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Documentation Index

Fetch the complete documentation index at: https://knowledge.deeto.com/llms.txt

Use this file to discover all available pages before exploring further.

The Deeto Salesforce integration brings your reference program directly into your sales team’s existing Salesforce environment. Sales reps can invite prospects, find matching references, and track reference activity without leaving Salesforce.

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Prerequisites

  • Active Salesforce org (sandbox or production) with Admin access
  • Active Deeto workspace with Admin access
  • Installation URL from your Deeto Customer Success Manager

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Installation

1

Get your installation URL

Log in to your Deeto workspace as an administrator. Go to Settings → Integrations → Salesforce. Your Deeto CSM will provide a customized installation link for your environment.
2

Install the package in Salesforce

Copy the installation URL and paste it into your browser while logged into Salesforce. On the “Install Deeto Package” screen, choose your target environment:
  • Production — Install in your live Salesforce org
  • Sandbox — Install in a test environment first (recommended)
Review the package contents and click Install.
3

Configure field mappings

After installation, go to Deeto Settings in Salesforce → Integration → Field Mapping. Map Salesforce fields to Deeto:
  • Contact fields — name, email, company, industry, etc.
  • Account fields — company name, industry, size, etc.
  • Opportunity fields — stage, amount, close date, etc.
Save your mappings.
4

Assign permissions

Go to Setup → Users → Permission Sets. Find the Deeto User permission set, click Manage Assignments, select the users who should have Deeto access, and click Assign.
5

Enable the Deeto tab

Go to Setup → App Manager. Create a new app or edit an existing one, add the Deeto tab, save, and assign it to relevant users.
6

Configure the Connected App

Go to Setup → Apps → Connected Apps → Manage Connected Apps. Find “Deeto”, review the OAuth scopes and permissions, and approve if prompted.
7

Test the integration

Open an Opportunity in Salesforce and click the Deeto tab. You should see Deeto reference options. Try inviting a prospect to verify reference matching works correctly.

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What you get after installation

Deeto tab in Opportunities — View recommended references for prospects, invite them to connect with references, track reference call status and outcomes, and access customer proof — all without leaving Salesforce. Deeto tab in Accounts — View all references associated with an account, track their engagement and participation, and access their contribution history. Campaign triggering — Use Salesforce Flows to automatically trigger Deeto campaigns. Enroll contacts based on opportunity status and collect feedback at key lifecycle moments.

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Troubleshooting

Verify the Deeto app is enabled in your org. Check that the Deeto tab is added to your app layout. Ensure your user has the Deeto permission set assigned.
Review your field mappings in Deeto Settings. Verify that Salesforce field API names are correct and that data types match between systems.
Verify you have references in your Deeto Knowledge Hub. Check contact and account matching criteria. Ensure the Salesforce contact has sufficient data for matching.

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Next steps

  • Train your sales team on using the Deeto tabs in Salesforce
  • Set up Flows to automatically trigger campaigns based on opportunity events
  • Populate your Knowledge Hub with references
  • Monitor reference engagement in Platform Performance

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Support

Contact your Deeto Customer Success Manager or email support@deeto.ai.