Note: The following article shows the NextGen user interface. If the steps and/or screenshots do not match what you see in your organization's Betterworks instance, try this article that shows the same feature in the Classic user interface.
Contents
Overview
As a BetterWorks administrator, you enable and manage the Salesforce integration for your organization. Once configured, users can connect Salesforce Reports to their Goals and Milestones to automatically sync progress data from Salesforce into BetterWorks.
Prerequisites
- You must be a Super Admin in Betterworks
- You must be an administrator in your organization's Salesforce instance
- Permission to authorize OAuth-connected apps in Salesforce
Betterworks
Enable the Integration
- Log in to Betterworks as a Super Admin.
- Go to Admin → Platform Configuration → Integrations.
- Locate Salesforce in the list of available integrations.
- Toggle on the Salesforce integration.
- (Optional) Create a test goal and connect a Salesforce report to verify that the sync functions correctly.
Disable the Integration
- Go to Admin → Platform Configuration → Integrations.
- Toggle off the Salesforce integration.
Note: Disabling the integration will break all existing Salesforce connections on goals and milestones across your organization. Communicate with users before disabling.
Salesforce
Reports & Connection
Requirement |
Details |
| Report Type | Salesforce Reports must be tabular, summary, or matrix reports with numeric result fields. |
| Report Visibility | Reports must be in shared folders accessible to users. |
| Connected App Permissions | Betterworks requires "api," "refresh_token," and "offline_access" OAuth scopes. |
| IP Restrictions | If Salesforce has IP restrictions enabled, ensure Betterworks IP ranges are safelisted (198.2.179.116 and 149.72.208.134). |
User Permissions
User Role |
Capability |
| Administrator | Enable, configure, reconnect, and disconnect the Salesforce integration. |
| Standard User | Connect Salesforce Reports to their own goals and milestones. |
| Read-Only User | Can view connected report details, but cannot modify connections. |
Troubleshooting
Issue |
Resolution |
| Authentication fails during setup | Confirm you have Salesforce administrator rights and that connected apps are permitted in your organization's Salesforce instance. |
| "Connection is broken" error for users | Toggle the integration off and back on in the Admin module. |
| Users cannot see Salesforce in the integration list | Ensure the integration toggled on in the Admin module. |
| Reports not visible to users | Verify the Salesforce reports are in shared folders and that users have view access in Salesforce. |
| Data not syncing | Check that the report returns numeric data. Confirm the OAuth token is valid and has not been revoked in Salesforce. |