QuotaPath's integration with Salesforce allows you to easily import data from your Salesforce account to use in QuotaPath to calculate commissions or inform payouts eligibility.
QuotaPath currently supports two versions of its Salesforce integration: Salesforce 1.0 and Salesforce 2.0. Starting in February 2024, new customers will be automatically onboarded to the 2.0 version.
In this article, we'll cover the requirements to set up both versions of the integration. For more information on the differences between the integration versions and the benefits of upgrading, please review this article.
Integration Overview
QuotaPath's integration with Salesforce is a one-way sync via the Salesforce API (read-only). This means we are not installing any packages or writing any data. We support connections to both production & sandbox environments. Only a single QuotaPath Admin needs to authenticate (Salesforce 2.0 only) in order to set up the integration.
User Permissions
The QuotaPath Admin that is authenticating needs to have "API Enabled". If you not using Salesforce Enterprise, you must have the API Web Services Module. The QuotaPath Admin also will need access to any object or field in which you will be importing into QuotaPath.
Sync Schedule
Customers have the ability to set the sync frequency in QuotaPath in order to control API usage (Salesforce 2.0 only).
Supported Objects
QuotaPath supports the ability to import any object from Salesforce, even custom objects! Here is a list of the most common objects to import into QuotaPath to use for commission calculations:
Opportunity
Opportunity Products
Opportunity Split
User
Account
Event
Task
Case
Lead
Quote
Supported Field Types
QuotaPath generally supports the following Field Types from Salesforce; however depending on which QuotaPath commission field you are aligning to, there may be additional requirements:
Boolean
Calculated
Combobox
Currency
Date
DateTime
Double
Email
Id
Int
Multipicklist
Percent
Picklist
Reference
String
QuotaPath Integration Requirements
QuotaPath will require some type of object/field in your Salesforce that will allow us to pull the following data points into QuotaPath for commission calculation:
Deal Owner – email of the rep who closed the deal, completed the activity, etc. and should be paid commission (Note: QuotaPath can access a rep’s email address via a user-lookup field like 'Opportunity Owner' or read a field where the email address is the value)
Example Field: Opportunity Owner Email
Deal Name – name of the account, meeting, etc. in which the rep is getting paid commission
Example Field: Opportunity Name
Deal Date – date that the deal is closed, meeting occurs, etc. and commission is eligible to be earned
Example Field: Opportunity Close Date
Deal Stage – stage(s) that denote the deal, meeting, etc. is closed/won, open or closed/lost, and the rep is eligible to earn commission
Example Field: Opportunity Stage = Closed Won
Deal Amount – amount that QuotaPath will use to then apply the appropriate earnings rule in order to calculate the rep's commission (Note: This field in QuotaPath can also point at the 'Record Count' property in Salesforce for scenarios where you need to count meetings, demos, etc.)
Example Field: Opportunity Amount
For managers that are commissioned on deals/activities for their direct reports, QuotaPath will require either:
Field containing the email of the manager (Note: this field can be implemented using your Salesforce user hierarchy and can also leverage a user-lookup field to access the manager’s email or read a field where the email address is the value)
Example Field: Opportunity Owner Manager Email
List of individual Deal Owners to be added as filters in manager's Plan mapping
How to connect Salesforce 2.0
To connect Salesforce 2.0 to your QuotaPath workspace, click Settings in the main app navigation, and then Integrations. Find the Salesforce 2.0 integration card and click ‘Connect’.
If you'll be connecting a Sandbox environment, make sure to select the checkbox 'Use Sandbox'.
Authenticate
Upon clicking 'Connect', you'll be automatically redirected to Salesforce where you'll need to login and authenticate to your Salesforce instance. After logging in, you'll be automatically redirected back to QuotaPath.
Integration Source Form
Upon returning to QuotaPath, complete the following integration source form including selecting the date that you'd like to start importing data from Salesforce. Click 'Submit' when complete.
After receiving the confirmation that the integration has been successfully connected, click 'Next' to proceed.
Sync Schedule
At the top of the following screen, use the dropdown selector to set the sync frequency. In addition to these scheduled syncs, you'll always have the option to click 'Sync Now' on the Close integration card on the 'Integrations' page to trigger a manual sync.
Objects
Next, select the objects that you'd like to import into your QuotaPath workspace.
When complete, click ‘Sync now’ to begin importing data into your QuotaPath workspace. This could take a few minutes so feel free to close the modal and navigate back to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.
Once your integration is setup, you can start syncing your plan to your integration data. Visit this article for more detailed instructions!
How to connect Salesforce 1.0
To connect Salesforce 1.0 to your QuotaPath workspace, click Settings in the main app navigation, and then Integrations. Find the Salesforce 1.0 integration card and click ‘Connect’.
If you'll be connecting a Sandbox environment, make sure to select the checkbox 'Use Sandbox'.
Authenticate
Upon clicking 'Connect', you'll be automatically redirected to Salesforce where you'll need to login and authenticate to your Salesforce instance. After logging in, you'll be automatically redirected back to QuotaPath.
Once your integration is setup, you can start syncing your plan to your integration data. Visit this article for more detailed instructions!