How do you authorize the connector in salesforce?
Profit.co provides an option to enable the connector that helps users to access Salesforce. Users can create, edit and share Salesforce KPIs and work with others on shared projects, in real-time.
Why this Feature?
This feature enables the users to integrate Salesforce with their accounts and automate their Key results progress. Users can authorize the connector and can create KPIs for salesforce that aid in managing their OKRs methodically.
Navigate to Settings→ Integrations → Connectors from the left navigation panel.
In the Integrations page, click on the Manage button in Salesforce.
Click on the Sign in to Salesforce button from the Connect to Salesforce to update progress option.
You will be directed to the Salesforce Login page.
Once you sign in successfully, you can use the Salesforce account.
Related Answer Post
To learn more about how to integrate Monday.com with Profit.co, click here.
What is Aggregation Level?
Aggregation level allows you to define the depth of aggregation. There are 2 levels available to choose from: Aggregate from entire tree of contributing OKRs Aggregate from only the next level of contributing OKRs ...Read more
How do you enable Aggregation for a KPI?
The Objective is something that you want to realize in the long or short term. It should be specific, measurable and ...Read more
What is KPI Extension?
While KPI aggregation works for the same KPI, KPI Extension can get aggregated value up to the extended KPI from ...Read more
How to create a KPI and connect it with a Key Result via a connector?
Profit.co provides an option to create a new KPI and connect it with a Key Result via a connector to automate the key ...Read more
Execute your strategy with the industry’s most preferred and intuitive software
30 Days Free Trial