Objectives

Once Salesforce is connected to your Hirebook account, you will be able to use the integration to track deals and tasks in Salesforce as Hirebook Key results. This way the progress of the key result will get automatically updated when you update information in Salesforce.

To automatically track data in a Hirebook objective, add a new key result and change the data source to Salesforce on the drop-down list.

You will then be prompted through a number of choices including template, created date (what timespan you would like the KR to cover), calculation type, deal status, and Filters. Once you've made all of your selections, you can input the target you are trying to achieve, then click the blue checkbox in the bottom right corner.

Once you're done, save your objective, and your Key Result will now be automatically updated based on Salesforce data.

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