> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.peoplelogic.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Salesforce Integration

# How to setup Salesforce integration

Peoplelogic/Impact now supports integration with Salesforce to automatically update OKRs.

This process is separated into two parts:

**A.** Add the API credentials to the Workspace Settings

**B.** Add Salesforce connections to key results

## Part A, add Salesforce credentials to Workspace settings

  1. Go to **Workspace Settings** in the dropdown menu.

  2. Select **Integrations**

  3. In the **Integrations** tab, activate the toggle inside the **Salesforce** card and click **Connect.**

  4. On the pop-up window, insert your **Salesforce** api credentials:

     1. API Key

     2. API Secret

     3. Salesforce domain

  5. Click **Test Connection,** if the result is a **Success** , click **Save**

![image.png](https://s3.eu-central-1.amazonaws.com/help.peoplelogic.ai-209922332939-eu-central-1-an/images/aHR0cHM6Ly9hc3NldHMudXNlcHlsb24uY29tLzk1OTFiNzM5LTBmMDgtNGJlYi1iOWNhLWY4NzExYjhiZDFkMiUyRjlkYTA4YmY4LWU0Y2UtNGU5Zi1hNzVl.png)
  6. Now, on the lower part of the page, select the **Salesforce** tab.

  7. Click on **Add query** button.

  8. On the pop-up window, insert a name for the query and the command.

**It is important to use the same language used on Salesforce.**

  9. After adding the name and the query, click **Test Connection** and if successful, click **Save.**

![image.png](https://s3.eu-central-1.amazonaws.com/help.peoplelogic.ai-209922332939-eu-central-1-an/images/aHR0cHM6Ly9hc3NldHMudXNlcHlsb24uY29tLzk1OTFiNzM5LTBmMDgtNGJlYi1iOWNhLWY4NzExYjhiZDFkMiUyRjNhYmVhNDA1LTRiM2UtNDliZC04N2Vm.png)

To add more queries, click on the plus button **(+)** and repeat steps **8** and**9**

## Part B, add Salesforce connection to kery results

  1. Go to the objective details

  2. In the Key result, hover the mouse over the key result and click on the plus button (+) that appears

  3. On the pop-up window, select **Salesforce** as the**MKR provider** and the query on**MKR query.**

  4. Click save

![image.png](https://s3.eu-central-1.amazonaws.com/help.peoplelogic.ai-209922332939-eu-central-1-an/images/aHR0cHM6Ly9hc3NldHMudXNlcHlsb24uY29tLzk1OTFiNzM5LTBmMDgtNGJlYi1iOWNhLWY4NzExYjhiZDFkMiUyRmUzYThkZWVjLWVjNTktNGZlOC1iZDVi.png)
  5. Now the **Salesforce** icon appears at the end of the key result row.

![image.png](https://s3.eu-central-1.amazonaws.com/help.peoplelogic.ai-209922332939-eu-central-1-an/images/aHR0cHM6Ly9hc3NldHMudXNlcHlsb24uY29tLzk1OTFiNzM5LTBmMDgtNGJlYi1iOWNhLWY4NzExYjhiZDFkMiUyRjUyZGM0YzUxLWQ4ODQtNDFkOC05MzU0.png)

Now it is **not possible** to manually edit the **Current** field from the MKR, but it **is possible** to edit the **Target** and the **Start**

### To update it manually, click the round arrow icon above the key results, this will update all key results in that objective. The system is programmed to automatically update all results on a daily basis.

![image.png](https://s3.eu-central-1.amazonaws.com/help.peoplelogic.ai-209922332939-eu-central-1-an/images/aHR0cHM6Ly9hc3NldHMudXNlcHlsb24uY29tLzk1OTFiNzM5LTBmMDgtNGJlYi1iOWNhLWY4NzExYjhiZDFkMiUyRmRmYmZlNTc4LWQzNjUtNDg0NC05NmVi.png)![image.png](https://s3.eu-central-1.amazonaws.com/help.peoplelogic.ai-209922332939-eu-central-1-an/images/aHR0cHM6Ly9hc3NldHMudXNlcHlsb24uY29tLzk1OTFiNzM5LTBmMDgtNGJlYi1iOWNhLWY4NzExYjhiZDFkMiUyRmY1OGNjOGQxLTU3ZjUtNGVmNC1iODM4.png)