Overview

The Salesforce data connector for WorkBoard allows you to pull data directly from Salesforce Reports to update the progress of a Key Result. Key Result in WorkBoard will be updated on the next data pull specified by the update cadence.

If the Salesforce Admin needs to provide a one-time approval for the WorkBoard app, the admin can do so directly through Salesforce by selecting Home > Connected Apps > Connected Apps OAuth Usage > Install. 

Configuring a Data Connector

Prior to setting up a new Key Result data connector, your organization’s IT Administrator may need to approve the connector if there is an approval configuration. Once enabled, any user can have their Key Results measure progress from that specific connector. 

1. Create a new Key Result by selecting the kebab menu (3 dots) next to the applicable Objective.
   • If the Objective hasn't been created, simply select Create > Team Objective or Personal Objective, then enter your Key Result name.
2. Select Edit Settings from the dropdown. 
3. Click Add another key result and enter your Key Result name.
4. Select Advanced options, then Pull data from external applications. 
5. Choose the applicable data source from one of the options:
6. Log in to the application by inputting your credentials. 
   • Please note that for some applications, you will also need to create an API key or provide OAuth2 information. This information is Read Only. 
7. Once enabled, your Key Results will automatically update based on the update cadence specified in the Key Result's configuration.
8. If you need to manually sync an update, use the Sync Integration Data option from the kebab menu (three dots) in the upper right-hand corner of the Key Result details page.

Setting up a Key Result from SalesForce

Please note that you'll need to log in at my.salesforce.com to set up this Key Result Connector. 

1. After following steps 1-3 above, click on the Report dropdown to select a Report. The Report dropdown will ONLY display Reports you've Viewed.
   
2. Choose a Field from the dropdown.
   
   
   • Note:Sub-groups are also available to select.
3. The Verify Data Source button pulls data from the selected Salesforce report and field in real-time; this allows you to cross reference with the data in the Salesforce Report to make sure that you've mapped the right data field to the KR.
   
   
4. Select Connect.
5. Enter the remaining Key Result details, then select an Update Cadence to determine how often WorkBoard will sync to pull the latest value for your Key Result.
   Note: Update cadence has the same options you would find for Key Results updated by a person (i.e., Daily, Weekly, Monthly, and Quarterly).
   
6. When finished, select Save to lock in the settings for your Key Result, then Done to apply these changes to your Objective.

Synchronize Data from Salesforce

WorkBoard will effortlessly sync Key Result updates directly from the data connector based on the specified update cadence. You can manually sync Key Result updates, if needed, in two ways:

Force a Sync on a Single Key Result:

1. Select Key Result to navigate to the Key Results Details page.
2. Click the kebab menu (3 dots) in the upper right-hand corner of the page.
3. Select Sync Integration Data.
   

Force a Sync for all Key Result Integrations:

1. From the My Objectives Page, select the kebab menu in the upper right-hand corner.
2. Select Sync Integration Data.

Frequently Asked Questions

Can data be pulled from report subgroups?

Yes. 

Can I change Salesforce instances? 

Yes. After logging into a Salesforce Instance for a report, you may need to change to another one for different KR data. To do so, select Change above the Report dropdown.

Why am I having issues logging in?

You need to use your password + your Salesforce security token without any spaces between. For directions on locating your Salesforce user security token, please visit the Salesforce Help Center

The URL should be from the "my" domain, not the lightning domain.  The "my" domain can be found when logged out. Here is an example of "my" in the URL "https://<tenant name>.my.salesforce.com/ 

What are the scopes of access that WorkBoard receives when I integrate a Key Result connector?

The scope of access is Read Only, which is bounded by the user integrating with the service.

Will the Key Result connector pull in historic updates?

No, the connector does not have the automated ability to post historic updates to Key Results. The update always goes to the present interval due for the Key Result.

• Please note that KPI integrations will only deliver updates that are currently due, meaning data pulled in Month X will have the timestamp 'Month X'.
  • As a workaround, multi-target KRs can divide a Key Result into distinct named intervals such as 'August', 'September', 'October', etc. The 'July' interval, for instance, would encompass the start/end dates for data collection (August 1st - August 31st). Despite being named 'July', the data collection would actually occur within the timeframe of August.
  • 

When will the connector update my Key Result?

The integration will update based on the update frequency set up for the Key Result (e.g. weekly updates weekly, daily updates daily, etc.). The integration scheduler operates on a twice-daily basis, offering two opportunities for updates to ensure data accuracy. To optimize efficiency, the scheduler skips updates for Key Results (KRs) that are not due for updates, to prevent redundant data updates and maintaining a streamlined process.

When does Salesforce update?

9:30am PST and 9:30pm PST.