Demo

Integrating EqualTo with Salesforce

In this mini demo, Eloise showcases how EqualTo can easily integrate with Salesforce. Say goodbye to manual exports, and automate your commission tracking with EqualTo.

2m59s

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Integrating EqualTo with Salesforce
Eloise Osborne

Video transcript

0:05

Hi there, I’m Eloise, and in this mini demo I will show

0:08

you how to pull data from Salesforce into EqualTo

0:11

and filter it so it is ready to use.

0:14

Before you can build an incentive plan,

0:16

EqualTo needs to get the data used

0:18

to compute the commission.

0:20

So, if your data is in Salesforce this mini demo is for you.

0:23

Now, let’s take a look at how it works.

0:25

To pull data from Salesforce,

0:26

you first need to connect to your Salesforce deployment.

0:34

Next you need to authorize EqualTo to

0:36

access your Salesforce account.

0:38

We first need to create a connected app on Salesforce,

0:41

and provide the consumer key and secret to EqualTo.

0:44

Then we can authorize EqualTo to pull data from Salesforce.

0:57

Now, EqualTo will pull data when you

0:59

click the "Sync now" button.

1:02

But, if you want EqualTo to automatically pull data

1:04

from Salesforce, you can configure a Sync Policy.

1:14

EqualTo will now automatically pull data from

1:16

Salesforce at 2 am, Monday to Friday.

1:20

Now we need to specify exactly what data EqualTo

1:23

should pull from Salesforce.

1:25

To do this, we need to create a data table on EqualTo

1:29

that will be automatically synced with

1:30

the Salesforce Opportunities table.

1:35

You have now pulled all Opportunities from Salesforce

1:38

and stored them in the “Opportunities” data table on EqualTo.

1:42

But your work isn't quite done,

1:44

you should also specify what fields you need

1:46

for your commission calculation,

1:48

and apply whatever other filters you require for the data.

1:52

You can do this in the “Data Table” editor.

1:55

On the top-left, you can specify what “Opportunity”

1:58

fields you want to pull.

2:00

You probably want to include the name

2:02

and close date

2:06

Include the value of the opportunity

2:09

And so that we know which user to pay

2:10

commission on a opportunity,

2:12

you probably want to include the opportunity owner

2:16

Finally, you probably want to pay commission

2:18

on closed won Opportunities.

2:20

So let's include the opportunity stage.

2:22

If you only want to import the closed won Opportunities,

2:25

you can filter this.

2:32

You can build an incentive plan directly on top of this data table.

2:37

If you need to further transform or combine this data

2:40

with other sources, EqualTo supports multiple data

2:43

connections and SQL for more sophisticated data pipelines.

2:47

As you can see, EqualTo easily allows you to pull data

2:50

from Salesforce making your commission process more

2:53

sophisticated and user-friendly for your team.

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