You can now connect your Salesforce account to Cascade! This new integration allows you to automate progress updates on your Goals using Summary Fields from any of your Salesforce Reports. Check out our knowledge base article for more details!
All you have to do is:
1. Go to a goal you want to update automatically via Salesforce
2. Edit the Tracking Type and select Salesforce
3. Use an existing connection or add a new connection (following the prompts)
4. Choose your Report, then the Summary Field that will update your progress
And Voilà! Your goal progress will be updated every hour with the latest changes happening in Salesforce ☁️
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