Salesforce Integration

Salesforce

Salesforce Integration

Sync Salesforce campaign performance to drive allocation recommendations

⚠️ Not connected to Salesforce
Reset or locate your token under Setup → Security → Reset My Security Token.
Choose your Salesforce login domain. Leave blank to specify a custom My Domain.

Connecting to Salesforce...

What You Get:

  • Pulls live campaign metrics from Salesforce Marketing Cloud or Campaigns
  • Normalizes performance by channel for the allocation calculator
  • Feeds MTI/SNI market signal analysis using Salesforce demand data
  • Supports sandbox testing and secure credential storage in session
  • Falls back to sample data for demos without live credentials
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BRRRBOT

AI Budget Assistant

👋 Hey there! I'm BRRRBOT, your AI budget allocation assistant.

I can help you:

  • Understand your MTI and market regime
  • Explain allocation recommendations
  • Navigate features and settings
  • Optimize your marketing budget

What would you like to know?

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