Integrate Salesforce with Engagedly (Tangerine: V2)

Table of contents

1. Introduction
2. Admin setup
   2.1. Enable Salesforce with Engagedly
3. Employee setup
   3.1. Connect Salesforce with Engagedly
   3.2. Link goals with Salesforce
   3.3. Edit or unlink goals from Salesforce
   3.4. Sync goals with Salesforce

1. Introduction

Integrating Salesforce with Engagedly allows seamless automatic tracking of goal progress using Salesforce reports. This streamlines workflows, reduces manual updates, and aligns goal progress in Salesforce with organizational goals in Engagedly.

Admins must contact our support team to enable Salesforce for their organization. Once enabled, employees can connect their individual Salesforce accounts and link reports to goals.

2. Admin setup

Complete these steps to enable Salesforce for your organization.

2.1. Enable Salesforce with Engagedly

After enabling Salesforce by our support team, admins must configure the integration.

Navigate to Settings > Integrations in Engagedly.

1. In the "Goals" field, click Salesforce.

     2.  Use the toggle to enable Salesforce and click SAVE.

Salesforce is now available to all employees.

To disconnect:

Follow the same steps to disable it.

3. Employee setup

After admins complete the setup, employees can connect their Salesforce accounts and link goals.

3.1. Connect Salesforce with Engagedly

Employees must connect their Salesforce account before linking goals.

Prerequisites

• Access to Engagedly and Salesforce
• Salesforce enabled by the admin

1. Log in to Engagedly.

2. Click your profile picture at the top right and select Manage Profile.

3. Go to the INTEGRATIONS tab.

4. Click CONNECT for "Salesforce".

You are redirected to the Salesforce login page.

     5.  Log in to Salesforce authenticate your account.

Your Salesforce account is successfully connected with your Engagedly account.

To disconnect:

Follow steps 1 to 3, and click DISCONNECT for ”Salesforce”.

3.2. Link goals with Salesforce

Linking goals to a Salesforce report automatically updates goal progress based on report data. This streamlines workflows, saves time, and ensures accurate goal tracking by reducing manual updates and minimizing errors. Employees can link their individual goals to relevant Salesforce reports for real-time progress tracking.

After linking goals, edit or unlink them if required. You can also manually sync goals at any time.

Prerequisites

• Salesforce account connected
• Relevant Salesforce report available

Navigate to Goals > My Goals > Owned by Me in Engagedly.

1. Click Add Goal at the top right.
2. Enter the goal title.
3. (Optional) Click Add Notes to include a relevant note. 
   When you create a goal, you automatically become the goal owner.
4. Search and select an employee from the drop-down to assign the goal to them.

5. Select the goal period and set the start and end dates.

6. In the "Measurement Type" field, open the drop-down and select Quantity.

     7.  In the "Integration" field, click Salesforce.

     8.  Search for the Salesforce report.

The reports you created in Salesforce appear.

     9.  Select the report you want to link to the goal.

    10.  Select the required field from the report.

    11.  (Optional) Select the checkbox to use the current field value (of the selected Salesforce report) as the start value for the goal.

    12.  Click Link.

    13.  After linking a goal with Salesforce, click Publish at the top right.

Your goal is successfully linked to your Salesforce report.  You can also link key results to Salesforce.

For more information, refer to Create a goal.

3.3. Edit or unlink goals from Salesforce

After creating a goal and linking it with the Salesforce report, edit or unlink it if required.

Navigate to Goals > My Goals > Owned by Me in Engagedly.

1. Click the Overflow Menu at the right side of a goal and select Edit.
2. Scroll down to the "Linked to" field and do one of the following:
   • Click the Pencil icon to change the spreadsheet.
   • Click the Unlink icon to remove the Salesforce integration from the goal.

     3.  Save the changes

3.4. Sync goals with Salesforce

After linking a goal with Salesforce, you can sync it at any time to keep data consistent and up-to-date. You can sync goals manually or automatically.

To sync manually

Navigate to Goals > My Goals > Owned by Me in Engagedly.

1. Hover over the Salesforce icon of a Salesforce-integrated goal or key result.
2. Click Sync.

Automatic sync

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