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Overview

The Salesforce integration updates your goal progress automatically based on task completion in Salesforce.
💡 The Salesforce integration is available for customers on the Pro and Enterprise plans.

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Enabling the Salesforce integration

Please note: It is recommended to adjust Salesforce’s refresh token policy to Refresh token is valid until revoked to avoid issues with the integration (see a setup guide below in the FAQs).
Account admins can enable the Salesforce integration by following these steps:
  1. Access Integrations: Go to the Settings area and open the Integrations page.
  2. Enable Salesforce: Find Salesforce in the integrations list and toggle it on.

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Creating a new Salesforce connection

Any user (not just admins) can now create a new connection to Salesforce. Follow these steps:
  1. Create a new connection:: Click on Manage next to the toggle switch and then click on Add.
  2. Grant access to Salesforce: Click on Sign in to Salesforce and click on Allow access. Once authorized, users can link their Mooncamp goals with their Salesforce data.
  3. Sharing settings: Choose whether you want to share the connection with all users or only with yourself.
  4. Hit Save to finish setting up the connection.
Be aware that sharing the connection with all users allows everyone in this workspace to access the Salesforce data behind that connection.

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Linking a goal’s progress to Salesforce data

To automatically track progress for a goal using Salesforce, follow these steps:
  1. Create or edit a goal, then go to the Progress property and choose a measurement type that allows connecting to a data source (Start and Target, Threshold).
  2. Click Connect to data source and select the Salesforce connection you want to use from the list of available connections. (You can also create a new connection here.)
  3. First choose the Salesforce Report you want to access.
  4. Then choose the Field you want to use to track progress.
  5. Lastly, choose whether you want to Always sync the data or only when the value changes.
  6. Save your connection: After configuring what data to track, hit Save. The Salesforce icon will appear next to your goal, indicating it’s synced with Salesforce.

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Automatic Progress Updates

Once the integration is active, Mooncamp automatically updates your goals based on changes in Salesforce.
Tip for admins: Go to Settings > Integrations, and make sure every day is selected under “Synchronization”.

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FAQs