Salesforce Integration with EvaluationsHub: How It Works

🔹 Salesforce Pro Version Required

To use the Salesforce integration, you must have the Salesforce Professional edition or higher.

📌 Why?

• EvaluationsHub creates custom objects in Salesforce to store and manage evaluation-related data.
• Basic Salesforce plans do not support custom objects, meaning the integration will not work if you are using the Essentials or lower-tier versionsSource: https://www.salesforce.com/content/dam/web/en_us/www/documents/starter/starter-prosuite-feature-comparison.pdf

💡 If you attempt to use the integration with a non-supported Salesforce version, you may see an error, and the integration setup will not complete.

🔹 What You Can Do with the Salesforce Integration

Once the integration is enabled, you can:

✔ Import Accounts (Customers, Suppliers, and Other External Organizations) – Sync your Salesforce accounts directly into EvaluationsHub.
✔ Sync Account Managers & Relationship Managers – Ensures the right people are assigned to the right evaluations.
✔ View & Manage Salesforce-Imported Accounts – Imported accounts will be available in the Account Management section.
✔ Initiate the Integration via the EvaluationsHub Interface – Start the process with just a few clicks.

• Syncing Customer Feedback – Customer responses from evaluations will later be pushed back to Salesforce for better insights.
• Adding Evaluative Meeting Data – Key updates from meetings (e.g., QBRs) will be synced into Salesforce.
• Sales Meeting Notes Will Not Be Imported – EvaluationsHub will not pull detailed meeting notes from Salesforce into our system.

🔹 How to Set Up the Salesforce Integration

Option 1: Add Accounts via the Account Management Page

1️⃣ Navigate to "Accounts" in EvaluationsHub.
2️⃣ Click "Add Accounts" and select "Sync from Salesforce".
3️⃣ Log in with your Salesforce Pro or Enterprise account when prompted.
4️⃣ Confirm the sync—your accounts and their account/relationship managers will now appear in EvaluationsHub. 

The syncing can take up to a few minutes. It is normal that you don't see the imported accounts immediately.

We will show a notification once the synchronisation with Salesforce is completed.

Option 2: Use the Integrations Page

1️⃣ Open the dropdown menu in EvaluationsHub.
2️⃣ Click "Sync with Salesforce".
3️⃣ You will be redirected to Salesforce to authorize the connection.
4️⃣ Once approved, EvaluationsHub will begin importing your accounts.

💡 All imported accounts and assigned account managers will now be available in EvaluationsHub.

The syncing can take up to a few minutes. It is normal that you don't see the imported accounts immediately.

We will show a notification once the synchronisation with Salesforce is completed.

🔹 Managing Imported Accounts in EvaluationsHub

Once accounts are imported from Salesforce, you can:

✔ Assign them to evaluation segments (e.g., Key Suppliers, Strategic Accounts, New Customers).
✔ Link accounts to the correct evaluation workflows.
✔ Track their evaluation process directly within EvaluationsHub.

📌

Feedback from evaluations will be pushed to Salesforce to improve customer insights, but Salesforce meeting notes will not be pulled into EvaluationsHub.

🔹 Troubleshooting & Common Issues

🔸 Salesforce Integration Not Working?

• Ensure your Salesforce plan is Professional or higher—The starter suite of Salesforce does not support custom objects, which is essential for this integration.
• Confirm you have admin access to approve third-party integrations in Salesforce.

🔸 Accounts Not Syncing?

• Double-check that the correct Salesforce workspace
  is connected.
• It takes up to a few minutes to complete the synchronisation. You will see a notification on your screen once this step is complete.
  
• Refresh your screen.
• Some accounts may require manual selection during the import process.

🔸 Missing Account Managers or Relationship Managers?

• Ensure the roles are assigned properly
  in Salesforce before syncing.

Make sure to have added enough business units (or accounts) to your subscription. If you do not have enough, you can click on 'login to central domain' via the dropdown in the top right, or here: https://evaluationshub.co/#/plans

Check with your system admin to add more business units to your subscription if needed. Otherwise the business units will show as 'inactive'

🔹 Final Thoughts

The Salesforce integration in EvaluationsHub enhances the way you manage evaluations by syncing key accounts and account managers. This ensures a seamless connection
between your CRM data and your evaluation processes.