Salesforce Packaged Integration

Overview

The Poggio Salesforce Package is a managed AppExchange package that brings Poggio's account intelligence directly into Salesforce. It distributes Poggio-generated POVs, account plans, and deep research into the surfaces where revenue teams already work, without replacing any existing tools or workflows.

The package connects Poggio's intelligence engine to Salesforce through native objects, flow actions, and Agentforce integrations, built on Salesforce's recommended External Client Application pattern. Once installed, your team gets access to tailored, real-time account insights inside Salesforce, powered by the same Superagent that drives Poggio's web app and Slack integration.

This package supersedes the previous Merge-based Salesforce integration. It replaces the third-party sync layer with a direct, native connection between Poggio and your Salesforce org.

This package is a joint solution leveraging the best of Poggio and Salesforce as a distribution of intelligence to every surface where revenue work happens.

How it works

At the core of the integration are Salesforce Flows. Every step in the diagram above is orchestrated through native Flow actions, which means IT and RevOps admins have complete control over the data flow, trigger conditions, frequency, and business logic. There is nothing proprietary or opaque about how the package operates. You configure it using the same Flow Builder your team already knows, and you can customize, extend, or replace any template to fit your process. It's a seamless fit into your existing Salesforce governance model: high value, low effort.

The package supports two primary workflows:

• Account POV generation: Automatically or manually trigger Poggio to build an external POV for any account, with results written back to a Poggio Account Intel record in Salesforce
• Account Plan creation: Trigger Poggio to generate or update Account Plan records, along with Account Objectives and Contacts, based on current account state and POV data

What it unlocks

For sellers

Everything about how you sell stays the same. You keep your CRM workflow, your pipeline, your process. What changes is that you now have Poggio's deep account intelligence available right on the Account record in Salesforce. No tab-switching, no separate login.

• POV summaries and top themes visible directly on Account page layouts
• POV strength scoring (low, medium, high) to help prioritize outreach
• Ask Poggio via Agentforce to get real-time, grounded answers about any account
• Account plans generated and kept up to date automatically
• Account objectives maintained alongside each plan to keep strategy focused
• Contacts populated with seniority, department, and labels so they appear in the Relationship Map

For RevOps and IT

You get full control over how Poggio intelligence flows into your Salesforce org. The package is built on standard Salesforce primitives (custom objects, invocable Apex actions, flow templates), so it fits into your existing automation and governance model.

• Setup Assistant walks through installation in minutes, not hours
• Permission sets for admins, integration users, and standard users
• Flow actions and templates you can customize or extend with Flow Builder
• Package logging with configurable log levels and retention limits
• System Connections panel for managing the Poggio-Salesforce authentication

For sales leadership

Your team's existing reports, dashboards, and pipeline management stay exactly as they are. The package adds a layer of account intelligence that helps reps prioritize the right accounts and show up better prepared.

• POV fit scoring across accounts for territory and pipeline prioritization
• Account plans, objectives, and relationship maps that stay current as new information surfaces
• Consistent intelligence across every surface: what a rep sees in Salesforce matches what they see in Poggio, Slack, and the Superagent

Package contents

The Poggio Salesforce integrated solution ships as two installable packages: a Core Package and an optional Agentforce Extension Package.

Core package

Custom objects

Flow actions

The package includes invocable Apex actions that can be used in any Salesforce Flow:

Flow templates

Setup assistant

A guided setup experience built into the package. After installation, the setup assistant walks admins through:

• Integration User Config: Create a dedicated integration user and assign the packaged permission set
• System Connections: Enter your Poggio Client ID and Client Secret, then authorize the connection. Poggio uses a client credentials flow, so no redirect URLs or user-level OAuth are required.
• Package Log Configuration: Enable or disable logging, choose log level (Errors Only or All Activity), set maximum log retention (1,000 / 5,000 / 10,000 records), and bulk-delete logs

Permission sets

Agentforce extension package

The Agentforce Extension Package adds a dedicated Agentforce topic and actions that let sellers interact with Poggio directly from Agentforce.

Agentforce topic

Poggio Account Intelligence Orchestration: Enables end-to-end creation, regeneration, enrichment, and querying of Poggio-powered account intelligence directly from Salesforce.

Agentforce actions

Installation and configuration

Prerequisites

• Salesforce Enterprise Edition or higher
• Agentforce cloud enabled (for the Agentforce Extension Package)
• Lightning Experience enabled
• System Administrator role or equivalent permissions
• A Poggio workspace with API access (Client ID and Client Secret)

Step 1: Install the packages

Install the Core Package first, then optionally install the Agentforce Extension Package. Installation links will be provided by your Poggio account team.

Step 2: Run the setup assistant

After installation, navigate to the Poggio Setup tab in Salesforce. The setup assistant has three sections:

1. Configuration

Start with Integration User Config:

• Follow the guided steps to create a dedicated integration user in your org
• Assign the Integration User permission set to this user
• Once complete, you'll be given a deeplink to the Poggio integration tab to authenticate

Then complete System Connections:

• Enter your Poggio Client ID and Poggio Client Secret (provided by your Poggio team)
• Click Authorize. The package uses a client credentials flow to obtain a system-level access token.
• The token is encrypted and stored in a protected custom setting

Finally, configure Package Log Settings:

• Toggle logging on or off
• Choose log level: Errors Only or All Activity
• Set maximum log retention: 1,000 / 5,000 / 10,000 records
• Older logs are automatically deleted when the limit is reached

2. Features

Review the features included in the package and how each one works.

3. Licenses & Permissions

View and manage the permission sets and licenses included in the package.

Step 3: Assign permission sets

Assign permission sets to your users based on their role:

• Setup Admin: for the admin who installed and configured the package
• Standard Poggio User: for sellers and managers who will use POV data and flow actions
• Standard Agentforce Poggio User: for users who will interact with Poggio via Agentforce (requires the Agentforce Extension Package)

Step 4: Add fields to page layouts

Poggio Account Intel fields are not automatically added to your Account page layouts. To make POV data visible to sellers:

1. Navigate to Setup > Object Manager > Account
2. Select Page Layouts and choose your desired layout
3. Add a related list for Poggio Account Intel records
4. Optionally, add key fields (POV Summary, POV Strength, Top Themes) directly to the Account layout

Step 5: Configure or customize flows

The package includes flow templates that work out of the box. To customize:

1. Navigate to Setup > Flows
2. Find the Poggio flow templates
3. Clone a template to create your own version
4. Modify trigger criteria, add conditions, or incorporate the packaged flow actions into your existing flows

How the package fits in

The Poggio Salesforce Package is the engine behind all of Poggio's surfaces. It drives the deep research that produces POVs, caches that intelligence in your Poggio workspace, and crystallizes strategies in Salesforce as Account Plans, Relationship Maps, and Account Objectives. Everything downstream, every surface where sellers interact with Poggio, is fed by this foundation.

Those surfaces include:

• Poggio UI: the full web application for deep research, account exploration, and workspace configuration
• Slack: ask Poggio about any account directly from a Slack channel, with answers grounded in the same POVs and plans stored in Salesforce
• Salesforce: POVs, account plans, and Agentforce interactions via this package
• Superagent: Poggio's do-everything Revenue agent that puts all of the intelligence and tools at sellers' fingertips. It's the same Superagent whether a seller is interacting directly in chat or building account plans behind the scenes based on a configured Flow.

A POV generated from Salesforce is the same POV visible in the Poggio web app and queryable in Slack. An Account Plan drafted by a Flow is the same plan a seller reviews in Agentforce. This means:

• IT and RevOps configure once, distribute everywhere. The Salesforce package gives you native CRM observability and control over the intelligence that powers every surface.
• Sellers get consistent, up-to-date intelligence no matter where they're working. No conflicting data across tools.
• Leadership gets a unified view of account coverage, strategy quality, and intelligence depth across the organization

Support

If you encounter issues during installation or operation:

1. Check the Package Logs tab in Salesforce for error details
2. Verify the System Connections section shows an authorized status
3. Confirm permission sets are correctly assigned
4. Contact support at support@poggio.io or through the support modal in your Poggio workspace