How-to · Hoopla
Add teams with Salesforce report
Add teams to Hoopla from a Salesforce report so your team structure stays in sync with Salesforce.
When to use this
Section titled “When to use this”Use this method to add teams to Hoopla when you have connected Salesforce to your Hoopla instance. This approach keeps your team structure in sync with Salesforce and is the recommended way to manage teams when using the Salesforce integration.
- Create or identify a Salesforce report that defines your team membership.
- Configure Hoopla to import teams from that Salesforce report.
Verify
Section titled “Verify”Your teams appear in Hoopla with membership matching the Salesforce report.
If it doesn’t work
Section titled “If it doesn’t work”- Confirm the Salesforce integration is active and connected
- Verify the Salesforce report is shared with the integration user
- Check that the report format matches Hoopla’s expected schema
Related articles
Section titled “Related articles”- Sync teams from Salesforce reports Keep Hoopla team membership up to date automatically by mapping a tabular Salesforce User report to each team.
- Connect Salesforce to Hoopla Connect your Salesforce org to Hoopla, see which permissions it requests, and fix common authorization and data sync problems.
- Setup guide - Hoopla with the Salesforce integration Connect Hoopla to Salesforce, then build reports, metrics, teams, leaderboards, and channels from your Salesforce data.
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