Salesforce and Align integrations

The Align-Salesforce integration allows you to automate updates of your Critical Numbers via Salesforce Reports. Any report metric in Salesforce can be linked to a Critical Number. Updates to the report value in Salesforce trigger updates to the Critical Number in Align. It’s that easy. Save time by not having to chase down metric updates for important company metrics in Align such as your:

  • Sales Pipeline
  • Active Lead Count
  • 3-month Trailing Win Rate

Instead, focus on sharing, communicating and discussing impacts with your team.

Connect Your Align Account to Salesforce

To activate the integration, provide your Salesforce login credentials in Align.

Get Your Salesforce Reports Ready

Move your Salesforce Reports to the Public Reports folder, and they’re ready to sync.

Connect Your Critical Numbers

Once your account is connected and your Reports are ready in Salesforce, linking to your Critical Numbers in Align is easy.