UserEvidence for Salesforce

Connect your Salesforce org to UserEvidence so the two things that move a deal, proof from your customers and the customers themselves, sit on the Opportunity your team is already looking at. No hunting through a content folder, no reference request lost in a Slack thread.

⚡ What your team gets

📌 Recommended proof on the Opportunity: A UserEvidence Content Recommendations component surfaces relevant testimonials, case studies, stats, and videos for that specific deal. The full library is searchable from inside Salesforce.

🤝 Reference requests from the deal itself: A Reference Management panel lets sellers Request a reference or Choose from advocate matches. The form is built live from UserEvidence, including your org's custom fields, so each team sees the questions it configured with no code change.

🔄 Tracked to completion: Requests move through a visible path (Requested, Awaiting Advocate, Awaiting Prospect, Booked, Completed), one tracker per request. On completion, the reference ID, advocate, status, and date stamp onto the Opportunity, so your existing reports keep working.

🎯 Referrals credited to revenue: Advocate referrals land as Leads with source Advocate Referral and full attribution that carries onto the converted Opportunity, so referred pipeline traces back to the advocate who sourced it.

📋 Real Salesforce data: Views, clicks, references, and referrals are stored as records, so list views, reports, and dashboards work as they always do. Both packages ship pre-built reporting: win rate with versus without a reference, revenue influenced, time to close, referral conversion, and a top-advocate leaderboard.

🤖 Agentforce gets the library too: An optional Search UserEvidence Content action lets agents search your library in natural language and return matching proof with links. Read-only, so it never changes a record.

🔐 Access you control: Permission sets separate everyday users, administrators, and the integration account, using standard Salesforce permissions.

🛠️ Built for administrators

No code, no consultant. Install, assign the permission sets, paste the UserEvidence API key into the packaged configuration screen, and drag the components onto the Opportunity page. Remote Site Settings and CSP Trusted Sites ship inside the package.

For the write-back, a packaged External Client App handles OAuth. Instead of exchanging client secrets by email, you nominate a Run As user, ideally a free API-only Salesforce Integration user, and UserEvidence can see and edit exactly what that user can and nothing more.

Runs in Production or Sandbox. Setup takes about 45 to 60 minutes per package, covered step by step in the post-installation setup guides.