Lattice's Salesforce integration allows users to connect their Lattice goals and have them automatically update progress when Salesforce is updated.
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 visibility to employee data.
- Navigate to Admin > Settings > Integrations.
- Under Data Integrations, select Salesforce.
- Click Create connection.
- Sign in to your Salesforce account.
- Enter a connection name.
- (Optional) If you wish to limit the usage of the Salesforce connection, expand the Limit connection Access section and select the Departments or Users that should have access.
Next, connect a goal to Salesforce.