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How To Integrate Spinify with Salesforce Reports

After creating your Spinify Account you will need to link your Salesforce account with Spinify. This is so that updates to any sheets you choose to run a competition can be synced to your team's devices.

To understand if Salesforce Reports is the right Salesforce integration for your needs, see: Salesforce Report Integration 

1. Go to the integrations page

  • Log into your MySpinify account
  • From the top-right menu click "Settings"
  • You should automatically land on the Integrations section, but double-check by ensuring the "Integrations" tab is highlighted in orange

 2. Connect Salesforce Reports

  • Choose "Connect" on the Agentbox Integration
  • Click the "Activate" button
  • Name your Connection
  • Follow any SSO prompts

3. Integration Completed

🎓Want to learn more about optimizing your Salesforce Reports Integration? Register here to access Spinify Academy!🎓