WeightedScoring™ is a managed package for Salesforce that gives organizations the ability to create a weighted score or balanced scorecard for most standard and custom object records. Available on the Salesforce AppExchange.

Features of Weighted Scoring™

  • Score or grade Leads, Cases, Contacts, Opportunities and other standard and custom object records.
  • Scores can be based on populated data (data completeness), missing data, matched data, blank data.
  • Add multiple scoring components to a record if needed (based on record type or other need).
  • Background job calculates and stores weighted scores for reporting purposes.
  • View on Lightning community pages
  • Lightning ready.
  • Pricing: $699/organization/year (unlimited users in the same org)

Frequently Asked Questions

What items are sync'd between Harvest and Salesforce?

The HarvestSync application syncs the following information:

  • Time Entries are synced one-way from Harvest to Salesforce
  • The Toggle Project button in Salesforce will archive or unarchive a project in Harvest

The Account and Project objects are not synced with Harvest and must be created manually. Additionally, task types, invoices and expenses in Harvest are not synced to Salesforce. For most clients, you don't create that many projects in a given week or month. It is the time entries that are critical. The fields for budget, etc on the Project object in Salesforce are informational and can be modified or removed, but do not sync with the Project record in Harvest.

How do I install and configure HarvestSync™?
To install and configure the HarvestSync™ application, see our installation instructions.
We already have a "Project" custom object in Salesforce. Can we use this one instead?


We already use a custom object called 'Projects'.  When installing the Harvest connector it appears as if we have to use the Project object which was installed with the connector, also called Projects. Is there a way to add the relevant fields, etc. to our already customized Projects object?
When you install the HarvestSync (automated sync) or Harvest2Salesforce (manual sync) application, it will create a new custom object called Project.  The code in our application that syncs time entries from Harvest to salesforce is specifically designed to sync these records to the Project object included in our package.  There is no configuration or option to allow you to sync time cards to other objects including a Project object you may have already set up.
Make the new Project object your primary project and update your reports and custom fields onto this object.


Can we try HarvestSync before we purchase it?

Yes! When you click the "Get it now" link and install, you will have a fully functioning 30-day trial. The trial may be installed in your production or any number of sandboxes.

After you have purchased your license, we will convert your trial to an active license. The license includes UNLIMITED users for one production Salesforce instance as well as unlimited sandboxes. You may cancel your subscription at any time; however, amounts already paid are non-refundable.

How much does HarvestSync™ cost?

HarvestSync™ is $750/company per year (unlimited users).

Use Case Examples

Score Leads

Lead Score
  • Good email populated
  • Industry
  • Website populated
  • Days since last contact
  • Degree of Interest
  • Pardot Score
  • Einstein Lead Score

Account Quality

Account Quality
  • Are key fields populated
  • Do we have address
  • Do we have other Contact information
  • Is the website populated
  • Do we know what technologies are used

Score Opportunities

Score Opportunities
  • Einstein Opportunity Score
  • Next Action Date
  • Stale Opportunity
  • Competition
  • # of Times Extended
  • How Long in Pipeline
  • How Long in Stage

Score RFPs

Score RFPs
  • Calculate "go/no-go" decisions
  • Adequate time to respond
  • Strategic advantages
  • What is known or not known

Score Cases

Score Cases
  • Case Duration
  • Service Level Compliance
  • Customer Satisfaction
  • Customer Tier
  • Case is Escalated

Score Partners

Score Partners
  • Partner Tiers
  • # of referrals
  • Markets Covered
  • Populated key values
  • # of projects completed
  • $ spend

Score Campaign Requests/Events

Score Campaigns and Events
  • Do we have enough time
  • Have we done it before
  • ROI on prior attempts
  • Cost per lead
  • Partner Alignment

Score Campaign Results

Campaign Score
  • Engagement score
  • Click through rate
  • Open rates
  • Cost per lead
  • ROI

Score Student Candidates

Score Student Candidates
  • Program of interest
  • Location
  • GPA
  • Test Scores (SAT/ACT/GRE, etc)
  • Special Interests
  • Financing needed

Identify At-Risk Students

At-Risk Student Score
  • Stuent Status
  • Financial deliquencies
  • GPA
  • Core Grades
  • Attendance
  • Days since last advising session

Score Alumni Engagement

  • Validated email
  • Industry
  • Employer known
  • Donor/Sponsorships
  • Potential jobs partner
  • Interaction rate

Score Volunteer Engagement

  • # of times volunteered
  • # of hours donated
  • # of skills
  • Last 12-month donations
  • Year-to-Date donations
  • # of referrals

Tier Donors

  • Giving Tier
  • # of gifts
  • Days since the last gift
  • Lifetime giving
  • Largest Gift

Anticipate Customer Satisfaction

  • Projected Closed Date
  • Days since last contact
  • Any open tickets
  • Budget Status
  • At risk status
  • Customer satisfaction survey

System Requirements

  • You must have an active Salesforce® account of Professional, Enterprise, Unlimited, Platform, or Developer edition.
  • Salesforce® Essentials Edition is NOT supported.

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