By the end, you’ll have Aligned successfully integrated with Salesforce, enabling you to:
View reporting and activity data directly inside your CRM
Link Aligned Rooms to Salesforce Opportunities (and optionally, Accounts or Leads)
⚠️ Prerequisites: Before You Begin
To ensure a smooth installation, confirm the following:
🔐 Permissions
You must be logged into Salesforce using a user with the System Administrator profile (custom admin roles may not have full access).
You must also be an Admin in Aligned.
🔗 Access to Integration
If the Salesforce integration icon is not visible in Aligned, or if you're unsure whether your Salesforce profile meets the requirements, please contact Aligned Support before proceeding.
🔧 Step 1: Install the Aligned Salesforce Package
This step connects your Aligned account with your Salesforce environment by installing the managed package.
In Aligned, navigate to:
Settings > Integrations > Salesforce
A Salesforce tab will open prompting Aligned App Access confirmation.
Click Allow and then Install.
After redirection back to Aligned, click the aligned_package link.
This will open the Salesforce Package Installation page.
Select Install for Admins Only, agree to the terms, and click Install.
Approve any third-party access requests when prompted.
Wait a few minutes for confirmation — this may arrive by email.
🔐 Step 2: Configure Access and OAuth Settings
In this step, you'll authorize the Aligned app and ensure the correct user profiles have access.
In the Quick Find bar, search for OAuth.
Click Connected Apps OAuth Usage, find Aligned, if it has an install button click on it.
Click on edit.
On the Aligned Connected App Detail page, click Edit Policies.
Set Permitted Users to:
Admin approved users are pre-authorized
Click Save
Scroll down to Profile Assignment and check the box for relevant profiles:
✅ System Administrator (required)
✅ Any other user profiles that will need access
Click Save again.
⚠️ Important: Failing to assign the correct profiles will prevent users from linking Rooms in Aligned.
🧩 Step 3: Configure Page Layouts in Object Manager
Once installation is confirmed configure Salesforce layouts to surface Aligned data to users.
🔹 A. Add “Aligned Room” to Opportunity, Account, or Lead Layouts
In Salesforce, go to Setup > Object Manager.
Search for the object you want to connect to (e.g., Opportunity, Account, or Lead).
Opportunity is most common.
Click Page Layouts, then select the layout you want to modify.
In the top palette, open Mobile & Lightning Actions, then drag Create Aligned Room into the layout.
Then, from the Related Lists section, drag Aligned Room into the layout..
Click Save.
Repeat this for any other layouts and objects where you want to show Rooms (e.g., Account, Opportunity and Lead)
🔹 B. Add “Aligned Contact Source” to Contact Layout
This field helps identify whether a Contact was automatically created by Aligned.
In Object Manager, search for and select the Contact object.
Click Page Layouts, then choose the layout you want to edit.
In the layout palette, search for Aligned Contact Source
Drag the field into a visible section (e.g., Contact Information).
5. Click Save.
✅ Step 4: Finalize Integration in Aligned
🔹 A. Post-Install Setup
Return to the Aligned tab where you began the integration.
Check the box: "Verify after completion of installation."
Follow the post-install prompts, which include:
Field Mapping: Choose which fields to sync from Salesforce, such as Stage, Amount, or other custom fields from Opportunity, Account, or Lead.
Room Trigger Setup (optional): Automatically create Rooms based on conditions like Stage = Qualified.
🔹 B. Adjust Salesforce Integration Settings (Advanced)
After completing setup, you can adjust additional configurations in Aligned:
Navigate to: Settings > Integrations > Salesforce > Settings
⚠️ Note: These settings are applied per group. Make sure to repeat the configuration for each group that needs Salesforce access.
🔧 Settings You Can Customize:
Main Salesforce Settings:
Enable or disable features like contact enrichment, room syncing rules, and more.
Activity Sync Configuration:
Choose which types of engagement data should be pushed to Salesforce (e.g., clicks, views, comments).
Your Customer Success Manager (CSM) can assist with best practices and help tailor the integration to your workflows.
👥 User Mapping: Aligned Users to Salesforce
During initialization, Aligned attempts to automatically match your users with their Salesforce accounts to enable integration access.
✅ User Mapping Requirements
For a successful match, each user must:
Have a Salesforce Username that matches their Aligned email address
Be under the ‘SFDC’ UserLicense
Be marked as Active (IsActive = true)
🔍 How to Check Mapped Users
Go to Settings > Members in Aligned
Look for users with the Salesforce logo next to their names
If a user should have access but doesn’t have the Salesforce logo, please contact your Customer Success Manager (CSM) for support.
🔗 Using the Integration: Connect a Room to Salesforce
Once the Aligned <> Salesforce integration is installed and configured, you can start linking Rooms to Salesforce records. This allows activity tracking and reporting to flow seamlessly between the two platforms.
✅ How to Connect an Existing Room
In Aligned, open an existing Room that you want to connect.
Click the Salesforce icon in the top-right corner of the Room.
In the "Connect Room with Salesforce" drawer, choose the Salesforce object you want to link to (e.g., Opportunity, Account, or Lead).
Search for and select the relevant Salesforce record.
Click Connect to complete the link.
Once connected, activity and metadata will start syncing automatically based on your configuration.
⚙️ 2. Automatically Connect Rooms with Triggers
You can configure auto-creation and auto-linking of Rooms based on Salesforce field criteria — perfect for reducing manual effort.
To enable this:
Go to Settings > Integrations > Salesforce > Settings.
Under Room Trigger Setup, define rules such as:
When Stage = Qualified, auto-create a Room.
When Type = Expansion, auto-link to a new Room.
Choose a template or keep “blank room”.
Now you can create a new Salesforce Object and a connected room will be created.
📈 View Synced Data in Salesforce
Once a Room is connected, Aligned begins pushing engagement data into Salesforce, making buyer activity visible to your team.
You can view this data in two main ways:
🧩 A. Aligned Room and Aligned Activities custom objects:
Navigating to the linked Opportunity, Account, or Lead record.
Clicking on the Aligned Room related list.
Opening the record to view aggregated data about the room.
On the “Aligned Room” record click on Related to see all the “Aligned Activities”.
Open an “Aligned Activity” record to see information about this buyer engagement event.
✅ B. Salesforce Tasks (Optional)
In addition to the custom object, Aligned activities are also logged as completed Tasks on the connected object — making them visible alongside your Salesforce timeline activity.
🚫 Want to disable tasks?
If you prefer not to sync Room analytics as Tasks:
Go to Settings > Integrations > Salesforce > Settings.
Click Modify analytics sent to CRM.
Turn off the toggle:
“Sync room analytics with completed tasks”.
This will keep data syncing for reporting purposes but avoid cluttering the activity feed with Task entries.
📊 Bonus: View Aligned Reports in SalesforceOnce your integration is active and a Room is linked to a Salesforce record, you can generate reports based on Room activity.
In Salesforce, go to Reports.
Click New Report.
In the search bar, type Aligned, then choose one of the following:
Opportunity with Aligned Rooms
Account with Aligned Rooms
Lead with Aligned Rooms
Aligned Rooms with Aligned Activities
Click Start Report.
Customize and filter your report as needed using standard Salesforce tools.
FAQs
Q: What happens if the Salesforce admin user becomes inactive?
A: The integration will break temporarily but will not uninstall the package. A new System Administrator can reconnect it. Please contact Aligned if this happens.
Q: Can we skip adding the Aligned Room to layouts?
A: Yes, but users won’t see data directly in the UI. Reporting and background syncing will still work.
Q: How can we test our Salesforce setup?
A:Before you begin, notify your CSM before needing to connect to Sandbox, and again before switching to Production.
To test the setup, connect a test Room to a test Opportunity (or an Account or Lead, if applicable).
Note: To test in Sandbox or Production, you must be both the Aligned Room owner and the Opportunity owner.
Q: One of my team members has the salesforce logo besides their name but the integration doesn’t work for him, what should I do?
A: The most common user error is when a user profile is missing from the OAuth App policies. Please go back to step 2 and make sure there are no missing profiles.
Q: What happens when you disconnect the integration?
A: Disconnecting the integration will disconnect all the rooms from the Salesforce Objects so make sure to do so with caution.
Need Help?
If your Salesforce environment doesn’t support package installation, or you're not sure about user permissions, please contact Aligned Support or submit a request via your Customer Success Manager.