⚠️ Only admin Company Owner role can set up the connection, and they must also have the required Salesforce permissions to install the PitchMonster app.
1. Go to the Integrations Page
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Log in to PitchMonster.
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Open the Integrations section from the left-side menu.
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You will see two areas:
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Connected A
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Available (all available integrations)
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2. Select Salesforce
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Select Salesforce in the Apps list.
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Click Connect.
3. Choose Your Salesforce Environment
You will be prompted to select one of the two connection types:
Production - your live CRM environment. Most teams should choose this option because it uses real Opportunity and contact data.
Sandbox - a testing environment used for training or QA.
Choose this if you want to test the connection without touching real production data.
4. Log in Through Salesforce
After choosing your environment:
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Click Continue to Salesforce.
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You’ll be redirected to the Salesforce login page.
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Log in with your Salesforce credentials.
Important note: The person logging in must have permissions to install and authorize third-party applications in Salesforce. If a user without permissions tries to connect, Salesforce may block the authorization.
5. Complete the Authorization
Once Salesforce approves the connection:
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You will be automatically redirected back to PitchMonster.
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Your Salesforce status will now show Connected in the Integrations section.
6. Managing the Connection
If needed, you can disconnect Salesforce at any time:
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Go to Integrations.
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Click on Salesforce, then click the three dots next to the Connected status and select Disconnect.
Disconnecting will stop all Salesforce-related features until it’s reconnected.
7. Generate a Role-Play from a Salesforce Opportunity
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Click Create Role-play.
3. Chose Salesforce Opportunity
4. Paste the Opportunity link from Salesforce. Click Generate.
PitchMonster will pull all available Opportunity details and build a complete role-play scenario.
What Information We Pull from Salesforce
PitchMonster retrieves fields from the Opportunity, including:
- Contact Job title
- Close Date
- Amount
- Opportunity stage
- Next Step
- Opportunity description
- Website
- Product Lines
- Tasks
- Notes (title and description)
What the Final Role-Play Looks Like
The generated role-play will include:
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Persona and company context
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Trigger event / reason for outreach
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Pain points and goals
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Big-picture summary of the Opportunity
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Conversation steps
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Realistic objections based on Opportunity data
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Suggested starting phrases
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Overall scenario structure
It’s designed for two main use cases:
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Rehearsing before a real sales call
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Analyzing a struggling Opportunity by practicing the scenario
8. Limitations (Temporary)
At this stage:
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Scoring is not generated from Salesforce-based role-plays.
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More Salesforce analytics features will be added in future updates.