to the Minoa app where you can create a new business case that automatically syncs back to Salesforce.

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Review an Existing Business Case

If a Minoa Business Case is linked to the Opportunity, the component displays:

• Estimated value and ROI
• Number of external collaborators
• Level of detail indicator
• Number of prospect visits
• Last updated timestamp

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Quick Actions

• Open in Minoa: Opens the business case in the Minoa app for editing
• Copy Sharing Link: Copies the prospect-facing link to share the business case

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Configuring Component Visibility

You can control which users see the Minoa component using Salesforce’s standard component visibility settings:

1. In Lightning App Builder, select the minoaBusinessCase component
2. Click Set component visibility
3. Define filters based on user profiles, roles, or custom conditions

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Multi-Language Support

The Minoa Salesforce App supports translations. Contact us for instructions on translating the component text for your organization’s languages.

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Show Business Case in Forecast

You can create custom Opportunity fields to track business case status for forecasting, deal reviews, and analytics tools like Clari.

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Create a Roll-Up Summary Field

1. Go to Setup → Object Manager → Opportunity
2. Click Fields & Relationships → New → Roll-Up Summary
3. Name the field (e.g., Minoa_Business_Case_Count)
4. Select Minoa_Business_Case__c as the related object
5. Choose COUNT as the roll-up type

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Create a Checkbox Formula Field

1. Create a new Formula field on Opportunity
2. Set the return type to Checkbox
3. Use the formula: Minoa_Business_Case_Count__c > 0
4. Name the field (e.g., Has_Minoa_Business_Case)

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Using in Clari

To display the checkbox in Clari’s pipeline view:

1. Log in to Clari as an admin
2. Navigate to Settings → Data Integration → Salesforce Fields
3. Add the Has_Minoa_Business_Case field to the integration
4. Sync and add the field to your pipeline view columns

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Upgrading the Salesforce App

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Version History

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Upgrading to 2nd Generation

Minoa released a 2nd generation Salesforce package with significant improvements: New Features:

• External_Collaborator_Count__c – Count of external collaborators
• Level_Of_Detail__c – Business case completeness indicator
• Auto-refresh when returning from Minoa
• Optimized layout with better information hierarchy

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Troubleshooting

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Getting Help

If you encounter issues during setup or have questions:

• Email: [email protected]
• Slack: Reach out to your Minoa contact for real-time support