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The Align-Salesforce integration allows you to automate updates of your Metrics that drive Critical Numbers, Quarterly Targets, Priorities, and KPI Cards via Salesforce Reports. Updates to the report value in Salesforce trigger updates to your KPIs in Align.
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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.
If the Metric that the Critical Number was linked to was removed from the Report, you’ll need to either:
Add the Metric back to the Report in Salesforce; or
Link the Critical Number to a new Metric in that Report in Align.
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:
Change the field back to its original name in Salesforce. Refer to this Salesforce Help Page on managing Custom Fields if you need help.
Link the Critical Number to a new Metric in that Report in Align.
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:
Connect the Critical Number to a new Report and Metric in Align.
Undo the deletion 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:
Move the Report back to “Public Reports”
Clone the Report, move the clone into “Public Reports” and connect the Critical Number to the cloned Report in Align.
If the original connector’s user is inactivated in Salesforce, a different user will need to reconnect using their login credentials.
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.
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.
If a different Salesforce account is connected to Align, the integration can no longer reference the Reports and Metrics from the previous account. To fix this, you’ll need to either:
Disconnect and reconnect to the previous Salesforce account.
Reset your Critical Number setting to reference Reports and Metrics in the new Salesforce account.
If your company uses multiple currencies, they may denote that with 3 letters - USD, AUS, EUR etc. - before the currency number.
In order to use the Align integration with this metric, you must translate the metric into a basic number. One way to do this is to use a Row Level Formula.
Open your report in Salesforce and press "Edit"
In the Columns section, click the drop down and select "Add Row-Level Formula".
3. In the formula builder,
(1) name the column title
(2) find the correct field in the left hand search - this is the ORIGINAL field that includes the currency denotation
(3) Select the field
(4) press insert
4. Save the Report
Your new column name and value will show up in Align after you refresh the page.