Article Overview
Integrate and synchronize Salesforce activities within Amplify, visualize key data in dashboards, and set up competitions to enhance team engagement.
Our real-time integration lets you can synchronize Salesforce activities within Amplify and visualize your most important data in easy-to-read dashboards. Once data is flowing, you can run competitions, set up achievements, and celebrate with the whole team whenever milestones are hit.
Benefits
- Real-time access to Salesforce activities
- Easy-to-read dashboards for a holistic overview of all goal progression
- Quick create competitions using Salesforce activities make it easy (and fun!) to hit targets
Integration Set Up
Step 1
- In Amplify, click the Cogwheel in the bottom left and corner
- Then, go to Settings and select Integrations
- Lastly, select '+ Integrate' on SalesForce
Step 2
- In the top right hand corner, select ' +Add Instance'.
- Next, Authorize the integration and make sure that you have the 'Production' environment selected ( It should already be selected by Default )
- If the Salesforce organization you want to integrate with is defined in the Sandbox environment, you can choose this option in the dropdown menu before continuing.
- Lastly, log into your SalesForce Account
IMPORTANT: Choose a Salesforce user account to act as the link between Amplify and Salesforce. This user account is referred to as the API user. The API user needs read access to Salesforce objects across the organization. You can simply utilize an account with the System Administrator role, or you can create a new user and/or role in Salesforce for this purpose. If you want to use the previously mentioned Streaming API feature, the API user needs certain access rights.
Step 3
The 3rd and final step is to authorize your Salesforce org through Salesforce's own interface. We suggest that you sign out of any Salesforce accounts beforehand so that you can choose to sign in with the API user when carrying out the authorization step.
When ready, click on the 'Integrate' button.