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Custom Salesforce Integration: Syncing Salesforce Data into Cascade Goals

This document outlines the primary, proven methods for integrating Salesforce data directly into Cascade. These integrations ensure your strategic metrics are automatically updated using data pulled from your Salesforce environment.

I. Core Integration Methods

We typically recommend two main approaches, depending on whether you need to sync specific data point or detailed project data.

Method 1: Salesforce Reports (Recommended for Aggregate Data Points)

This is the fastest and most stable way to update a Cascade Measure's current completion.

  • How it Works: The integration queries a specific Salesforce Report you create, extracts a single aggregate number (like a total or a count), and uses that value to update a Cascade Measure's progress.

  • Data Extraction: The integration pulls the first aggregate number displayed in the report's summary row. You can include other numbers in the report, but only this primary number will be transferred.

  • Mapping: A custom field is created within Cascade called "Salesforce Report ID". Users copy the Report ID from Salesforce and paste it into this Cascade field to create the link.

  • Synchronization: The integration runs once a day, queries the linked Report ID, and updates the corresponding Cascade Measure's percentage completion.

 

Method 2: Salesforce SOQL Query (For Detailed Data and Opportunities)

This method is used when you need to pull specific fields from individual records (like Opportunities or Custom Objects) to update Cascade items or to trigger more complex logic.

  • Data Extraction: The integration executes a specific SOQL (Salesforce Object Query Language) query. This query returns a tailored set of data fields for a specific object (e.g., all opportunities that meet a certain criteria).

  • Mapping: For complex integrations, the best practice is to mirror our project management methodology:

    • Create a custom field within Salesforce (e.g., "Cascade ID").

    • This custom field holds the ID of the corresponding Cascade Action or Measure.

    • The integration queries all records and uses this custom field to map data from the Salesforce record over to Cascade.

  • Use Cases: This method is ideal for integrations designed to update various field types within Cascade, including Percentage Completion, Dates, Owners, and Custom Fields.

 

II. Technical Requirements

To enable either integration method, you must:

  1. Create a Connected App in Salesforce: You will need to create a Connected App within your Salesforce instance. This application serves as the secure point of authentication for our API calls.

  2. Provide Credentials: You will then provide us with the necessary authentication credentials (e.g., Consumer Key and Consumer Secret) from the Connected App to authorize Cascade's access.

  3. Define Access: Ensure the user associated with the Connected App has the correct permissions to read the specific reports or execute the SOQL queries required by the integration.