Salesforce + Prowi

Automate Commissions Directly from Salesforce

With Prowi's Salesforce integration, commission and bonus calculations become a natural part of your sales process. No more spreadsheets. No manual errors. Just real-time data that ensures transparency and motivates your sales team. Salesforce is the world's most widely used CRM platform, and with Prowi you get a commission solution that leverages all the data you're already tracking in your pipeline.

Many companies still use Excel to calculate commissions, even though they've invested in Salesforce. This creates a bottleneck where data must be exported, manipulated, and verified manually. With Prowi's Salesforce integration, you eliminate this step entirely. Commissions are calculated automatically based on the opportunities and activities that already exist in Salesforce.

From Opportunity to Commission, Fully Automated

When an opportunity closes in Salesforce, the data is sent directly to Prowi. Here, commissions are calculated according to your specific rules, and the rep can see their expected payout immediately in the Prowi app. This means sales reps no longer have to wait for month-end to gain insight, and management no longer has to spend time on manual calculations.

The flow is simple: A rep marks an opportunity as Closed Won in Salesforce. Prowi automatically receives information about the amount, products, account, and other relevant fields. Based on your commission model, Prowi calculates the correct commission, and the rep sees the amount in their app within seconds. No waiting. No uncertainty.

What Syncs from Salesforce

Prowi's integration pulls the data you need for accurate commission calculations. Opportunity Amount is naturally central, but the integration goes deeper than that. We sync Stage, so you can tie commissions to specific phases in your sales process. Product Line Items are transferred, enabling differentiated rates across different product lines. Account information ensures that deals from different segments are handled correctly.

Close Date is another important parameter. With this information, Prowi can automatically place commissions in the correct period, whether you settle monthly or quarterly. Opportunity Owner is also transferred, so commissions are attributed to the right rep, even in complex team structures with account teams and overlay roles.

Additionally, the integration supports Salesforce Custom Fields. If you've created fields to track special conditions that affect commissions, these can also be included in calculations. This could be anything from discount percentages to deal type, contract length, region, or strategic importance. This flexibility means Prowi can handle even the most complex enterprise commission models without requiring changes to your Salesforce setup.

Enterprise Features for Complex Sales Organizations

Salesforce is often used by larger organizations with complex sales structures. Prowi is built to match this complexity. Split commissions across account executives, sales engineers, and customer success managers are handled automatically. Tiered commissions with accelerators that kick in at quota attainment are calculated precisely. Multipliers based on product mix or strategic accounts are applied consistently.

For global organizations, this means commissions can be calculated correctly across regions, currencies, and business units. Salesforce data from different business units can be consolidated in Prowi, where consistent rules ensure fair treatment of all reps regardless of location.

Benefits of the Integration

Real-time commission visibility: Reps can see their commission immediately when an opportunity closes in Salesforce. There's no delay between winning a deal and knowing what it's worth. This immediate feedback creates a stronger connection between effort and reward.

Automated calculations without errors: Manual spreadsheets are a source of errors. Wrong formulas, copied data, forgotten updates. With Prowi, these risks are eliminated. Calculations happen automatically using the same rules every time, and results can be audited down to individual opportunities.

Full transparency for everyone: Both reps and management can follow how commissions are calculated. Reps don't just see a number; they can drill down into the opportunities that make up their commission. Management gets an overview of the team's total performance and can identify trends early.

Scalability for global growth: As companies grow, commission models often grow with them. New products, new teams, new markets. With Prowi, you can add complexity without losing control. Enterprise-grade scalability ensures the system keeps up regardless of organization size.

Compliance and audit trail: For larger organizations, documentation is critical. Prowi stores a complete audit trail of all calculations, changes, and payouts. During audits, you can quickly document how commissions were calculated and why any adjustments were made.

Who Benefits from the Integration

For sales reps, the integration means they always know where they stand. They can see their accumulated commission, understand how it's calculated, and plan their efforts accordingly. Motivation increases when the reward is visible and understandable. Reps often report feeling more recognized when they can see the results of their work immediately.

For sales managers, Prowi provides a new tool for managing the team. They can see who's performing, who needs support, and how the commission structure affects behavior. It becomes easier to set goals and follow up on them. Managers can also simulate new commission models and see the expected effect before implementing them.

For finance teams, the integration significantly reduces the monthly workload. Commission data is already calculated and ready for export to the payroll system. Errors are detected automatically, and audit trails ensure documentation for audits. Instead of spending days collecting and verifying data, finance can focus on analysis and strategic advice.

Frequently Asked Questions About the Salesforce Integration

How quickly does data sync between Salesforce and Prowi?
Data syncs in real-time. When an opportunity is updated or closed in Salesforce, the change is reflected in Prowi within seconds. Reps see their commission updated almost instantly.

Does the integration support Salesforce Lightning and Classic?
Yes. Prowi's integration works with both Salesforce Lightning Experience and Salesforce Classic. Setup is the same regardless of which interface your organization uses.

Can I use my custom fields from Salesforce in commission calculations?
Yes. Prowi can map Salesforce custom fields to commission rules. This means you can use the fields you've already created to differentiate commissions based on opportunity characteristics.

What happens if an opportunity changes after it's closed?
Prowi handles changes automatically. If an opportunity amount is adjusted or a deal is canceled, commissions are recalculated and any corrections are clearly displayed for the rep. This ensures commissions always match actual conditions.

Get Started with Prowi and Salesforce

The Salesforce integration can be set up quickly, and within just a few days your commissions can run fully automated. Book a demo today and experience how Prowi and Salesforce together can free up time, create transparency, and boost motivation in your sales team.

Whether you have a simple commission model or a complex enterprise structure with split commissions, accelerators, and regional variations, Prowi adapts to your needs. Start by connecting your Salesforce organization and see results immediately.