Overview
What this integration does
Salesforce sends the operational data VaakuOS needs to identify abandoned intent, personalize recovery, and close the loop when revenue is recovered. The connection is designed to stay close to your existing stack, so your team can keep using current commerce, CRM, or workflow tools while VaakuOS handles recovery orchestration.
Setup steps
Launch checklist
Follow these steps in order. For beta or waitlist integrations, the VaakuOS team will confirm access before production traffic is enabled.
- 1
Authorize VaakuOS with a Salesforce connected app user.
- 2
Map lead, account, and opportunity fields to your CRM schema.
- 3
Define ownership and routing rules for high-value recovery events.
- 4
Test bi-directional status updates with a sandbox record.
