Salesforce Reports Integration

Profit.co enables users to manage and create, edit and share Salesforce reports, to Work with others on shared projects, in real-time. Profit.co helps you to integrate Salesforce with your accounts and automate Key results progress.

How to integrate Salesforce Reports with Profit.co?

Profit.co enables users to integrate Salesforce Reports with their accounts and automate their key results progress update.

Once you do so, your key results can be connected to a Salesforce account and you can auto-update your progress.

Note:To perform this task, you must have Salesforce credentials. The same email ID must be used to sign-up into Profit.co.

Step 1:

Note: Only Superusers can integrate Salesforce Report with Profit.co account.

Go to Settings → Integrations → User Level Connectors.

Step 2:

Enable the Salesforce toggle in the User Level Connectors.

Step 3:

Go to Preferences → Integrations.

Step 4:

In the Integrations page, click on the Manage button of Salesforce.

Click on Sign in to Salesforce.

Step 5:

Enter your Salesforce username and password and click Log In.

After getting connected,

Step 6:

Create Key Result using Step by Step Guide or Using Form.

Note: You can only track numeric-based key results using Salesforce. So, the only key result types you can choose from are: Increase KPI, Decrease KPI, and Control KPI.

Let’s create the Key Result using Increase KPI and click Next.

Enable the Auto Update.

After enabling it, choose the connection as Salesforce.

While connecting to the Salesforce, your email ID will be present by default. Type the Report Name you wish to use to track your key result.

Select the Report Column you would like to use.

After you select the column, the current KPI value will be provided directly from your Salesforce report and updated here.

Finally, click Add.

The current value in the spreadsheet will be automatically updated by setting the currency value.

After adding it, we’ll be getting the result as shown below.

We should enter from and to currency value.

Select the Target Date for the Key result and click Next.

If you want you can edit the Key Result name and you can add Additional Context. Finally, click Next.

Add the employee or the department you would like to assign this key result to.

After assigning the employees click Next.

Select the day for updating the Key Result and finally, complete it.

Step 7:

After you complete your key result, it will be added below your Objective as shown below.

Note : From the time of Key Result creation the next check-in will happen in 24 hours automatically though the KR check-in frequency can be of any time frame

While updating the Key result manually i.e. check-in progress you’ll be getting the current value present in the report.

After that, you can check-in.

If you check-in you’ll be redirected to the review page. Finally, you can Update it.

After selecting Update, progress will be reflected in the Key Result.