Connect Salesforce

Connect Salesforce so a revenue goal follows a Salesforce report. Brev reads with your own Salesforce access, so it sees what you see.

What you get from Salesforce #

• A Metric goal that updates from a Salesforce report.
• A check-in on the goal each time the number changes.

Connect Salesforce #

1. In Settings, click Connections, then type Salesforce in Search connections.
2. On its row, click Connect. The row may say Operator access: auto-track uses that same connection.
3. Sign in to Salesforce and approve access.

Track a Salesforce value #

A new Salesforce connection tracks through Describe a value, where you say the number you want in words. The item picker below appears only on a Salesforce connection made before that change.

1. Open a Metric goal and click Auto-track. Under Ready to track, pick Salesforce.
2. If the dialog opens on Describe a value in Salesforce, say what to measure, check the preview and today's value, then click Connect. That finishes the task. Otherwise, continue with the next step.
3. Pick the report and click Continue.
4. Under Select a field, pick the total to track, such as Record Count or Sum of Amount. Filters come from the report itself.
5. Next to Connect, pick how often to refresh: Every 30 minutes (the default), Hourly, Every 4 hours, Daily or Weekly. Then click Connect.

After you connect Salesforce #

Brev reads the value at the frequency you picked. At Every 30 minutes, it reads every 30 minutes from 7 AM to 7 PM on weekdays (Sydney, New York or San Francisco time). Otherwise, it reads every 4 hours.

• To read it now, click the refresh icon on the goal's connection. An unchanged value adds no check-in.
• To see what it reads, hover over the connection or click its gear. The gear also changes the frequency.
• You can still add your own check-ins, for example to explain a change.

If goals stop updating, your Salesforce org may have hit its daily API limit. See CRM common issues.