Salesforce Report Integration

How it works

The Salesforce Report integration connects your Salesforce Reports that you have already created and turns them into leaderboards. All you have to do is place the report in a report folder called "Spinify Reports".

After the initial integration setup, to create a leaderboard you will simply choose a Summary Report from Salesforce and what score to track on the leaderboard from it. Spinify automatically updates the leaderboard to match the scores on the report.

When to use it

This integration is great for turning a specific report into a leaderboard and competition. Take the summary data you're using as a manager and motivate the staff to improve on their performance.

Supported Integrations

The following are the supported editions of the Salesforce Report Integration

  • Professional Edition (requires API access enabled).
  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition

If you are using Professional without API access or do not want to use API queries, you can use our Salesforce App, which is very lightweight and works with ALL editions of Salesforce.

 

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