Salesforce Reports Integration
Introduction:
Salesforce reports are a list of filtered records. As expected from the #1 CRM in the world, they are powerful, intuitive, and customizable, catering to organizations of all types and sizes. The Salesforce Report Builder allows users to create reports, apply filters, and define the fields to display with ease.
Worxmate enhances this experience by enabling users to create, edit, and share Salesforce reports seamlessly. It allows real-time collaboration on shared projects, integrates Salesforce with your accounts, and automates Key Results progress tracking to align with business goals effectively.
- By connecting Salesforce with Worxmate, you can:
- Streamline report creation and management through automated processes.
- Track and manage key metrics to align with business goals.
- Enhance collaboration by working on shared projects in real time.
- Integrate Salesforce data with your accounts to automate Key Results progress tracking.
This document is divided in two sections:
1.Authentication 2. Auto check-in
1. Authentication
Configuring Salesforce Reports Integration in Worxmate :
- Log in to your Worxmate account
- Navigate to the main menu and select “Settings”
- In the Settings menu, locate the “Integrations” section
- Find and click on the Salesforce Reports integration option
Adding the Connection:
- Click on the “Configure” button for Salesforce Reports
- You will be prompted to log in to your Salesforce Reports accoun
Note: If you don’t have an Salesforce Reports account, you will be redirected to the Salesforce Reports signup page to create one
- Once authenticated, you should see a confirmation message
- Accept it to access the account.
After allowing the prompt, you will be redirected to the Worxmate application, where you can confirm that your connection has been successfully added.
Go to OKR section and Add Objective and add KR
2. Auto Check-In
Now from Auto check in select Salesforce Reports
Instructions for Check-In Process:
- Select your workspace and retrieve the desired value.
- Check the box to confirm the check-in with the current value.
- Click Save to complete the process.
Logic Behind Reports:
The logic for check-ins is based on the number of columns in your reports or the total number of reports you have. This count will determine the check-in value.
Now you see your check in on KR