How Do I Report Revenue from Salesforce to Invoca?

Configure the Invoca Admin package in Salesforce to send Opportunity revenue back to Invoca as a Signal.

Applies to: Salesforce Sales Cloud

Steps

Navigate to your Salesforce instance, logged in as the Authenticating User with permission to the Invoca package.
In the App Launcher, type and select Invoca Admin.
Scroll to the “Optional: Send Data from Salesforce to Invoca” section.
Select Yes under “Would you like to send Lead Conversion or Opportunity related data to Invoca?”
Check Send Opportunity Conversion Data to Invoca.
Select the Opportunity stage(s) you want reported back to Invoca as Signals.
Select the Opportunity object and field that revenue is reported in, then choose Revenue under the Invoca Field dropdown.
In the second Select Opportunity Stage box, choose which stage(s) should trigger sending revenue to Invoca.