Connect delivery metrics from Salesforce to strategy in Cascade

Be a leader who is responsible for monitoring the performance of delivery as a whole, or a regional head or executive handling delivery, volume or size of transactions, bringing your supply chain delivery metrics closer to your strategy will help you drive faster results and improve operational efficiency.

Integrate Salesforce with Cascade to bring visibility on your key metrics like number of orders, delivery time, number of returns, total order value, and so on. With this integration, you can automatically update your measures in Cascade, and report accurate progress on your strategic objectives.

This connection is enabled through Zapier. Eliminate the need to go back and forth between Cascade and Salesforce accounts. Keep your data up-to-date, accurate, and right where you need it. Save time spent on reporting and monitoring your strategy.

Being that one source of truth with centralized access to all company data, Cascade provides the ability to transform statistical information into actionable insights and a compelling narrative with effective data storytelling.

Prerequisites

Before you establish the connection, it is important that these prerequisites are met:

Cascade:

• A ‘Paid' tier account in Cascade to access Zapier connections.

• A 'Measure' that is associated with your 'Objective' in the plan that you created in Cascade, and want to link to your Salesforce.

• The tracking type of the measure is set as Zapier, with the initial and target values defined.

Zapier:

• A valid Zapier account.

Salesforce:

• An Enterprise or unlimited tier Salesforce account.

• Lightning version of Salesforce account.

Integrate Salesforce with Cascade:

Step 1: Connect Zapier with Cascade

It is important to establish a connection between Zapier and Cascade to start integrating the measures. You can then use the same connection to integrate other apps to Cascade via Zapier.

1. From the measure’s sidebar, under the Tracking section, select Zapier.

2. Enter the initial and target values for the measure to track progress. If you wish to customize the tracking option, toggle the Maintain button to define target and critical limits.

3. Click Save.

When you select Zapier from the measure's tracking section, a modal pop-up redirects you to Zapier. You'll now see the zap’s interface.

Alternatively, you can also establish a connection from Zapier.

1. Log in to your Zapier account.

2. Click My Apps > + Add connection, and search for Cascade Strategy.

3. Enter your Cascade credentials to establish the connection.

See How to Use Zapier with Cascade for more information.

Step 2: Sync the progress of measures in Salesforce records to the relevant measures in Cascade

Now, to sync the progress made in a Salesforce records to a measure in Cascade, you’ll need to get those details in the zap’s interface.

1. Set up the trigger:

1. Click + Create Zap or My Zaps from the left navigation pane to either create a new zap from scratch or to use a pre-made zap.

2. Search for Salesforce, and choose a relevant trigger. The value obtained from this trigger must be mapped to the measure value in Cascade later.

3. Choose the record that contains the data or measure values.

2. Update measure in Cascade:

1. Now, select Cascade Strategy to update progress of the measure in Cascade.

2. Select the Cascade workspace, plan, and measure. 

3. Choose the Measure value from the triggered values obtained from the Salesforce event.

4. Click Save.

You've now successfully established the trigger and action. Now, with ease and no efforts from you, your values will get updated automatically in Cascade, every time the relevant event is triggered in Salesforce.

For more help with the Salesforce-Zapier workflows, please search for "Salesforce" in Zapier Help Center.

Some tips:

• You can add a step for Scheduler and then run a query to fetch a dataset from Salesforce to decide on what values you need to bring into Cascade.

• You can add your own custom unit if you do not find the unit of your choice. Just enter the text or symbol, and it’ll prompt you to add it to the list.

• Choose the relevant "maintain" options under the Target type dropdown when you need to customize the health of your measure.

Benefits

This integration provides you with all the elements for an effective “data storytelling”.

• Bring precise and up-to-date “data”: Track the progress precisely and on time with automatic sync between the Salesforce records and the measures in Cascade.

• Build engaging “visuals”: Visualize the progress with the various measure widgets and custom charts in the dashboards.

• Create compelling “narratives”: Build reports to make guided decisions based on the progress made in these measures and thereby the objectives in the plans.

FAQs

What Salesforce subscription do I need?

You need to have an enterprise or unlimited tier subscription since Salesforce restricts access to its API for certain subscriptions. This means that you'll only be able to use our Salesforce integration if it's included in your subscription. Ask your Salesforce admin or support representative to check if you have access.

Can I connect my login multiple times?

No, connections are based on logging in to a Salesforce account. You can create only one connection per Salesforce login in Cascade. This means that you can authenticate your username in Salesforce only once for your whole Cascade instance. If you want to share your connection with other members in Cascade, make sure your connection is set to Shared.

I'm getting a "Connection does not work" error message.

Check if the connection is a private or shared connection. If a connection is private, then you might see this error. If it's a shared connection, and you still see this error, then the best option is to delete the connection and reconnect. Go to Integrations and use the trash icon to delete the connection. Follow the preceding instructions to set up a new connection.

My Updated Field on Record trigger returns a sample that doesn't match the settings I selected

When looking for a sample, the Updated Field on Record trigger will bring the most recently updated record, even if it doesn't match the value selected in the Field Updated To field. This is expected behavior, but it doesn't affect the Zap when it runs. It will only trigger for the specific value selected for that field.