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How to create a SalesForce integration goal?

Following are the steps to create any integration goal (Salesforce integration goal in this case):

  • Once the required integration is setup and ready, click on "+ New Goal" option from either your Dashboard or the Team Dashboard
  • Select "KPI Integration"

 

  • Select the type of integration to pull the data from, in this case it will be "Salesforce"

Screen_Shot_2015-08-12_at_13.11.47.png

 

  • Under the "KPI Selection" select the KPI from the list of options. In this case, by selecting "Activities" from the Salesforce KPI Selection, the goal will return number of "Activities" (Tasks) from Salesforce

Screen_Shot_2015-08-12_at_13.12.13.png

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