Prep Guide - Salesforce Integration

Connecting Hoopla with Salesforce is an easy way to automate updates to Metrics and the management of Users, using results from your Salesforce reports.  Configuring the integration is a breeze, but following these report prep instructions will make it even easier!  

Create a User Report

  1. In the Salesforce Report Builder, create a new report based on the User object.

  2. Ensure the format is set to “Tabular”.

  3. Add criteria that will return the set of users who should be added to Hoopla. Only one report can be used to provision users, so make sure it includes the right people!

  4. Add the "Email" field and the "User ID" field as columns in the report; just click and drag each field from the left menu to the report.
    (You should also have First Name, Last Name, and Username as columns, by default.)

  5. Run the report and save it. Tip: Create a report folder in Salesforce called "Hoopla Reports" to keep things better organized.


Create Team Reports

Optionally, you can manage Team membership through the Salesforce connector. Each Team in Hoopla can be populated and maintained with a single Salesforce report. When users are added or removed from the report, they are added or removed from the corresponding Hoopla Team. The beauty of using this feature is that it somewhat automates the assignment of players to Leaderboards and Newsflashes throughout your account.

  1. In the Salesforce Report Builder, create a new report based on the User object.

  2. Ensure the format is set to “Tabular”.

  3. Add criteria that will return the set of users who should be added to a specific Team within Hoopla. For example, you may want to build a report that will populate your Account Manager Team.

  4. Add the “User ID” field as a column in the report; just click and drag the field from the left menu to the report.
    • There is no need for additional fields, but you are welcome to leave first and last names in the report for your convenience.

  5. Run the report and save it. Tip: Save it to a folder called "Hoopla Reports" to keep things better organized.

  6. Repeat steps 1-5 for any additional Teams you want to populate in Hoopla.


Create Metric Reports

  1. In the Salesforce Report Builder, create a new report based on an object that you want to track.
    Example: Select the Opportunity object if you want to build a report on Month-to-Date Sales.

  2. Change the format to “Summary”.  This is the only format supported in Hoopla at this time.

  3. Group the report with a user field by dragging the desired field from the left to the drop zone.
    Example: On an Opportunity report, you’ll likely want to group by Opportunity Owner.

  4. Add Date Range criteria.
    Example: Date Field - “Close Date” and Range - “This Month"

  5. Add any other applicable criteria that will narrow down the results to the right set of records.

  6. Summarize the fields that will feed your Hoopla Metrics.
    Example: If you want to track Month-to-Date Sales, you’ll want to summarize the Amount field with the SUM for each Opportunity Owner.

  7. Run the report and save it. Tip: Save it to a report folder called "Hoopla Reports" to keep things better organized.

  8. Repeat steps 1-7 for any other object types you want to track (e.g., Tasks and Events, Leads, Cases).

 

Optional: Create Reports for "Data Tables"
Hoopla can display a sorted list of records from a Tabular or Summary report in Salesforce, using the Data Tables feature. For example, you may want to show a list of "Top Ten Opportunities" or "Biggest Accounts".

  1. Build a Tabular or Summary report, showing the data you want to display on Hoopla TV. Hoopla will allow you to select and display up to 4 columns from the report.

  2. Sort the data so that it appears the way you want Hoopla to display it.

  3. Save your report. Tip: Save it to a report folder called "Hoopla Reports" to keep things better organized.

  4. Repeat steps 1-3 for any other data you wish to show in list format on Hoopla TV.

 

Define Teams in Hoopla

  1. In Configuration > Users and Teams, click on the Teams tab.

  2. Click "Add" to create a new Team.

  3. Give the Team a name. You may want to segment your users into groups, based on their role, region, manager, or office.

  4. Optionally, add a Team photo.

  5. Click Save. (We'll populate the Team with members using a Salesforce report later on.)

  6. Repeat steps 1-5 until all your Teams have been created.


If you’ve completed the steps above, you’re ready to configure your Salesforce connector! Check out this article or this video for detailed help on the actual integration.

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