Opportunities
Name, amount, stage, close date, probability, type, and account context support the review.
Salesforce + RunwayCal
Read supported Salesforce accounts, contacts, and opportunities, review suggested links to existing RunwayCal deals, and approve only the records that belong in the plan. No Salesforce record is changed.
What connects
After you connect Salesforce through OAuth, you choose when to refresh and which opportunities to approve. Only the records you approve are added to RunwayCal.
Accounts and contacts
Supported account and contact details help identify an opportunity. They do not become separate RunwayCal records.
Suggested deals
RunwayCal suggests whether to link an existing deal or create one, then waits for you to approve or skip it.
Connection health
Connection status, the last refresh, token expiry, and errors show when you may need to refresh or reconnect.
Without Salesforce connected vs with Salesforce connected
Without Salesforce connected
- Export opportunity lists before financial review
- Type selected opportunity details again
- Keep source links outside RunwayCal
With Salesforce connected
- Read supported Salesforce records
- Review suggested opportunity and deal matches
- Approve selected records in RunwayCal
- Keep CRM probability separate from cash received
Who uses this connection
Finance and sales alignment
Review the opportunity records that should inform the operating plan.
Long-cycle revenue planning
Keep close dates and amounts visible as expected context without calling them collected cash.
Controlled record matching
Use explicit review to link an opportunity to an existing RunwayCal deal.
Connection boundary
The Salesforce connection requests API and refresh-token access. It reads supported records and adds only approved records to RunwayCal. Opportunity probability is context, not an automatic cash forecast.
OAuth connection · explicit approval
Review opportunity context before it enters the financial model.
Salesforce manages the opportunity. RunwayCal lets you decide which opportunity details belong in financial planning.
The connection reads the accounts, contacts, and opportunities available to the authorized Salesforce user. It uses source IDs, names, and amounts to suggest possible matches.
Approval creates or links a RunwayCal deal with the supported amount and stage context. It does not change Salesforce, guarantee a close, or record cash received.
RunwayCal refreshes tokens when required. Disconnecting attempts to revoke provider access, clears the saved authorization and cached data, and removes Salesforce links from RunwayCal deals.
Keep opportunity operations in Salesforce. Bring only reviewed, selected opportunity context into RunwayCal planning.
Review Salesforce data in RunwayCal
Connect the supported account, inspect available data, and approve what enters RunwayCal.