Salesforce

Overview

Most SEO tools optimize for traffic. Orbitr optimizes for revenue — and that requires knowing what your best customers actually look like. Connecting Salesforce gives agents access to your opportunity pipeline, account data, and deal history, so they can connect content performance to business outcomes rather than vanity metrics.

With Salesforce connected, Orbitr can answer questions like: which blog posts or landing pages preceded the most won deals? Which industries or personas are converting at the highest rate from organic? What content gaps exist for the segments your sales team is actively pursuing? These insights transform SEO from a traffic exercise into a revenue-generating strategy.

What Agents Can Do

• Identify which organic content topics correlate with high-value closed deals
• Surface keyword and content opportunities aligned with your top target accounts and industries
• Understand which content assets appear in the journeys of your best customers
• Analyze lead source attribution to quantify the revenue impact of organic search
• Identify content gaps for the verticals and personas your sales team is prioritizing
• Align content calendar priorities with seasonal pipeline trends and sales cycles
• Surface which product pages or solution pages are most visited by prospects in active opportunities

Setup

1. Go to Settings → Integrations in your Orbitr dashboard
2. Click Connect next to Salesforce
3. A popup will open redirecting you to Salesforce's authorization screen
4. Log in with your Salesforce account if prompted
5. Select the Salesforce org you want to connect
6. Review and approve the permissions Orbitr is requesting
7. You will be returned to Orbitr with your org connected

Required Permissions

Orbitr requests read-only access to the following objects in your Salesforce org:

• Opportunities — deal stage, close date, amount, and source attribution to connect pipeline data to content performance
• Accounts — industry, company size, and segment data to understand which audiences your content reaches
• Leads and contacts — aggregated lead source and campaign attribution data (individual PII is not accessed or stored)
• Campaigns — marketing campaign performance data to correlate with organic channel attribution

Orbitr accesses Salesforce data in read-only mode. No records are created, modified, or deleted in your Salesforce org. Individual contact records and personal data are aggregated and anonymized before being used for analysis.

Which Agents Use This

• Leads Agent — uses pipeline and deal data to identify which content topics drive qualified opportunities
• Strategy Agent — incorporates revenue attribution and pipeline trends into content prioritization decisions
• Content Agent — uses account and industry data to inform the topics, tone, and personas targeted in new content
• Keyword Research Agent — identifies high-intent keywords based on the language and industries present in your winning deals
• CMO Dashboard — surfaces the revenue impact of organic search alongside pipeline and sales performance metrics