Salesforce
The commercial truth about a vendor — who owns the account, what the contract says, what it costs — already lives in Salesforce. Urengi reads it so a review carries the spend and the renewal date without anyone rekeying them.
- Category
- CRM & procurement
- Auth method
- OAuth 2.0
- Direction
- Read-only
- Sync frequency
- Hourly
- Scopes requested
- 4
- Available on
- Growth and Enterprise
- Maintained by
- Urengi
What the Salesforce integration does
Three reads that put the commercial record beside the security one.
Contract value on the review
Annual value lands as a scoring input, so a £400 tool and a £400,000 one are not reviewed to the same depth by accident.
Renewal dates drive the schedule
Urengi reopens the review ahead of the contract renewal rather than on the anniversary of the last one — which is the date that actually matters.
The account owner is the vendor owner
Whoever owns the account in Salesforce is who Urengi chases for context, so a review is never assigned to a leaver.
Exactly what Urengi can see
Four read-only scopes on the objects you map. Urengi writes nothing back to your CRM.
Urengi reads
- Account names, owners and industries
- Contract value, term and renewal dates
- Opportunity stage where a review blocks it
- User display names and emails
Urengi writes
- Nothing — this connection is read-only
Urengi never touches
- Leads, contacts or personal customer data
- Notes, emails or activity history
- Reports, dashboards or forecast data
- Anything after you revoke the token
Connect it in four steps
One authorisation, one field mapping, and a test sync you run yourself.
01
Authorise the connection
Open Salesforce from this page and approve the scopes listed above — OAuth in a browser tab, or a scoped API key you paste. An admin approves them once.
02
Choose what syncs
Pick the projects, spaces or accounts Urengi should watch. Narrow is fine to start with; widening it later does not re-authorise anything.
03
Map your fields
Match owners, cost centres and tiers to what Urengi already tracks. Defaults arrive pre-filled from the first sync, so most teams change nothing.
04
Run a test sync
Pull one record and check it landed on the right review. The audit entry confirms the mapping before a real vendor is touched.
Your token, your rules.
Urengi stores the Salesforce token encrypted at rest under a per-tenant key and never replays it outside the scopes you approved. Revoke the app in Salesforce and every Urengi write stops within seconds — the audit log keeps the history, the connection simply ends.
Read the security statement- SOC 2 Type II
- audited annually
- Per-tenant keys
- no shared secrets
- Revocable in Salesforce
- one click, no ticket
- EU or US residency
- chosen at signup