What is it?

The Salesforce Leaderboard Integrations widget provides a portal into your Salesforce environment, allowing you to view and add to your top sales earners, recent trends in their activity and both total and average Closed Won sales. It can also display the top three accounts for each user.

Features and functionality

The Salesforce integration widgets provide many of the features available in the Salesforce web interface:

View top sellers

The widget displays the top sellers in your Salesforce instance. It displays their profile photo, any change they have had in position on the leaderboard in the past 30 days, their name and email, their total sales, and their monthly average. People are ordered by their total sales and you can adjust how many are displayed when configuring the widget.

View top accounts

Hovering over a profile displays the option to show details on each member’s top three accounts. It also provides a link to see the accounts directly in Salesforce.

Salesforce setup fields

• Salesforce Instance URL - Set the URL of your Salesforce instance.
• Salesforce Instance Type - Select the Salesforce instance type.

Advanced options

• Number to Show - Set how many sales persons are displayed.
• Show Earnings - Toggle whether total and average earnings are displayed.
• Show Avatars - Toggle whether sales persons Salesforce avatars are displayed.
• Maximum Widget Height - Set the height of this widget in pixels.
• Opportunity Type Filter - Set what opportunity type to display.
• Opportunity Type Field Name - Salesforce API name of specific opportunity type.
• Opportunity Types To Include - Comma-separated list of opportunity types to include.

Limitations

• Only English language use is supported in the Salesforce Leaderboard integration.
• Salesforce imposes API limits “per user per hour” which may result in some users unable to access this widget at certain times.

How to add a Salesforce Leaderboard widget

Step 0: Enable CORS

Salesforce integration widgets require CORS to be enabled in your Salesforce instance. To enable CORS, see Salesforce - Enabling CORS.  

Step 1: Add a widget

Add an Integrations widget to your page.

Step 2: Select Salesforce Leaderboard

Edit the widget and select the Salesforce Leaderboard option from the list.

Step 3: Enter your Salesforce instance URL

Enter the full URL for your Salesforce instance. Ex. https://na34.salesforce.com

Step 4: Select your instance type

Use the dropdown to select whether you are connecting to a production or sandbox instance of Salesforce.

Step 5: Configure advanced options (optional)

Selecting Advanced Options will expand a list of additional features. You can enable or disable them as appropriate.