Salesforce
Two-way sync between TrailerCast and your Salesforce org. Opportunity status flows in. Trailer activity flows out as Tasks on the Activity Timeline. Auto-linked on the Contact's email, with zero manual matching.
How data flows
Three TrailerCast events push to your Activity Timeline. One pull keeps Opportunity status in sync the other direction.
- Trailer sentshare URL · seller note · timestamp
- Prospect viewedview %, watch time, viewed_at
- Prospect replymessage body · sender · timestamp
- Deal status syncstage · value · won/lost/pending
- Deal timelineTasks on the Opportunity
- Deal pipelineOpportunity stage + IsClosed/IsWon
- Contact lookupEmail match → linked deal
What TrailerCast reads from Salesforce
Pulled on every new share + every 30 min for already-linked Opportunities. Read-only: TrailerCast never modifies your Opportunity stage, amount, or pipeline.
| TrailerCast surface | Salesforce field |
|---|---|
| Deal status pill (won / lost / pending) | Opportunity.IsClosed + Opportunity.IsWon |
| Deal value on the demo card | Opportunity.Amount |
| Linked deal name | Opportunity.Name |
| Stage label | Opportunity.StageName |
| Linked contact identity | Contact.Email + FirstName + LastName |
| Contact ↔ Opportunity association | OpportunityContactRole |
What TrailerCast writes to Salesforce
Three event types append a Task to the linked Opportunity (Status = Completed, so it lands on the Activity Timeline as historical context, not as a pending to-do for the rep).
| Event | What gets written | Where |
|---|---|---|
| Trailer sent | Recipient name + share URL + seller note (if any) | Task on the linked Opportunity (Status = Completed) |
| Prospect first view | Recipient name + completion % + watch time + share URL | Task on the linked Opportunity (Status = Completed) |
| Prospect reply | Sender name + first 280 chars of the message + share URL | Task on the linked Opportunity (Status = Completed) |
Each Task is timestamped to when the event happened and includes a deep-link in the Description back to the share page in TrailerCast. One click takes the rep from the Opportunity timeline to the trailer the prospect actually watched.
Setup takes 60 seconds
Production by default. Connecting a sandbox is a one-flag change. Talk to us if your team works that way.
Click Connect Salesforce in Settings → Integrations
Admin-only. Takes you to your Salesforce org's standard OAuth consent screen.
Sign into Salesforce, pick the org, allow the requested scopes
TrailerCast never sees your password. Salesforce returns a token scoped to that org; we encrypt it before storage.
Land back in TrailerCast, you're done
Tile flips to 'Connected' with your Salesforce email + org id. The next trailer you share auto-links to the Opportunity associated with that Contact.
Background sync runs every 30 minutes
When an Opportunity moves stages in Salesforce (pending → Closed Won, for example) the demo card updates within the next sync cycle.
Security & permissions
How we store your token
- OAuth 2.0 Web Server Flow. TrailerCast never sees your Salesforce password.
- Access + refresh tokens encrypted at rest with AES-256-GCM.
- Per-tenant
instance_urlscoped. Calls never cross orgs. - Disconnect any time from Settings → Integrations. Connection row is revoked, no further calls happen.
- Every connect / disconnect logged to your TrailerCast audit log.
Requested OAuth scopes
Minimal: the standard api scope plus the two scopes Salesforce requires for refresh tokens to work.
apiRead Opportunities + Contacts via REST + insert Tasks on linked dealsrefresh_tokenRequired to issue a long-lived refresh tokenoffline_accessRequired for the refresh token to actually be returned
Note: some Salesforce orgs lock down Connected Apps. If your org does, your Salesforce admin may need to pre-approve TrailerCast in Setup → Manage Connected Apps before reps can authorize.
Connect Salesforce in your Integrations tab.
One click for admins. The next trailer you share to a known Contact lights up the Opportunity pill with real data.