Connecting your Incenteev platform with Salesforce allows you to automatically read the data.
To learn more about SalesForce integration with Incenteev, check out this article: How to integrate Salesforce with Incenteev ?
Prerequisite to update with Salesforce
Updates using SalesForce webhooks are available only for shared datasets.
Make sure you have connected SalesForce to your platform, to do so, follow this article: How to configure SalesForce in Incenteev?
Glossary
SalesForce Objects and Fields
Salesforce uses Objects and Fields to store data. Standard Objects like Task, Lead, Opportunity are built into Salesforce whereas Custom Objects are created by your company.
Fields help describe an Object... the who, what, when, where, how. Standard Objects have Standard Fields but can also have Custom Fields that are created by your company.
When creating an Incenteev dataset you will select an Object and then work with its Fields to create the exact metric/ indicator you want. Incenteev automatically reads all Fields related to an object.
Incenteev Dataset and Indicators
A dataset describes the structure of the data based on which indicators on Incenteev are created. This structure description is necessary so that Incenteev can read all the data provided via files/CRM integration/manually (Read more about dataset). Indicators are based on dataset and translate performance into quantitative metrics.
Update dataset based on Salesforce
Create dataset based on SalesForce Object
Datasets can be created when a dashboard or challenge is configured inside the space and/or they can be created directly at the organizational level at Organization Administration > Manage shared datasets.
SalesForce Object Dataset:
In "Organization Administration > Manage shared datasets" click on "Create a shared dataset” and choose “Select a Salesforce Object” Option.
Select the Object based on which you would like to import data and name your dataset. By default, Incenteev gives it the name of the SalesForce Object.
The “ Result Owner” section establishes if individuals OR teams get credit for the data. Usually, we will assume that individuals own the data results.
The “User field name” section indicates the field that describes the result owner for the respective SalesForce Object. Usually, this will be prefilled with the Salesforce Owner ID field. Click “Save” to create the dataset!
Once created, all fields of the SalesForce Object will be automatically read by the dataset. Each update of data on SalesForce will also be reflected in real-time on Incenteev.
You can now create indicators!
🧐 NB :
If you have 2 datasets based on the same SalesForce Object, one with “users” as result owners and the other one with “teams” as result owners, we consider them different and hence we recommend distinct names.
You can not delete a SalesForce object dataset if an indicator is already using this dataset. You must first delete the indicator/s.
If you decide to “STOP UPDATES” you can not restart them again.