Salesforce
You can connect Tability to Salesforce to automatically pull data for your check-ins without having to switch context.
Once you add Salesforce as a data source for an outcome/Key Result, Tability can:
Pull the most recent value of the metric when you open the check-in form.
Automatically sync your metric while the plan is active (Premium subscription only).
Available on Plus and Premium subscriptions
How to enable the integration
Step 1. Upgrade to the Plus or Premium subscription
You'll need to have a Plus subscription to use Salesforce as a data source and automatically pull the metric value in the UI for your check-ins.
You'll need to have a Premium subscription to enable the sync.
Step 2. Connect your Salesforce account to Tability
Go to Workspace Settings > Integrations
Click on the button Connect to Salesforce
Follow the steps to connect your Salesforce account to Tability
How to add a data source to an outcome/key result
Once Salesforce is connected, you will be able to use it as a data source for your outcomes/KRs.
Step 1. Open up your edit panel of your outcome/KR
Click on "Edit" to open up the Edit panel of any outcome/KR in your workspace.
Step 2. Select Salesforce as a data source
Go to the Data source tab and select Salesforce.
Step 3. Write your SOQL query
The Salesforce integration allows you to write SOQL queries to get data from your Salesforce account.
You can find various examples of queries in the Salesforce SOQL documentation.
Step 4. Save your connection
Click on "Save & preview" to complete the connection.
Tability will retrieve the current value for that metric and your screen should look like this 👇
You can now toggle the option to Enable auto-sync of your metric if you're on a Premium subscription.
Tability will retrieve the value of your metric from Salesforce every other day, and will create a check-in on behalf of the owner of the outcome/KR.
The first data sync should happen within 1h of enabling this option.
How to use the data source in your check-ins
It's all automatic! Once an outcome/KR is connected to a data source, Tability will automatically pull the current value whenever you open up the check-in modal.
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