Perdoo offers 2 options for integrating your Salesforce data into Perdoo. Use our native Salesforce integration, or our Google sheets integration.
Native Salesforce integration
ℹ️ Available on Supreme.
Enabling the Salesforce integration
ℹ️ This requires Superadmin rights.
To enable the Salesforce integration:
Click 'Enable'.
Click 'Connect'.
Allow Access.
Click Finish.
How to integrate a KPI, Key Result, or Initiative with Salesforce
When creating a KPI or Result, click on Advanced Options. If the goal already exists, you can edit from the details modal in the right side panel.
Select Salesforce under Integration.
Select a Report.
Select an Aggregate Field.
Click Save & Sync now.
Important notes
Perdoo will check once a day for any changes — between 12-1AM CET — and will update if a change has been made.
If you'd like to update the goal at anytime, you can open the integration and click "Save & Sync now".
Via the Google sheets integration
The Data Connector for Salesforce is a Google Sheets add-on, built by Google, that pulls reports from your Salesforce account into a Google Sheet. From there, you can use the Perdoo Google Sheets integration to easily update your goals with your Salesforce data.
💡 Pro tip: Why use a spreadsheet integration? It gives you complete flexibility to edit your Salesforce data before sending it to Perdoo!
Install our Google Sheets integration
If you haven't already, install our Google Sheets integration.
Make sure to import the goals that you wish to integrate with Salesforce.
Pull Salesforce data into your Google Sheet
Open the Data Connector for Salesforce in Google's Marketplace.
Click Install.
You may be prompted to choose a Google account that you’d like to use the Salesforce connector with. Pick one.
You’ll then be asked to confirm that you’re happy to give the Salesforce Data Connector access to certain aspects of your Google account. Scroll down, and click “Allow”.
Open the Google Sheet that you wish to integrate with Perdoo and Salesforce (or create a new one).
Now we need to authorize your Salesforce account. Go to Extensions > Salesforce Connector > Open. This will open a panel on the right. Follow the steps to authorize your Salesforce account.
You can easily import data from Salesforce. Most likely, you want to use a Salesforce report to automatically update a KPI or Key Result in Perdoo. Click Reports in the Add-on's menu.
Search for the report that you wish to import and select Import to new sheet.
A new sheet will be generated in your GSheet with the data from this Salesforce report.
Set up auto-sync so that your GSheet is automatically updated from Salesforce.
Click Refresh in the Add-on's main menu.
Create an Auto Refresh.
Select all the Salesforce reports that you imported.
Choose Every 4 hours.
Click Create.
Link the Salesforce data and reports with the Goal Progress cells for the goals that you imported in the previous step.
You can use simple GSheets formulas to modify the data according to your needs.
Need help?
Contact our friendly Support team via the live chat at the bottom-right of your screen, or email support@perdoo.com.