Salesforce
Zapier is a powerful integration platform that seamlessly connects thousands of tools with each other, including Cascade!
All you need to get started is a Cascade Premium or Enterprise subscription and a Zapier account.
Salesforce
Trigger
Cascade Action
Salesforce
Action
How does the integration work?
Using Zapier, Cascade allows you to update several important pieces of information from any app avalible on Zapier, such as:
- Update Action Current Progress
- Update Measure Current Value
- Update Measure Historical Value
Note: Cascade’s Zapier integration is currently in Beta. We are actively working on adding new Capabilities, Triggers and Actions. Stay tuned for more soon!
What is
Salesforce
?
Tracking lead response time? How about sales activity? Average contract value? Salesforce is an incredibly powerful CRM, with applications in marketing, sales, commerce, service, and IT. Use our Salesforce integration to gain real-time visibility on how your team’s Salesforce data fits into your strategic plan. With our integration, you won’t have to worry about data entry errors or setting silly reminders to update your data; your sales data will automatically update your Cascade Goals. Reduce or even eliminate the time you spend on repetitive data entry and focus on what you do best!
Ready to get started with Zapier?
If you already have a Cascade Premium or Enterprise subscription and you’re ready to get creative, you get started now with Zapier!
How to setup Salesforce in Cascade
Use our Salesforce integration to gain real-time visibility on how your team’s Salesforce data fits into your strategic plan. With our integration, you won’t have to worry about data entry errors or setting silly reminders to update your data; your sales data will automatically update your Cascade Goals. Reduce or even eliminate the time you spend on repetitive data entry and focus on what you do best!
- In Salesforce go to Reports and select the Report with the data you want to send to Cascade
- To add summarized fields to your report, simply edit your report.
- When editing you will see a list of the columns in your report in the left side panel. The fields that are highlighted in blue are the number fields that you can add as summary fields to your report.
- Click on a number field that you would like to include as the progress update that you send to Cascade, this will open a pop-up to select a summary field option. Choose how you want that summary to be calculated (sum, average, max or min).
- Click Apply then Save & Run your report.
- When finished you will see the field on your report and will then be able to go to Cascade and select that field while setting up Salesforce as your tracking type for your goal.
You have successfully integrated Cascade with Salesforce!
How to get the most out of this integration
Automatically update your Cascade goals with Salesforce data
Check out additional help documentation here: Salesforce Integration for Cascade
