Goal-Tacking Tool Integrations
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      Integrate Salesforce with Engagedly

      Table of contents

      1. Introduction
      2. Integrate Salesforce with Engagedly
      3. Connect Salesforce with Engagedly
      4. Link goals with Salesforce
        4.1. Edit and unlink goals from Salesforce
      5. Sync goals with Salesforce

      1. Introduction


      Integrating Salesforce with Engagedly allows for seamless goal integration between the two platforms. This streamlines workflows, reduces manual data entry, and aligns goal tracking and project management activities with organizational goals.

      Admins must contact our support team to enable Salesforce in Engagedly for their organization. This allows all employees to connect their individual Salesforce accounts with their Engagedly accounts.

      2. Integrate Salesforce with Engagedly

      After enabling Salesforce with our support team, admins must configure the settings to integrate Salesforce with Engagedly, allowing employees to connect their Salesforce and Engagedly accounts.

      Note: Only admins can configure the settings.

      Prerequisites

      • Salesforce must be enabled for your organization.

      Navigate to Settings > Integrations.

      1. In the Goals field, click Salesforce.

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        2.   Toggle the button to enable Salesforce and click SAVE.

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      Salesforce is now available for all employees in your organization.

      You can follow the same procedure to disable it if required.

      3. Connect Salesforce with Engagedly

      All employees can connect their Salesforce accounts with Engagedly accounts.

      Prerequisites

      • Access to Engagedly and Salesforce applications
      • Salesforce enabled on your Engagedly account

      Navigate to your Engagedly account.

      1. Click your profile picture at the top right and select Manage Profile.
      2. Navigate to the INTEGRATIONS tab.
      3. Click CONNECT for the Salesforce application.

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      You will be redirected to the Salesforce login page. Log in to authenticate your account.

      Your Salesforce account is successfully integrated with your Engagedly account.

      You can disconnect the connection anytime if required.

      Follow steps 1 and 2, and click DISCONNECT for the Salesforce application.

      After integrating Salesforce with Engagedly, you can link goals to it.

      4. Link goals with Salesforce

      Linking goals in Engagedly with Salesforce reports allows employees to automate progress tracking, ensuring that any updates made in Salesforce are automatically reflected in the goal's progress in Engagedly. This streamlines workflow, saving time and ensuring accurate goal tracking by reducing manual updates and the risk of errors.

      Note: All employees can link their goals in Engagedly with their Salesforce accounts.

      After linking goals with Salesforce, you can edit them and unlink them if required. You can also manually sync goals anytime.

      Prerequisites

      • Salesforce must be enabled for your organization.

      Navigate to Goals > My Goals > Owned by Me.

      1. Click Add Goal at the top right.
      2. Type the goal title and set the start and end dates.
      3. In the Measurement Type field, click the drop-down and select Quantity as the measurement type.

      Note: You must select the measurement type Quantity to view the Salesforce option in the Integration field.

        4.   In the Integration field, click Salesforce.

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        5.   Select the Salesforce report that you want to link with a goal.

        6.   Select the field available in the Salesforce report.

        7.   Select the checkbox to set the current field value (of the selected Salesforce report) as the start value for your goal target, which is optional, and click Link.

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        8.   In the Unit Type field, select the unit type and enter the start and target values.

      Note: If you select the current field value as the start value, the system automatically populates the value in the start value field.

        9.   Click Publish at the top right.

      Your goal in Engagedly is successfully linked with your Salesforce report.

      4.1. Edit and unlink goals from Salesforce

      After adding a goal and linking it with the Salesforce report, you can edit it and unlink it if required.

      Note: If you unlink a goal from Salesforce, you can relink it to Salesforce, Google Sheets, or Jira.

      Navigate to Goals > My Goals > Owned by Me.

      1. Click the Overflow Overflow Menu-3 Menu at the right side of a goal and select Edit.
      2. Scroll down and in the Linked to field, click the
        • Pencil Pen-1 Icon to edit the goal details and change the spreadsheet.
        • Unlink Unlink (Black) Icon to remove Google Sheets from the goal.

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      5. Sync goals with Salesforce

      After linking a goal with the Salesforce report, you can sync it anytime to ensure that the data is consistent and up-to-date. The sync process can occur manually or automatically.

      Sync manually

      Navigate to Goals > My Goals > Owned by Me.

      1. Hover over the Salesforce Salesforce.com_logo.svg (256px) Icon for a goal integrated with Jira.
      2. Click Sync to sync the goal manually.

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      Linked goals sync automatically every four hours to keep progress up-to-date.

      Note: You may contact our support team to change the automatic sync duration.