Salesforce

22 articles in this topic.

• Add teams with Salesforce report Add teams to Hoopla from a Salesforce report so your team structure stays in sync with Salesforce.
• Assign Salesforce report totals to teams in Hoopla Assign a team metric value directly from a Salesforce report’s Grand Totals row instead of summing individual user values.
• Configure Salesforce IP allowlist for Hoopla Fix the Salesforce IP restrictions error by adding Hoopla’s IP addresses to your Salesforce trusted IP ranges.
• Connect Hoopla to a Salesforce sandbox Connect Hoopla to a Salesforce sandbox for testing, and know its limits, such as no streaming newsflashes and no automatic move of your setup to production.
• Connect Salesforce to Hoopla Connect your Salesforce org to Hoopla, see which permissions it requests, and fix common authorization and data sync problems.
• Create a custom Hoopla tab in Salesforce Add a Hoopla web tab in Salesforce so your users can watch channels, view the activity feed and join face-offs without leaving Salesforce.
• 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.
• Create a leaderboard from a Salesforce report in Hoopla Build a leaderboard from a Salesforce Summary report, map up to four report columns to metrics and choose the players or teams to rank.
• Create a metrics step, gauge, or progress bar from a Salesforce report Show a single total from a Salesforce report on your channels as a number, gauge or progress bar using the Report Wizard.
• Create a Salesforce user provisioning report for Hoopla Build a Tabular Salesforce user report and connect it to Hoopla so your Salesforce users are provisioned and kept in sync automatically.
• Create Salesforce metric reports for Hoopla Build Summary reports in Salesforce, grouped by a user lookup field, that feed live metrics into Hoopla.
• Install the Salesforce widget Install the Hoopla Salesforce widget and make it available to your users.
• Migrate Salesforce org in Hoopla Switch the Salesforce org behind your Hoopla metrics, teams, and newsflashes, including what to document first and what to rebuild.
• Resolve the Salesforce OAuth error Review Salesforce connected-app restrictions and work with your administrator to authorize Hoopla.
• Salesforce API credit usage in Hoopla Understand how Hoopla report syncs use Salesforce API credits, how streaming newsflashes count toward PushTopic limits, and how to reduce credit usage.
• Salesforce profile security settings Check the Salesforce profile and object permissions required to connect Hoopla.
• Salesforce report not visible in Hoopla menu Fix a Salesforce report that doesn’t appear in the Hoopla menu by checking its format, folder, user grouping, access, and load time.
• Salesforce users unable to login to Hoopla Fix the account-not-connected error on Login with Salesforce by making sure the user meets your Salesforce user report criteria.
• Setup guide - Hoopla with the Salesforce integration Connect Hoopla to Salesforce, then build reports, metrics, teams, leaderboards, and channels from your Salesforce data.
• Supported Salesforce editions for Hoopla integration Check which Salesforce editions and user license types the Hoopla Salesforce connector supports before you connect.
• Sync teams from Salesforce reports Keep Hoopla team membership up to date automatically by mapping a tabular Salesforce User report to each team.
• Verify a Hoopla player’s Salesforce login Verify a player’s Salesforce user account so they can sign in to Hoopla with the Login with Salesforce option.