With Salesforce Integration, employees can connect their Lattice goals to Salesforce reports and have them automatically update progress when the report is updated.
Before you start
- To connect with Salesforce, you must be an admin in Lattice and Salesforce. Giving a Salesforce admin IT permissions in Lattice will allow them to connect the Salesforce integration without giving them complete admin visibility.
- Lattice's integration does not touch data inputs; it is a read-only API connection. The API connection will only pull in report outputs that it has been pointed towards. Additionally, a Lattice user can only access reports that they have permission to view in Salesforce.