How to use Salesforce Report with a Leaderboard

With Spinify, you can connect a leaderboard to a Salesforce Summary Leaderboard stored in the "Spinify Reports" folder. To do this, follow the steps below. 

1. Make sure Salesforce Reports is integrated.

Salesforce can be connected via Reports or through the Salesforce App. To use Salesforce Reports, you need to connect the Salesforce Reports integration.

If you haven't please follow the instructions in the How to integrate Spinify with Salesforce Reports.

2. Create a Summary Report in your Salesforce account

When creating a summary report be sure to group the report on the users that you want to run the leaderboard and set the duration to match the leaderboard duration. 

If you haven't please follow these instructions in the How to create a Summary Report.

Make sure to save the report in a report folder called "Spinify Reports".


3. Create Leaderboards using Report

When creating a leaderboard on a Salesforce Report choose “Salesforce Report” under the goal option.

Then choose the Report in the dropdown, this will only return reports that are "Summary" type leaderboards stored in the "Spinify Reports" folder, then choose the column that the score will be for the leaderboard.


Note: If you have not created MySpinify users yet you can follow this Article about How To Add Users.


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