Get up and running with Elate's Salesforce integration in a matter of minutes!

Connecting your Elate account to Salesforce is incredibly simple and can be done in less than 5 minutes!

2. Click "Connect" on the Salesforce card under the "Available" tab.

3. Select whether you or someone else will be owning this Salesforce connection. If you have a Salesforce account with the proper permissions, this will be you! Select "Me".

4. This will pop open the connect flow, starting with authenticating to Salesforce. Follow the detailed step-by-step instructions provided in the flow to successfully connect to Salesforce. We recommend authenticating with your credentials.

5. Once connected, Salesforce will appear under the "Connected" tab on the Integrations page.

Please note that it may take a moment for your connection to fully sync.

6. If you do not have a Salesforce account, or if you would like another team member to manage this Integration for your Elate Instance, select "Another Elate User" instead of "Me".

7. Use the drop-down menu to invite another user to connect Salesforce to your Elate account.

8. This user will receive an email invitation from Elate, asking them to login and connect to Salesforce. By selecting "Connect Plugin" your teammate will automatically be directed to the connect flow in Elate.

9. If you did not set up the connection, you will still be able to see who connected the Integration for your organization, pictured below:

Congrats - Your Salesforce account is now connected to Elate!

Once your Salesforce Integration is connected, the Integration Owner (the user who made the initial Integration connection) is able to "Manage" the Integration.

This involves assigning other Elate members to the Integration, syncing, reconnecting, and disconnecting the connection.

If you are the Integration Owner and want to assign another team member to an Integration, go to your "Connected" tab on the Integrations page and select "Manage" on the Integration card.

From there, you'll be prompted to assign Integration access to another teammate. Find your teammate in the drop-down and select "Assign to integration."

Once the invitation is sent, your teammate will appear below, showing that they have Integration access.

To revoke Integration access from a user, use the three-dot menu.

As the Integration Owner, you can use the three-dot menu to Sync, Reconnect, and Uninstall your Integration.

While Integrations with Elate sync very frequently, there may be times when a manual sync is necessary. Choose "sync" to trigger this process manually.

If you have the Salesforce Integration already connected, navigate to an Outcome and click the three dots in the upper-right-hand corner. Select "Connect" from the options presented.

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After clicking “Connect,” you will see Integrations that you have connected to Elate. Select Salesforce from the options.

You will then be taken to the configure screen.

On the configure screen, you can pull in the exact data you want from your Integration.

Under the resource drop down, select the object you want to pull data from (Most common: Opportunity).

Once you select your object, you will notice that the field options will pre-populate with the available fields from that object, including custom fields designated by "__c" at the end.

Select a time field on how the data should be grouped for the respective chart. Then select the field and function you'd like to apply. For example, if I wanted to pull in a New Business number, I would select "Amount" as my field and "sum" as my function.

Once you've selected the appropriate fields, you can also add filters below. For example, when pulling New Business, I want to only pull opportunities where the StageName = Closed Won. Additionally, I only want to look at opportunities where the type is either Existing Customer - Upsell or New Customer. When selecting multiple fields, be sure to use the "in list" operator.

Once you're ready to finalize you can click save to initiate a sync and see your outcome within Elate.

Now that you've set up your outcome, Elate will automatically refresh this data daily for you so it will stay synced with your Salesforce data.

Before completing this step, be sure you have setup your Salesforce Integration (instructions above).

Navigate to an Outcome in Elate and select the three buttons in the upper right-hand corner. Select "Connect" and then "Salesforce" from the plugins presented.
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After clicking “Connect,” you will see plugins that you have connected to Elate. Select Salesforce from the options.

Once again, you will then be taken to the configure screen.

On the configure screen, you can pull in the exact data you want from your plugin.

Under the resource drop down, you can either start to type the name of the Report you wish to pull from to filter down the options, or you can scroll to the very bottom to see a list of report options.

Note: In order to pull from a Salesforce report, that report has to have a date field as one of the columns on the report. Additionally, and columns that are grouped will not come through the API as available options for the configuration.

If you wish you pull in data from a grouped column, we recommend duplicating the report and ungrouping that column to ensure you don't cause any issues with any Salesforce Dashboards that might be leveraging the original report.

Once you select your report, you will notice that the field options will pre-populate with the available columns from your report.

Once you've selected the appropriate fields, you can either click "Refresh Graph Preview" to preview the data that will display, or click save to initiate a sync and see your outcome within Elate.

Note: we recommend applying any filters in the Salesforce Report itself rather than in the configuration within Elate.
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Now that you've set up your outcome, Elate will automatically refresh this data daily for you so it will stay synced with your Salesforce report.

In order for your teammates to connect and configure an outcome in Elate using a connected Integration, two things must be true.

An Elate user has access to edit an Outcome if:

An Elate user has access an Integration if:

Q: An outcome has been successfully connected to Salesforce but now I need to make changes to the configuration. Why am I not able to make those changes?

A: The person who set up the initial connection and configuration of the outcome using the Salesforce integration is the only one who will be able to make any changes to the configuration in the future. If you are not the one who initially connected Salesforce to the outcome, you will not be able to change the configuration.

Q: I just created a new report in Salesforce that I want to connect in Elate but it's not showing up. How do I fix this?

A: Our plugins all refresh automatically nightly and weekly. If you just created a report, you will need to manually refresh the plugin. Don't worry though, it's not a long process! Simply navigate to your My Plugins page and click the Refresh/Sync button next to the Salesforce card. This will refresh the values for the “Current Goal Period” for all metrics in that organization that have a Salesforce connection.