HockeyStack adds Salesforce spend sync and report foldering

HockeyStack's November 3, 2025 release notes added Salesforce Spend Sync, which pulls online and offline advertising spend from Salesforce automatically once enabled in the Salesforce integration settings. Dashboards gained text blocks for headers and notes, and reports can now be organized into folders. Two attribution settings became configurable per report: using Opportunity Contact Role in attribution, which was previously a global setting, and limiting touchpoints to the report's date range. HockeyStack's AI assistant Odin can now analyze dashboards and reports when users paste their links into chat, and Account Intelligence now enriches contacts automatically.

The details

• Salesforce Spend Sync covers both online and offline events and is enabled under Settings, API and Integrations, Salesforce.
• Opportunity Contact Role attribution applies to Deals, Opportunity Line Items and Campaign Subscriptions.
• Report folders are a separate view of existing reports with drag-and-drop organization.
• Users can choose which company properties appear by default in the journey sidebar.
• Contact enrichment fills in name, title, LinkedIn URL and profile picture from external datasets, HockeyStack data and CRM data.
• The Salesforce field-mapping screen was redesigned with no change to sync behavior.

Context

This is the earliest of three HockeyStack releases in our coverage over six weeks. It was followed by weighted scoring categories and Bing ads auto-tagging on November 17, 2025 and the Atlas configuration canvas with person-level ad audience sync on December 15, 2025. HockeyStack later released an MCP server for querying data through AI (September 30, 2026) and an OpenAI Ads integration (October 21, 2026).

Not disclosed

• Which Salesforce objects or fields spend is read from
• Credit cost of contact enrichment
• Plan availability for the new features