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How-to · Hoopla

Create a data table from a Salesforce report

Show ranked Salesforce data, such as top deals or recent wins, on your screens by building a data table from a Summary or Tabular report.

KB-0290 Last verified

Select “Create a Data Table”

Section titled “Select “Create a Data Table””

  1. Use the dropdown to select a Summary or Tabular report from Salesforce.

  2. Optionally, change the report’s name in Hoopla.

  3. Select up to 4 columns from the report. The order in which you make your selections will determine the order on Hoopla TV, from left to right.

  4. Optionally, change each column’s label in Hoopla.

  5. Schedule how often you want Hoopla to sync with the Salesforce report and then click Next.

  6. Finally, you may select any Channels or Segments to add your new Data Table to (this is not required) and then click Create Data Table Step.

  7. You can now go to the Channel (s) to make any changes to the display settings of this Data Table.

Section titled “Related articles”
  • Connect Salesforce to Hoopla Connect your Salesforce org to Hoopla, see which permissions it requests, and fix common authorization and data sync problems.
  • What are Data Tables? Understand how data tables show list-style information that isn’t tied to users, and the four sources you can build one from.
  • Configure a data table in Hoopla Add an existing data table to a channel or segment and set its rows, background, duration and column display.

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