About

Salesforce is the world's leading CRM platform, used by sales and customer success teams to manage pipelines, accounts, and customer relationships. The Zentry–Salesforce integration connects customer revenue data with internal spending, giving leadership a complete picture of customer acquisition and retention costs.

Link Zentry expense reports to Salesforce Opportunities so that deal-related travel, entertainment, and software costs are visible alongside revenue. Sales managers can see the true cost of closing each deal.

Automatic budget allocations triggered by Opportunity stage changes ensure that sales teams have approved spend authority when deals progress, without waiting for manual finance approvals.

Requirements

Salesforce Professional, Enterprise, or Unlimited edition. The integration uses Salesforce Connected App authentication and requires Modify All Data or a custom profile with API access enabled.

A Salesforce administrator must install and configure the Zentry managed package or Connected App from the Salesforce AppExchange before the integration can be authorized.

Getting Started

Install the Zentry package from the Salesforce AppExchange (search "Zentry"). Once installed, go to Zentry Settings → Integrations → Salesforce and authorize via OAuth.

Select which Salesforce objects to sync (Opportunities, Accounts, or both) and configure field mappings. Test by linking a Zentry expense to an existing Salesforce Opportunity.