Visdum + Salesforce Integration | Automate Sales Commissions from CRM to Payout

Salesforce is the #1 CRM for tracking deals, managing pipelines, and driving revenue. But when it comes to sales commissions, Salesforce stops short.

‍

Enter Visdum.

‍

Visdum’s native Salesforce integration fills the gap by automating commission calculations, credit splits, and plan logic, while giving sales teams real-time dashboards right inside Salesforce.

‍

What Visdum does is ensure that your finance and sales teams never have to fuss over complex spreadsheets and data inconsistency issues. Visdum ensures your deal data and your sales compensation are always in sync, automatically. 

‍

Why Connect Visdum to Salesforce?

‍

‍

1. Native CRM Integration with Full Data Sync

‍

Visdum ensures all relevant data can be fetched easily and automatically:

‍

• Connect once and forget the CSV uploads.
  
• Automatically fetch deals, with filters by stage, role, date, status,  owner, or custom fields.
• Pull custom objects, reports, and standard fields- all configurable.
  
• If a user is added or removed in Salesforce, Visdum reflects the change instantly.

2. Create Smart Deal Credit Rules- No Spreadsheets Needed

‍

Want to divide the credit for closing a deal amongst different reps? Visdum makes it easy. 

‍

• Define and apply deal credit logic by role, team, or product type.
  
• Example: An AE and SDR close a deal together. With a 3:2 credit split, Visdum auto-calculates commission for both accordingly, without finance lifting a finger.
  
• One deal, multiple contributors, zero confusion.
  
  

3. Excel-Like Data Control

‍

After importing deal data, feel free to add derived columns, clean up the numbers, or make adjustments- just like in Excel. 

‍

• Visdum mirrors an Excel interface for familiarity and flexibility.
  
• Add columns, derived values, or notes directly after import.
  
• Transform Salesforce CRM data into a compensation-ready format- fast.
  
  

4. Build and Assign Comp Plans

‍

Our Excel-like rule builder allows you to use simple ‘if’ and ‘else’ conditions to build our comp plans.

• Import your existing comp plans or create new ones from scratch with Visdum’s Excel-Like rule builder.
  
• Define payout structures, clawbacks, SPIFFs, accelerators, and multi-tier rules-no coding required.
  
• Apply plans to roles, teams, regions, or individual reps.

5. Automate Computations on Your Schedule

‍

Native 2-way sync ensures that data is in sync throughout- so you can compute whenever you want. 

‍

• Set stream schedules to fetch and compute commission data automatically.
  
• Want daily runs at 9 AM? Weekly on Fridays? You choose.
  
• Visdum recalculates commissions if CRM data changes- keeping everything current.

6. Real-Time Dashboards Inside Salesforce

‍

Want visibility without extra steps? Visdum’s commission dashboard fits inside Salesforce to bring commission data to life. 

‍

• Sales reps can view earnings dashboards inside their Salesforce UI.
  
• Leaders get visibility into team performance, payout status, and plan effectiveness.
  
• No login switching. No blind spots. Just clarity where it matters.

How the Integration Works (5-Minute Setup)

‍

‍

Teams typically go live in under an hour.

Business Outcomes That Speak for Themselves

‍

✅ Improve Sales Rep Trust & Motivation
‍
When reps can track their commissions directly against live Salesforce deal data, two things happen:

‍

• Trust improves because payout logic is based on actual deals and rules, which the reps can easily view down to the last details.
  
• Engagement increases- reps are more likely to support billing follow-ups, renewals, or expansion deals when they see how it affects their earnings.

Visdum provides role-based dashboards that let each rep see:
‍

• Which deals are eligible
  
• What’s been credited to them
  
• What they’ve earned and what’s still pending

✅ Close Books Faster, with Fewer Errors
‍
Finance and RevOps teams often spend days reconciling CRM exports, spreadsheets, and compensation formulas.

‍

With Visdum:
‍

• Data is always synced from Salesforce- no manual uploads
  
• Commissions reconcile instantly with deal status and credit rules
  
• Adjustments are logged and auditable- so nothing falls through the cracks
  
  

This reduces your month-end crunch, accelerates payouts, and improves trust between sales and finance.

‍

✅ Forecast Better, Accrue Smarter
‍
Real-time data from Salesforce gives finance teams better visibility into revenue and commissions- enabling smarter decision-making.

‍

You can:
‍

• Build accurate commission accruals as deals are marked closed-won
  
• Forecast cash outflows based on real rep performance
  
• Simulate plan changes and assess their financial impact before rollout
  
  

This turns commissions from a backend chore into a forward-looking strategic lever.

‍

✅ Unlock Insights Across the Revenue Org
‍
Visdum brings together CRM data from Salesforce and billing inputs (like QuickBooks), creating a connected view of rep performance and revenue behavior.

‍

You can:
‍

• Track collection and payment delays by rep or team
  
• Spot risk patterns tied to churn, discounting, or late follow-ups
  
• Attribute cash realization by product, region, or customer segment
  
  

When commissions reflect what truly matters, they don’t just reward performance- they reveal what drives it.

‍

Example Use Case

‍

A Salesforce AE and SDR close a $100K deal.
Visdum automatically fetches the Closed-Won deal, applies a 3:2 credit split, and assigns commissions based on the plan.The rep logs into Salesforce and sees $X earnings reflected in their dashboard the same day.

No finance tickets. No emails. Just visibility.

‍

Built for Salesforce. Designed for Sales & Finance Alignment.

‍

✅ Fetch deals in real-time with custom filters
✅ Define credit rules across any role or scenario
✅ Assign comp plans by team, region, or product, or person
✅ Automate commission runs and keep data live
✅ Deliver dashboards inside Salesforce- no platform switching
✅ Fully ASC 606 ready
✅ Comprehensive audit trails

When your CRM and commission engine speak the same language, everything aligns.

Ready to See It in Action?

‍

Experience true CRM-to-commission automation inside your Salesforce environment.

→ Book a demo using your own data with Visdum

‍

FAQs

‍

1. What kind of Salesforce data does Visdum fetch?

‍Visdum pulls standard objects (e.g., Opportunities, Accounts) as well as custom fields, custom objects, and Salesforce Reports. You control what to sync.

2. Can Visdum support deal splits and multiple roles?

‍Yes. Define any number of credit rules across roles, functions, or even territories. Visdum calculates commissions accordingly, automatically.

‍

3. Will Visdum sync with newly created users in Salesforce?

‍Yes. The integration is native. When a new user is added or removed in Salesforce, Visdum reflects that change instantly.

‍

4. How often does Visdum sync data from Salesforce?

‍You can configure syncs to occur at your preferred intervals (e.g., hourly, daily). Stream scheduling ensures fresh data every time commissions run.

‍

5. Does this require any coding to set up?

‍Not at all. The integration is entirely no-code. Most teams complete setup in under an hour.

‍

6. Can reps view their commissions inside Salesforce?

‍Yes. Visdum provides embeddable dashboards that sit directly inside Salesforce, giving reps live access to their earnings.

‍

7. Can we apply custom business rules for commissions?

‍Absolutely. Visdum’s plan builder supports clawbacks, accelerators, SPIFFs, minimum thresholds, and more customized per role or plan.

‍

8. How does Visdum handle CRM data changes after a payout?

‍If CRM data is updated post-payout (e.g., deal downgraded, split added), Visdum can re-run calculations and handle adjustments automatically.

‍

9. Is Visdum compliant with ASC 606?

‍Yes. Visdum supports capitalized commission tracking and amortization logic tied to revenue recognition- fully audit-ready.

‍

10. What support is available during setup?

‍You’ll get onboarding guidance, self-serve documentation, and access to a dedicated solutions engineer if needed.

‍

Let Salesforce focus on revenue. Let Visdum handle the commissions.

‍