Salesforce Integration for Users (NextGen)

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
• Prerequisites
• Connect a Salesforce Report to a Goal or Milestone
• Edit or Remove the Connection
  • Edit 
  • Remove
• Add Summary Fields As a Metric
• Troubleshooting

Overview

The Salesforce integration in BetterWorks allows you to connect a Salesforce Report to a Goal or Milestone. BetterWorks automatically syncs data from your Salesforce report to update progress — eliminating manual tracking.

Prerequisites

• A Betterworks account with at least one active goal or milestone
• Access to your organization's Salesforce instance that your administrator has connected to Betterworks
• A Salesforce report that you have permission to view

Connect a Salesforce Report to a Goal or Milestone

1. Go to the Goals module. 
2. Click on "Create Goals" or open an existing goal. 
3. In the goal Details panel on the right, locate the "Salesforce" integration card.
4. If prompted, log in to your Salesforce account in the authorization window.
5. Click Connect to Salesforce. 
6. In the “Selected report” field, your Salesforce report will appear (e.g., "BW Sales KPIs - Last 90 Days"). 
   • If you need to change the report, use the trash icon to remove it and select a different one.
7. Wait for the modal to load available fields from your Salesforce report. 
8. Click on the "Select Field" dropdown menu.
9. Select which metric you want to track from the available options: 
   • Sum of Amount
   • Average Term Length (Months)
   • Record Count
   • Sum of Services Dollars
   • Sum of Probability (%)
10. Click Update.

Note: To continue syncing data from Salesforce after the Goal's due date, check Continue syncing the progress after the due date in Progress Settings.

Edit or Remove the Connection

Edit

1. Click the edit link next to the connected Salesforce integration.
2. Select a different report or reconfigure the measurement settings.
3. Click Update to save.

Remove

1. Click Remove next to the connected integration.
2. Confirm the removal. The Goal will stop receiving automatic progress updates from Salesforce.

Add Summary Fields As a Metric

1. Access Report Builder.

• Navigate to the Reports tab in Salesforce
• Either click "New Report" to create a new report, or
• Open an existing report and click the Edit button to enter Report Builder

2. Set the Report Type.

• Select "Opportunities" as your report type
• This ensures you have access to probability and sales-related fields

3. Add the Probability Column.

• In the left sidebar, locate the Columns section
• Click "Add column..." or find the search field
• Search for and add "# Probability (%)" to your report
• The field will appear in your Columns list

4. Configure Probability Summarization.

• In the Columns list, locate "# Probability (%)"
• Click on the field name to open the "Edit Column" dialog
• Under Summarize, you'll see options:
  • ☑ Sum - Total probability across all opportunities
  • ☑ Average - Average probability percentage
  • ☐ Max - Highest probability value
  • ☐ Min - Lowest probability value
  • ☐ Median - Median probability value

5. Select Your Summarization Method.

• Check the boxes for the aggregation types you want to track
• For Betterworks integration, commonly used options are:
  • Sum of Probability (%) - Total weighted pipeline
  • Average Probability (%) - Average deal confidence
• Click Apply to save your selection

6. Add Other Required Columns (Optional)

• Opportunity Owner
• Opportunity Name
• Stage
• Amount
• Close Date
• ARR (Annual Recurring Revenue)
• Lead Source
• Services Dollars
• Term Length (Months)

7. Configure Grouping (if applicable).

• In the Groups section, you can group by Type or other fields
• This helps organize your data for better tracking

8. Set Up Filters.

• Click on Filters in the left sidebar (you'll see a number indicating active filters)
• Configure important filters:
  • Close Date - Set to "All Time" or your desired time range
  • Opportunity Stage - Select relevant stages
  • Other filters as needed for your tracking

9. Save the Report.

• Click Save & Run to test the report
• Give your report a descriptive name (e.g., "BW Sales KPIs - Last 90 Days")
• Select a folder location
• Click Save

10. Connect to Betterworks.

• See the earlier section.
• When you reach the "Select Field" dropdown menu in Betterworks, you should now see your configured probability fields:
  • Sum of Probability (%)
  • Average Probability (%)
  • Any other summarization options you enabled

11. Select the Probability Metric.

• Select the probability metric that best fits your goal tracking needs
• Click Update to complete the integration

Troubleshooting