Lattice's Salesforce integration allows users to connect their Lattice goals and have them automatically update progress when Salesforce is updated.
Connect Salesforce to a Goal
Step 1: From your Home page, select Create goal.
Step 2: Under How will you measure progress?, select Salesforce Integration and Connect.
Step 3: Confirm the correct connection, and search for a report you would like to connect to.
Learn more in Introduction to Reports and Dashboards.
Step 4: A preview will appear––Select the correct report and click Next.
Step 5: Select a value. The values that appear will depend on the values defined within the Salesforce report.
Step 6: Select the measurement you will use to track progress ($,#,%) and set a Start and Target amount.
Step 7: Connect and continue to create your goal.