Capture Salesforce Accomplishments in Confirm Performance Reviews
Reviews that rely on memory miss 80% of what actually happened. Connect Salesforce and never lose an accomplishment again.
How Confirm captures Salesforce data
Confirm connects to Salesforce and continuously pulls your team's real work activity. When review season opens, AI-drafted self-reflections and manager reviews are pre-populated with what actually happened — not what people can remember.
Connect Salesforce to Confirm
Your dedicated integrations lead sets up a secure, read-only API connection to your Salesforce workspace. Most setups take less than a day.
Confirm captures ongoing activity
As your team works in Salesforce, Confirm continuously captures relevant accomplishments — completed work, milestones hit, and contributions made.
AI drafts reviews with real data
When performance cycles open, Confirm uses Salesforce activity to draft self-reflections and manager reviews grounded in actual output — not memory.
Managers review and finalize
Managers review AI-drafted content sourced from Salesforce and other connected tools, edit as needed, and submit — cutting review prep time dramatically.
What you get with Salesforce + Confirm
Deals closed automatically
Every closed deal in Salesforce surfaces as a win in Confirm. Sales reps get credit without manually logging accomplishments.
Pipeline and quota data
Pipeline managed, meetings booked, and quota attainment from Salesforce feed directly into AI-drafted review content.
Reviews grounded in revenue
Confirm uses Salesforce data to draft self-reflections and manager reviews based on actual sales performance.
Dedicated integrations lead
Your Confirm integrations lead handles the Salesforce connection so you're live quickly without engineering support.
"Reviews that rely on memory miss 80% of what actually happened. Connect Salesforce and never lose an accomplishment again."
Book a Demo →Frequently asked questions
What data does Confirm pull from Salesforce?
Confirm pulls work activity and output data from Salesforce — the specific metrics depend on your category. This data is used to populate AI-drafted self-reflections and manager reviews with real accomplishments instead of relying on memory.
How does Salesforce data appear in performance reviews?
Salesforce activity surfaces automatically as accomplishments in review drafts. Employees see their actual work called out in self-reflections. Managers see what their reports actually shipped. No more "tell me what you accomplished this quarter."
How long does it take to set up the Salesforce integration?
Most integrations are live within a few days. Your dedicated Confirm integrations lead handles the API connection, permissions, and field mapping — no engineering required on your side.
Is employee data from Salesforce kept private?
Yes. Confirm uses read-only API connections to Salesforce and only pulls performance-relevant activity data. All connections are encrypted and access is role-based. Confirm is SOC 2 compliant.
How often does Confirm sync from Salesforce?
Confirm syncs Salesforce data on a regular schedule (typically daily) so your review data is always current when performance cycles open.
Ready to connect Salesforce with Confirm?
Book a 30-minute demo and see how Confirm connects to Salesforce to capture real work data for accurate performance reviews.