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 over a week ago

Connect Salesforce to Hoopla

Learn the steps to begin sending Salesforce data to Hoopla

F

Written by Fulbert Chan
Updated over a week ago

Salesforce Profile Security Settings to Connect to Hoopla

What settings in Salesforce are needed for the authenticated user?

F

Written by Fulbert Chan
Updated over a week ago

Supported Salesforce Editions

What versions of Salesforce does Hoopla integrate with?

F

Written by Fulbert Chan
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

F

Written by Fulbert Chan
Updated over a week ago

Can't See Salesforce Report in Menu

Some common reasons why Salesforce Reports aren't visible

F

Written by Fulbert Chan
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

F

Written by Fulbert Chan
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

F

Written by Fulbert Chan
Updated over a week ago

Salesforce Users Unable to Login

Reasons why users may not be able to login to Hoopla

F

Written by Fulbert Chan
Updated over a week ago

Team Reports

Automatically keep Teams updated from Salesforce Reports

F

Written by Fulbert Chan
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.

F

Written by Fulbert Chan
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.

F

Written by Fulbert Chan
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.

F

Written by Fulbert Chan
Updated over a week ago

Create Salesforce Metric Reports

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

F

Written by Fulbert Chan
Updated over a week ago

Team metrics from Salesforce reports

How and when to assign a report total to a team

F

Written by Fulbert Chan
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.

F

Written by Fulbert Chan
Updated over a week ago

Supported Objects for Streaming Newsflashes

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

F

Written by Fulbert Chan
Updated over a week ago

Troubleshooting your Streaming Newsflash

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

F

Written by Fulbert Chan
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

F

Written by Fulbert Chan
Updated over a week ago