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Salesforce Integration
Salesforce Integration
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21 articles in this collection
Written by
Mike Smalls,
Annette Broussard,
and
Fulbert Chan
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
Setup & Configuration
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
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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?
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Written by
Fulbert Chan
Updated over a week ago
Supported Salesforce Editions
What versions of Salesforce does Hoopla integrate with?
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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
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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
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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
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Written by
Fulbert Chan
Updated over a week ago
Setup Users and Teams
Master Salesforce User Report
Learn how to build the report in Salesforce that keeps your users in synch with Hoopla
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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
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Written by
Fulbert Chan
Updated over a week ago
Team Reports
Automatically keep Teams updated from Salesforce Reports
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Written by
Fulbert Chan
Updated over a week ago
Getting Data into Hoopla
Create a Leaderboard from a Salesforce Report
Easily Turn a Salesforce Report into a Leaderboard and add it to a channel.
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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.
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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.
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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
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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
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Written by
Fulbert Chan
Updated over a week ago
Streaming Newsflashes
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.
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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.
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Written by
Fulbert Chan
Updated over a week ago
Troubleshooting your Streaming Newsflash
Why aren't my Newsflashes showing up on my TV Channel
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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
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Written by
Fulbert Chan
Updated over a week ago