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 chasing down metric updates for important company metrics in Align. Instead, focus on sharing, communicating and discussing impacts with your team.

What Does This Icon Mean?

If you see this icon appear on one of your Critical Numbers connected to Salesforce, it means that the Critical Number did not update due to a change to the report in Salesforce. Below are the most common causes, and what you can do to fix it.

The Metric was removed from the Report in Salesforce

If the Metric that the Critical Number was linked to was removed from the Report, you’ll need to either:

  1. Add the Metric back to the Report in Salesforce; or
  2. Link the Critical Number to a new Metric in that Report in Align.

The Metric’s name was changed in Salesforce

If the name of a Metric was changed (because the underlying Custom Field name was changed), the integration will no longer recognize that Metric. To fix this, you’ll need to either:

  1. Change the field back to its original name in Salesforce. Refer to this Salesforce Help Page on managing Custom Fields if you need help.
  2. Link the Critical Number to a new Metric in that Report in Align.

The Report was deleted in Salesforce

If the Report is deleted in Salesforce, the integration will no longer be able to update the Critical Number. To fix this, you’ll need to either:

  1. Connect the Critical Number to a new Report and Metric in Align.
  2. Undo the deletion in Salesforce.

The Report was moved out of the “Public Reports” folder in Salesforce

The integration only connected with Reports in the “Public Reports” folder in Salesforce. If a Report is moved to a new folder, you’ll need to either:

  1. Move the Report back to “Public Reports”
  2. Clone the Report, move the clone into “Public Reports” and connect the Critical Number to the cloned Report in Align.

The User who connected the Align account to Salesforce is inactivated in Salesforce

If the original connector’s user is inactivated in Salesforce, a different user will need to reconnect using their login credentials.

  1. Click on the “trash can” icon to remove the Salesforce connection from Align. Do not worry about any connected reports listed below as the connection information will remain intact once a verified Salesforce account is reconnected.
  2. Once the connection is re-established between Align and Salesforce, return to the “My Dashboard” page and click the Salesforce “refresh” icon to update any Critical Numbers previously connected to Salesforce reports.

The original Salesforce account is disconnected from Align, and a different Salesforce account is reconnected.

If a different Salesforce account is connected to Align, the integration can no lonfer reference the Reports and Metrics from the previous account. To fix this, you’ll need to either:

  1. Disconnect and reconnect to the previous Salesforce account.
  2. Reset your Critical Number setting to reference Reports and Metrics in the new Salesforce account.