Overview
The Salesforce integration lets you:
Import deals – Sync Opportunities from Salesforce into Letter Compass
Keep deals in sync – Deals stay aligned with Salesforce as opportunities change
Use Salesforce data – Contacts, accounts, emails, and products are available in Compass
Push activity to Salesforce – Scorecard results and AI Sales Room share link counts can be written back to Salesforce
Connecting Salesforce
Where to Connect
Go to Settings → Integrations → CRM
Find Salesforce and click Authorize
What Happens During Authorization
You’re redirected to Salesforce to sign in
You approve access for Letter Compass
The Letter managed package is installed in your Salesforce org
The package adds custom objects and fields used by Compass
After Connection
When you see “Salesforce is authorized for your organization”, the connection is active. You can use Reauthorize if you need to refresh access (for example, after a password change).
Field Mapping
If your org uses custom Opportunity or Account fields, you can map them in Compass.
Where to Configure
Go to Settings → Team Settings → Letter Compass
Open the Salesforce configuration tab
Review and adjust the field mappings
Mappable Fields
Letter Compass Field | Default Salesforce Field |
crm_id | Id |
customer_name | Name |
amount | Amount |
description | Description |
stage_name | StageName |
close_date | CloseDate |
probability | Probability |
forecast_category | ForecastCategoryName |
created_at | CreatedDate |
modified_at | LastModifiedDate |
last_activity_at | LastActivityDate |
account_id | AccountId |
account_name | Account.Name |
account_industry | Account.Industry |
employee_count | Account.NumberOfEmployees |
owner_name | Owner.Name |
owner_email | Owner.Email |
How It Works
Each row maps a Letter Compass field to a Salesforce field
Compatible Salesforce fields are suggested based on type (e.g., Currency, Date, Text)
If a mapping is invalid or missing, you’ll see a warning
Click Save changes to apply updates
Importing Deals
Manual Import
Open Letter Compass from the sidebar
Click Import Deals (visible when Salesforce is connected)
Browse and search opportunities
Select the opportunities to import
Click Import to add them to Compass
What Gets Imported
For each Opportunity, Compass imports:
Deal info – Name, amount, stage, close date, description
Account – Account name, industry, employee count
Products – From Opportunity Line Items
Owner – Owner name and email
Contacts – From Opportunity Contact Roles (name, email, phone, title)
Activity – Last activity date, created/modified dates
What Compass Reads from Salesforce
Compass reads from these Salesforce objects:
Object | Purpose |
Opportunity | Deal data (amount, stage, close date, etc.) |
Account | Account name, industry, employee count |
User | Owner info and employee matching |
OpportunityContactRole | Contacts on the opportunity |
Contact | Contact details (name, email, phone, title) |
EmailMessage | Emails related to the opportunity |
OpportunityLineItem | Products on the opportunity |
OpportunityFieldHistory | Stage and close date changes |
What Compass Writes to Salesforce
Compass can write back to Salesforce:
Object | What’s Written |
Opportunity | AI Sales Room share link count (custom field) |
LetterAiSubmissionsc (custom) | Scorecard results (score, content link, type, etc.) | |
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