Salesforce Integration

Migrating Salesforce Orgs

Steps to map users and metrics when switching from one instance of Salesforce to another.

Written by Mike Smalls
Updated over a week ago

Connecting Hoopla to a Salesforce Sandbox

How to connect to a Salesforce Sandbox Instance with Hoopla

Written by Annette Broussard
Updated this week

Connect Salesforce to Hoopla

Learn the steps to begin sending Salesforce data to Hoopla

Written by Tom Clarke
Updated over a week ago

Salesforce Profile Security Settings to Connect to Hoopla

What settings in Salesforce are needed for the authenticated user?

Written by Tom Clarke
Updated over a week ago

Supported Salesforce Editions

What versions of Salesforce does Hoopla integrate with?

Written by Tom Clarke
Updated over a week ago

Getting Hoopla to work with Salesforce IP Restrictions

What to do when you get a Salesforce Authentication Error due to IP Restrictions

Written by Tom Clarke
Updated over a week ago

Can't See Salesforce Report in Menu

Some common reasons why Salesforce Reports aren't visible

Written by Tom Clarke
Updated over a week ago

Create Custom Hoopla Tab in Salesforce

Allow users to view Hoopla activities and watch Hoopla TV channels within Salesforce

Written by Mike Smalls
Updated over a week ago

Salesforce API credits

Learn how to control the number of API credits used by Hoopla

Written by Tom Clarke
Updated over a week ago

Master Salesforce User Report

Learn how to build the report in Salesforce that keeps your users in synch with Hoopla

Written by Tom Clarke
Updated over a week ago

Salesforce Users Unable to Login

Reasons why users may not be able to login to Hoopla

Written by Tom Clarke
Updated over a week ago

Team Reports

Automatically keep Teams updated from Salesforce Reports

Written by Tom Clarke
Updated over a week ago

Create a Leaderboard from a Salesforce Report

Easily Turn a Salesforce Report into a Leaderboard and add it to a channel.

Written by Tom Clarke
Updated over a week ago

Create a Metrics Step, Gauge, or Progress Bar from a Salesforce Report

Easily Turn a Salesforce Report into a Metric, Gauge, or Progress Bar and add it to a channel.

Written by Tom Clarke
Updated over a week ago

Create a Data Table from a Salesforce Report

Easily Turn a Salesforce Report into a Data Table and add it to a channel.

Written by Tom Clarke
Updated over a week ago

Create Salesforce Metric Reports

Automatically update metric values directly from any field value in Salesforce using custom reports

Written by Tom Clarke
Updated over a week ago

Team metrics from Salesforce reports

How and when to assign a report total to a team

Written by Tom Clarke
Updated over a week ago

Create a Salesforce Streaming Newsflash

Easily create a newsflash, breaking news alert, or virtual sales gong from changes in Salesforce data and add it to a channel.

Written by Tom Clarke
Updated over a week ago

Supported Objects for Streaming Newsflashes

Learn which objects the Salesforce API supports for use with Hoopla streaming newsflashes.

Written by Tom Clarke
Updated over a week ago

Troubleshooting your Streaming Newsflash

Why aren't my Newsflashes showing up on my TV Channel

Written by Tom Clarke
Updated over a week ago

Streaming Newsflashes based on Formula Fields

Learn how to get around the fact that Formula fields won't work with Streaming Newsflashes

Written by Tom Clarke
Updated over a week ago