---
title: "Integrate Salesforce with Engagedly (Indigo: V3)"
description: Integrating Salesforce with Engagedly allows for seamless goal integration between the two platforms.
---

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2. [Integrations](https://help.engagedly.com/integrations?hsLang=en)
3. [Goal and Productivity Tool Integrations](https://help.engagedly.com/integrations?hsLang=en#goal-and-productivity-tool-integrations)

# Integrate Salesforce with Engagedly (Indigo: V3)

### **Table of contents**

1. [Introduction](https://help.engagedly.com/integrate-salesforce-with-engagedly-0#intro)
2. [Admin setup](https://help.engagedly.com/integrate-salesforce-with-engagedly-0#admin)  
   2.1. [Enable Salesforce with Engagedly](https://help.engagedly.com/integrate-salesforce-with-engagedly-0#integrate)
3. [Employee setup](https://help.engagedly.com/integrate-salesforce-with-engagedly-0#emp-setup)  
   3.1. [Connect Salesforce with Engagedly](https://help.engagedly.com/integrate-salesforce-with-engagedly-0#connect)  
   3.2. [Link goals with Salesforce](https://help.engagedly.com/integrate-salesforce-with-engagedly-0#link-goals)  
   3.3. [Edit or unlink goals from Salesforce](https://help.engagedly.com/integrate-salesforce-with-engagedly-0#edit-unlink)  
   3.4. [Sync goals with Salesforce](https://help.engagedly.com/integrate-salesforce-with-engagedly-0#sync)

### **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](mailto:support@engagedly.com) to enable Salesforce for their organization. Once enabled, employees can connect their individual Salesforce accounts and link reports to goals.

**📒Note:** Admin configuration is required before employees can use this integration.

### **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**.

![Integrate Salesforce with Engagedly1](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Salesforce%20with%20Engagedly1.jpg?width=670&height=304&name=Integrate%20Salesforce%20with%20Engagedly1.jpg)

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

![Integrate Salesforce with Engagedly2](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Salesforce%20with%20Engagedly2.jpg?width=670&height=246&name=Integrate%20Salesforce%20with%20Engagedly2.jpg)

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 **Account Settings**.
3. Go to the **Integrations** tab.
4. Click **CONNECT** for "Salesforce".

![Integrate Salesforce with Engagedly3](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Salesforce%20with%20Engagedly3.jpg?width=670&height=294&name=Integrate%20Salesforce%20with%20Engagedly3.jpg)

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 **Apps \> Goals \> My Goals**in Engagedly.

1. Open the **Add** drop-down at the top right and select **Individual Goal**.
2. Enter the goal title.
3. (Optional) Click **Add Description** to include a relevant description.  
   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. Click **Select Parent Goal** and then click **Align** to align the goal to a top-level goal.
6. Select the goal duration and set the start and end dates.
7. Select the measurement type to track goal progress.

**📒Notes:**

- Salesforce is available only if the measurement type is percentage or quantity.
- Weightages are available for percentage and quantity goals using incremental or decremental logic, providing more flexible scoring.

     8.  Open the drop-down to select the measurement logic and enter the minimum, maximum, or threshold values. Learn more in [Understanding goal measurement types and progress logic](https://help.engagedly.com/understanding-goal-measurement-types-and-logics?hsLang=en).

     9.  Use the toggle to enable **Auto-update progress from external apps?** and select **Salesforce**.

![Integrate Salesforce with Engagedly4](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Salesforce%20with%20Engagedly4.jpg?width=670&height=304&name=Integrate%20Salesforce%20with%20Engagedly4.jpg)

    10.  Search for the Salesforce report.

The reports you created in Salesforce appear.

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

    12.  Select the required field from the report.

    13.  Click **Link**.

![Integrate Salesforce with Engagedly5](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Salesforce%20with%20Engagedly5.jpg?width=670&height=304&name=Integrate%20Salesforce%20with%20Engagedly5.jpg)

    14.  After linking a goal with Salesforce, click **Save & Publish**.

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](https://help.engagedly.com/create-a-goal-2?hsLang=en).

#### **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.

**📒Note:** If you unlink a goal from Salesforce, you can relink it to Salesforce or another supported goal-tracking tool, such as Google Sheets or Jira (subscription required).

Navigate to **Apps \> Goals \>** **My Goals**in Engagedly.

1. Click the **Overflow ![Overflow Menu-3](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-3.png?width=20&height=20&name=Overflow%20Menu-3.png) 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 ![Pen-1](https://help.engagedly.com/hs-fs/hubfs/Pen-1.png?width=20&height=20&name=Pen-1.png)** iconto change the spreadsheet.
     - Click the **Unlink ![Unlink (Black)](https://help.engagedly.com/hs-fs/hubfs/Unlink%20(Black).png?width=20&height=20&name=Unlink%20(Black).png)** iconto remove the Salesforce integration from the goal.

     3.  Save the changes

![Integrate Salesforce with Engagedly7](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Salesforce%20with%20Engagedly7.jpg?width=670&height=304&name=Integrate%20Salesforce%20with%20Engagedly7.jpg)

#### **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 **Apps \> Goals** **\>** **My Goals** in Engagedly.

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

![Integrate Salesforce with Engagedly6](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Salesforce%20with%20Engagedly6.jpg?width=670&height=304&name=Integrate%20Salesforce%20with%20Engagedly6.jpg)

#### **Automatic sync**

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

**📒Note:** [Contact our support team](mailto:support@engagedly.com) to change the automatic sync interval.

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- [Check-Ins](https://help.engagedly.com/check-ins?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/check-ins?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/check-ins?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/check-ins?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/check-ins?hsLang=en#faqs)
- [Integrations](https://help.engagedly.com/integrations?hsLang=en#main-content)

    - [HRIS Integrations](https://help.engagedly.com/integrations?hsLang=en#hris-integrations)
    - [Single Sign-On (SSO) Integrations](https://help.engagedly.com/integrations?hsLang=en#single-sign-on-sso-integrations)
    - [User Provisioning (SCIM) Integrations](https://help.engagedly.com/integrations?hsLang=en#user-provisioning-scim-integrations)
    - [Communication and Workspace Integrations](https://help.engagedly.com/integrations?hsLang=en#communication-and-workspace-integrations)
    - [Goal and Productivity Tool Integrations](https://help.engagedly.com/integrations?hsLang=en#goal-and-productivity-tool-integrations)
    - [Learning and LMS Integrations](https://help.engagedly.com/integrations?hsLang=en#learning-and-lms-integrations)
    - [Engagedly Product Suites](https://help.engagedly.com/integrations?hsLang=en#engagedly-product-suites)
    - [FAQs](https://help.engagedly.com/integrations?hsLang=en#faqs)
- [Talent Profile](https://help.engagedly.com/talent-profile?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/talent-profile?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/talent-profile?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/talent-profile?hsLang=en#employee)
- [Skill Assessments](https://help.engagedly.com/skill-assessments?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/skill-assessments?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/skill-assessments?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/skill-assessments?hsLang=en#employee)
- [Suggestions](https://help.engagedly.com/suggestions?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/suggestions?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/suggestions?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/suggestions?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/suggestions?hsLang=en#faqs)
- [Notes](https://help.engagedly.com/notes?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/notes?hsLang=en#employee)
- [Resources](https://help.engagedly.com/resources?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/resources?hsLang=en#employee)
- [Other Apps](https://help.engagedly.com/other-apps?hsLang=en#main-content)

    - [Talent Card](https://help.engagedly.com/other-apps?hsLang=en#talent-card)
    - [CXO](https://help.engagedly.com/other-apps?hsLang=en#cxo)
    - [Org Directory](https://help.engagedly.com/other-apps?hsLang=en#org-directory)
    - [Diversity and Inclusion](https://help.engagedly.com/other-apps?hsLang=en#diversity-and-inclusion)

- [About Us](http://www.engagedly.com/about-us) 
    - [Management Team](http://www.engagedly.com/about-us/management-team)

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