Salesforce Integration (Corporate Edition only)

Connecting Hoopla with Salesforce is an easy way to automate management of Users and Teams, as well as updates to Metrics, all by leveraging data from your Salesforce reports. Here's how to configure the Salesforce connector:

  1. If you originally used Hoopla without the Salesforce connector, log in to Hoopla, go to Users and delete all Users you plan on updating from Salesforce.
    • Note I: These Users will be removed from Teams, Metrics, Leaderboards and Newsflashes. Once they are pulled from Salesforce, they will need to be re-added to all Teams, Leaderboards, and Newsflashes.
    • Note II: Your Users list can be compiled from the Salesforce connector as well as manual entries. The data pulled from the connector will only update Salesforce Users; manual entries will need to be updated separately.


  2. In Configuration, click the Add Integration menu and select Salesforce.
    • Note: If you would like to connect Hoopla to a Salesforce Sandbox, please open a support ticket to receive further instructions.

  3. If you have lots of reports in your Salesforce org, you may want to save all your Hoopla-related reports in a folder called "Hoopla Reports" to keep them better organized. In the Reports to Map section, select "Only show reports in the "Hoopla Reports" folder."

  4. The Salesforce Configuration page consists of three essential steps:
    • API Authentication: Establish the connection between Hoopla and Salesforce by clicking the "Authenticate with OAuth" button. Check out this article for details on who should authenticate.
    • User Provisioning: Select an already-existing user report that contains only the people you need to add to Hoopla.
    • Report Wizard: This section allows you to Create Leaderboards from your Metric Sources (step 5), Create a Data Table or Create a Number Step (coming soon).
    • If you need more information about how to create these user reports or metric reports within Salesforce, click here.

  5. Establish your Metric Sources
    • Be careful not to map the same user to one Metric multiple times, using different Salesforce reports. This can cause too many update notifications to be sent to that user.
    • Note: Hoopla uses Salesforce API credits to update Metrics. Ask your admin how many API credits you have to determine how often you can update Metrics. More frequent report runs will cost more in terms of API credits.
    • Report: Select the report to pull Metrics from (only summary reports with one Summary level and a max of 100 columns are supported).
    • Field/Metric Mappings: Select the field(s) within the report to track and map them to the Metrics you created within Hoopla.
    • Schedule: Choose how often these Metrics will update.
    • Click OK.

  6. Optionally, populate Metric values for Team & Generic Identifiers using Salesforce reports. You can map one or multiple values from the "Grand Totals" row of any Summary or Tabular report in Salesforce to a Team or Generic Metric. 
    • Click Add within the Metric Sources for Teams/Generic Identifiers section. 
    • In the Team Report modal, select your Salesforce report from the first dropdown, then select the corresponding Hoopla Team from the second dropdown. For more info on Team reports, check this out.
    • Report: Select the report to pull Metrics from (only Summary or Tabular reports are supported).
    • Field/Metric Mappings: For each value (Report Column) you would like to map, select a Hoopla Metric and a Team or Generic Identifier to store the value.
    • Schedule: Choose how often these Metrics will update.
    • Click OK.
    • Repeat for any remaining Salesforce reports you would like to map. 

  7. Optionally, populate Hoopla Teams using Salesforce reports. Each Hoopla Team can be mapped to a single Salesforce report, and when the report results change, the Team membership will be updated.
    • Click Add within the Teams Provisioning section
    • In the Team Report modal, select your Salesforce report from the first dropdown, then select the corresponding Hoopla Team from the second dropdown. For more info on Team reports, check this out.
    • Click OK.
    • Repeat for any remaining Teams you have in Hoopla.

  8. Optionally, create Streaming Newsflashes to celebrate achievements. To learn more about this feature, check out this article.
    • Click Add within the Streaming Newsflashes section.
    • Select the Salesforce Object on which the Newsflash should be based.
    • Give the Streaming Newsflash a name.
    • Select the User Field that will determine who is recognized for the Newsflash.
    • Under Evaluation Criteria, select when this Newsflash should be evaluated.
    • In the Trigger Criteria section, add the criteria that will determine whether the Newsflash is triggered. These are based on fields from your Salesforce object.
    • Add the Players who are eligible to be recognized with this Newsflash. 
    • Customize the Title and Message that will be displayed on Hoopla TV during this Newsflash.
    • Click OK, then Save. Be sure to add the Newsflash to your Hoopla Channel later on!

  9. Optionally, create Data Tables to show sorted lists of records from Salesforce. This article will tell you more!
    • Click Add (You may also create a Data Table & add it your Channels via the Report Wizard)
    • Use the dropdown to select a Tabular or Summary report from Salesforce.
    • Optionally, change the report's display name in Hoopla.
    • Select up to 4 columns from the report.
    • Optionally, change the column labels.
    • Schedule how often Hoopla should sync with the report.
    • Click OK, then Save. Be sure to add that Data Table to your Channel later on!

  10. Click Save in the main navigation bar.

  11. Set up your Leaderboards and Newsflashes.
    • Add the Players and Teams that you have added from Salesforce to the appropriate Leaderboards and Newsflashes.

For detailed instructions, check out this handy video!


Log In with Salesforce

If you have added users to Hoopla via the Salesforce connector, those users will be able to log in only with their Salesforce credentials. 

Steps to log in with Salesforce:

  1. Go to https://app.hoopla.net/login
  2. Click Log In with Salesforce
  3. Enter your Salesforce username and password; log in
  4. You'll be logged in and redirected to the Hoopla app

Note: If you are already logged in to Salesforce in a separate window, you will skip step 3.

 

Why can't I edit my name or email?

If you are logging in to Hoopla with your Salesforce credentials, it means that your admin has added you through the Salesforce connector.

In this case, Hoopla is reflecting your name and login as they appear in your Salesforce user profile, and they cannot be edited in the Hoopla interface. If you need to make a change, please contact your Salesforce admin so they can update your profile within Salesforce. 

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