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Visualize and gamify your Salesforce data with Plecto
Salesforce user? Connect your CRM to Plecto for real-time sales insights and increased team motivation.
Why Salesforce users choose Plecto
Visualize all your sales performance in one place
Use Plecto’s Salesforce integration with custom objects to power unlimited real-time dashboards for KPIs and pipeline.
Your Salesforce KPIs + Plecto's gamification = a motivated team!
Gamify Salesforce to energize reps. Run contests and trigger real-time alerts for goals, milestones, and new deals.
State-of-the-art streaming for Salesforce Chat
Track Salesforce Chat SLAs in real time. Queues and longest wait are visible on live dashboards.
Ready-made dashboards, KPIs and widgets
Launch Salesforce dashboards fast with plug-and-play KPIs and a ready-made Plecto Store template.
Combine with your other systems
Go beyond Salesforce: connect 150+ integrations – telephony, finance, projects – into one Plecto dashboard.
Invest in your employees' development
Use Plecto to streamline professional development — coaching, training, and feedback all in one place.
Salesforce sales leaderboard
How to build a live Salesforce sales leaderboard
You can build a live Salesforce sales leaderboard in Plecto by connecting Salesforce as a data source, importing opportunities, tasks or any other object, and ranking your reps on a leaderboard or contest. Salesforce data updates every 2 minutes, so the leaderboard on your dashboards and office TVs stays current through the day.
- Connect Salesforce. In Plecto, go to Data sources > New data source > Salesforce, sign in and click Allow. Sandbox accounts are supported too.
- Import the objects your team is measured on. Opportunities, tasks, events, leads or any custom object, including objects from apps you installed from AppExchange.
- Create the KPI. Write a formula such as Closed won amount this month or Calls logged today, or start from the ready-made Salesforce dashboard template in the Plecto Store.
- Rank the team. Add a leaderboard widget to a sales dashboard, or start a sales contest with the Leaderboard or Podium theme (contests are on the Large and Enterprise plans).
- Show it on a TV. Add the dashboard or contest to a slideshow, then open tv.plecto.com on the TV to get a four-digit code. Enter the code in Plecto under Slideshows > Actions > Activate.
More for Salesforce sales teams
Sales leaderboards
Rank reps on any Salesforce KPI and celebrate the top of the board in real time.
Salesforce TV dashboards
Step-by-step: turn Salesforce records into a TV dashboard the whole sales floor can see.
Gamify Salesforce
How contests and real-time notifications on Salesforce data keep sales reps motivated.
Salesforce + Plecto
Salesforce leaderboards and dashboards FAQ
Yes. Rank reps on closed-won opportunities, logged calls or any other Salesforce KPI, add the leaderboard or contest to a Plecto slideshow, and play it on office TVs through the Plecto TV app or the TV's browser. The Salesforce TV dashboard tutorial shows the full setup.
Almost anything: any Salesforce object with a created or modified date field, including opportunities, tasks, events, leads, your own custom objects and objects from AppExchange apps. You can also connect a Salesforce Sandbox. Salesforce data sources update every 2 minutes and support automatic deletion of removed records.
Yes. Instant notifications and achievement badges for goals, milestones and new deals are on every plan; contests and the Reward Store need the Large or Enterprise plan. Read why Plecto is a game-changer for gamification in Salesforce.
Yes. Plecto streams Salesforce Chat data, so queues, longest wait and SLAs are visible on live dashboards. Combine it with your phone system on one call center dashboard or wallboard.
Yes, if you want more than a leaderboard. Spinify and SalesScreen focus on sales gamification; Plecto combines leaderboards and contests on Salesforce data with KPI dashboards, reports and coaching, and can add data from systems outside Salesforce. Compare Plecto vs Spinify, Plecto vs SalesScreen or the wider Spinify alternatives roundup.
KPIs to track
Related integrations
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