{"id":27737,"date":"2020-05-22T15:28:33","date_gmt":"2020-05-22T20:28:33","guid":{"rendered":"https:\/\/salesv4.aligntoday.com\/blog\/level-up-your-dashboard-with-salesforce-introducing-our-new-integration\/"},"modified":"2020-05-22T15:28:33","modified_gmt":"2020-05-22T20:28:33","slug":"level-up-your-dashboard-with-salesforce-introducing-our-new-integration","status":"publish","type":"post","link":"https:\/\/aligntoday.com\/blog\/level-up-your-dashboard-with-salesforce-introducing-our-new-integration\/","title":{"rendered":"Level Up Your Dashboard With Our Salesforce Integration"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"--awb-bg-size:cover;--awb-margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\"><div class=\"fusion-text fusion-text-1\"><p><em>Written by: <a href=\"mailto:jmuething@aligntoday.com\">Joey Muething<\/a>, Align Product Manager<\/em><\/p>\n<p>I\u2019m excited to share another Align integration with you! Now, you can sync your Align Critical Numbers to your Salesforce Report Metrics. This feature will make sure your \u201cheartbeat\u201d company metrics that rely on Salesforce data are always up-to-date and visible.<\/p>\n<p><img decoding=\"async\" class=\"lazyload aligncenter wp-image-10082 size-full\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27556%27%20height%3D%27486%27%20viewBox%3D%270%200%20556%20486%27%3E%3Crect%20width%3D%27556%27%20height%3D%27486%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image3.png\" alt=\"\" width=\"556\" height=\"486\" \/><\/p>\n<p><img class=\"aligncenter\" \/><\/p>\n<p>In this post, I\u2019ll talk briefly about how it works (it\u2019s simple! If you want a more in-depth walkthrough and demo, check out the <a href=\"https:\/\/aligntoday.com\/salesforce-integration-faq-metrics\/\">FAQ Page<\/a>), but will spend more time talking about our motivations, and map design goals to shipped features.<\/p>\n<h2 class=\"Font__heading Font__heading--alt2\"><span style=\"color: #f7941d;\">Why We Built It<\/span><\/h2>\n<p>In Align, Critical Numbers are your company\u2019s heartbeat; they track the health of your business and are used to measure the results of your team\u2019s most important activities. They need to be accurate, up-to-date and highly visible, hence they\u2019re the first thing you see in most dashboard setups.<\/p>\n<p><img decoding=\"async\" class=\"lazyload aligncenter wp-image-10083 size-large\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27675%27%20viewBox%3D%270%200%201024%20675%27%3E%3Crect%20width%3D%271024%27%20height%3D%27675%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image6.png\" alt=\"\" width=\"1024\" height=\"675\" \/><\/p>\n<p><img class=\"aligncenter\" \/><\/p>\n<p>For our team\u2019s own Critical Numbers, the \u201csource of truth\u201d in a few cases existed in a separate tool. For many of our metrics, that source was Salesforce. Enough of our users said they\u2019d find an automated sync between the two tools valuable, so we decided to go make it happen. We\u2019re planning on providing other integration points between Align and your other tools in the future.<\/p>\n<p>The goal of this integration is to free your team up from double entry and manual data pulls, so you have the headroom instead to strategize your team\u2019s actions that drive improvement against these targets.<\/p>\n<h2 class=\"Font__heading Font__heading--alt2\"><span style=\"color: #f7941d;\">How It Works<\/span><\/h2>\n<p>Pretty simple: once you connect your Salesforce account to your Align account, you can sync any Critical Number (at the Company or Team level) to a Salesforce Report Metric. You can sync to any of your existing Salesforce reports, regardless whether you use Salesforce Classic or Lightning, so no need to make any big changes to your setup and workflow in Salesforce. All you have to do is tell Align what Report and what Metric you want to point to, and that Critical Number\u2019s Current Value will get updated every 24 hours from Salesforce (or, you can click to refresh values more frequently if you\u2019d like).<\/p>\n<p>Pick your report and metric in Salesforce:<\/p>\n<p><img decoding=\"async\" class=\"lazyload alignnone size-medium wp-image-20024\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27300%27%20height%3D%27149%27%20viewBox%3D%270%200%20300%20149%27%3E%3Crect%20width%3D%27300%27%20height%3D%27149%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image5.png\" alt=\"\" width=\"300\" height=\"149\" \/><\/p>\n<p>Select them in Align:<\/p>\n<p><img decoding=\"async\" class=\"lazyload alignnone wp-image-10090\" src=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image8.png\" data-orig-src=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image8.png\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 148px) 100vw, 148px\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27148%27%20height%3D%27185%27%20viewBox%3D%270%200%20148%20185%27%3E%3Crect%20width%3D%27148%27%20height%3D%27185%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image8.png 239w, https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image8.png 320w\" alt=\"\" width=\"148\" height=\"185\" \/><img class=\"\" \/><img decoding=\"async\" class=\"lazyload alignnone wp-image-10084\" src=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image7.png\" data-orig-src=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image7.png\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 157px) 100vw, 157px\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27157%27%20height%3D%27191%27%20viewBox%3D%270%200%20157%20191%27%3E%3Crect%20width%3D%27157%27%20height%3D%27191%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image7.png 246w, https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image7.png 398w\" alt=\"\" width=\"157\" height=\"191\" \/><\/p>\n<p>That\u2019s it. Again, if you\u2019re interested in more structured detail on how the feature works, check out the\u00a0<a href=\"https:\/\/aligntoday.com\/salesforce-integration-faq-metrics\/\">FAQ Page<\/a>. For the rest of this article, I\u2019m going to focus on the design thinking that went into what we shipped.<\/p>\n<h2 class=\"Font__heading Font__heading--alt2\"><span style=\"color: #f7941d;\">Design Goals<\/span><\/h2>\n<h3>Easily Discoverable<\/h3>\n<p>We wanted to make sure existing and new customers know about the integration, especially if they\u2019re in the middle of creating their Critical Numbers for the next period. It was also very important that the initial authentication with Salesforce didn\u2019t take you too much out of your existing workflow. To accomplish those requirements, you\u2019re able to start connecting a Critical Number to Salesforce even if your accounts aren\u2019t yet linked. If you select \u201cSalesforce\u201d from the \u201cIntegrations\u201d section of a new Critical Number, you\u2019ll be automatically taken through the authentication process, and then returned to the same edit screen when you\u2019re done. You can also do a more \u201ctraditional\u201d account connection from the admin page ahead of time if you want, but this alternate path makes for a more seamless workflow.<\/p>\n<p><img decoding=\"async\" class=\"lazyload aligncenter wp-image-10077 size-full\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271240%27%20height%3D%27682%27%20viewBox%3D%270%200%201240%20682%27%3E%3Crect%20width%3D%271240%27%20height%3D%27682%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2019\/01\/image4-2.png\" alt=\"\" width=\"1240\" height=\"682\" \/><\/p>\n<p>We also wanted it to be obvious when a given Critical Number was connected to Salesforce, as a way to \u201cbroadcast\u201d the feature to others on the team who may not know about it yet. When a Critical Number is connected, a Salesforce logo will appear on that card:<\/p>\n<p><img decoding=\"async\" class=\"lazyload aligncenter wp-image-10086 size-full\" src=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image2.png\" data-orig-src=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image2.png\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 544px) 100vw, 544px\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27544%27%20height%3D%27516%27%20viewBox%3D%270%200%20544%20516%27%3E%3Crect%20width%3D%27544%27%20height%3D%27516%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image2.png 544w, https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image2.png 300w\" alt=\"\" width=\"544\" height=\"516\" \/><\/p>\n<p><img class=\"aligncenter\" \/><\/p>\n<h3>Changes to your Salesforce workflows should be minimal<\/h3>\n<p>We designed the sync to make sure that very little has to change with the existing setup of your Salesforce account.<\/p>\n<p>First, only one Salesforce user needs to authenticate their account. After that, anyone else in Align can sync to reports. Taking advantage of this feature won\u2019t require you to purchase any new licenses or change permissions in Salesforce.<\/p>\n<p>Second, you can use your existing reports. As long as a report (or its clone) lives in the \u201cPublic Reports\u201d Salesforce folder, it\u2019s available in Align. We also made sure all metric types, including Row-level and Summary Formulas, are available in Align.<\/p>\n<h3>You shouldn\u2019t have to be a Salesforce guru<\/h3>\n<p>If you don\u2019t know what any of those terms in the previous section mean, don\u2019t worry about it. That\u2019s the point: all you need to do is pick the report and metric you want synced. The integration is flexible enough to handle almost any report and metric type in Salesforce, and takes into account all existing filters on reports.<\/p>\n<h2 class=\"Font__heading Font__heading--alt2\"><span style=\"color: #f7941d;\">A Note On Accountability<\/span><\/h2>\n<p>Before we started this project, we did take the time to ponder this question: will use of this integration encourage a \u201cset-and-forget\u201d mentality? We\u2019re successfully solving the double-entry problem, but did we overcorrect? If the values are updated in Align automatically, would that result in\u00a0<b>less<\/b>\u00a0focus instead of\u00a0<b>more\u00a0<\/b>focus?<\/p>\n<p>As I said earlier, we believe that the time banked by not having to go chase numbers should be spent thoughtfully analyzing (1) the trends of these metrics; (2) the implications on your team\u2019s strategic priorities; and (3) how short term tasks may need to be adjusted.<\/p>\n<p>A great way to make that thinking more visible to your team is through Critical Number Notes. Now that you have the time to analyze the numbers, communicate it:<\/p>\n<p><img decoding=\"async\" class=\"lazyload aligncenter wp-image-10087 size-full\" src=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image1.png\" data-orig-src=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image1.png\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1882px) 100vw, 1882px\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271882%27%20height%3D%271112%27%20viewBox%3D%270%200%201882%201112%27%3E%3Crect%20width%3D%271882%27%20height%3D%271112%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image1.png 1882w, https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image1.png 300w, https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image1.png 1024w, https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image1.png 768w, https:\/\/aligntoday.com\/wp-content\/uploads\/2020\/06\/image1.png 1536w\" alt=\"\" width=\"1882\" height=\"1112\" \/><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling fusion-equal-height-columns\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:20px;--awb-padding-right:15%;--awb-padding-left:15%;--awb-margin-top:50px;--awb-margin-bottom:50px;--awb-background-color:#25a999;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"--awb-padding-top:20px;--awb-bg-size:cover;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-column-wrapper-legacy\"><div class=\"fusion-column-content-centered\"><div class=\"fusion-column-content\"><div class=\"fusion-builder-row fusion-builder-row-inner fusion-row\"><div class=\"fusion-layout-column fusion_builder_column_inner fusion-builder-nested-column-0 fusion_builder_column_inner_2_3 2_3 fusion-two-third fusion-column-first\" style=\"--awb-bg-size:cover;width:66.666666666667%;width:calc(66.666666666667% - ( ( 4% ) * 0.66666666666667 ) );margin-right: 4%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-column-wrapper-legacy\"><div class=\"fusion-column-content-centered\"><div class=\"fusion-column-content\"><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-two\" style=\"--awb-text-color:#ffffff;--awb-margin-bottom:10px;\"><h2 class=\"title-heading-left\" style=\"margin:0;\">Not already an Align user?<\/h2><\/div><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-five\" style=\"--awb-text-color:#ffffff;--awb-margin-top:0px;\"><h5 class=\"title-heading-left\" style=\"margin:0;\"><p style=\"text-align: left;\">Want to see if our Salesforce integration can help your team? Test-drive a sample account <strong>right now<\/strong>. Or, request a Demo to learn more about how Align can help your team improve communications and increase productivity in an average of 6 minutes a day.<\/p><\/h5><\/div><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column_inner fusion-builder-nested-column-1 fusion_builder_column_inner_1_3 1_3 fusion-one-third fusion-column-last\" style=\"--awb-bg-size:cover;width:33.333333333333%;width:calc(33.333333333333% - ( ( 4% ) * 0.33333333333333 ) );\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-column-wrapper-legacy\"><div class=\"fusion-column-content-centered\"><div class=\"fusion-column-content\"><div class=\"fusion-aligncenter\"><a class=\"fusion-button button-flat button-large button-custom fusion-button-default button-1 fusion-button-default-span \" style=\"--button_accent_color:#ffffff;--button_accent_hover_color:var(--awb-color6);--button_border_hover_color:var(--awb-color4);--button_gradient_top_color:#f79421;--button_gradient_bottom_color:#f79421;--button_gradient_top_color_hover:#ffd484;--button_gradient_bottom_color_hover:#ffd484;--button_margin-top:4%;\" target=\"_self\" href=\"https:\/\/aligntoday.com\/product\/sandbox\/\"><span class=\"fusion-button-text\">Explore A Sandbox Account<\/span><\/a><\/div><div class=\"fusion-aligncenter\"><a class=\"fusion-button button-flat button-large button-custom fusion-button-default button-2 fusion-button-default-span \" style=\"--button_accent_color:#ffffff;--button_accent_hover_color:var(--awb-color6);--button_border_hover_color:var(--awb-color4);--button_gradient_top_color:#f79421;--button_gradient_bottom_color:#f79421;--button_gradient_top_color_hover:#ffd484;--button_gradient_bottom_color_hover:#ffd484;--button_margin-top:5%;\" target=\"_self\" href=\"https:\/\/aligntoday.com\/product\/demo\/\"><span class=\"fusion-button-text\">Schedule A Personalized Tour<\/span><\/a><\/div><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":33,"featured_media":18280,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[269,270,124,77,81],"tags":[155,119,72,156,78,126,149],"class_list":["post-27737","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-execution","category-goals","category-product","category-strategy","category-task-management","tag-large-companies","tag-priorities","tag-product","tag-security","tag-strategy","tag-task-management","tag-teams"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.3.1 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Level Up Your Dashboard With Our Salesforce Integration<\/title>\n<meta name=\"description\" content=\"Insights and integrations can be a game changer for a SaaS product. 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