• How to create a dataset?

  Whether you want to give everyone a simple and engaging view of their performance through a dashboard, or delight your sales people with innovative and effective challenges, you will need to import your results into the platform through a "dataset". Indeed, it is in the dataset that the results of users or teams will be collected and stored. This data will then be used to update the indicators of your challenges or dashboards. After configuring the basic parameters of the space, you can now crFew readers

• How do I update data via the Salesforce integration?

  Connecting your Incenteev platform with Salesforce allows you to automatically read the data. Prerequisite to update with Salesforce Updates using SalesForce webhooks are available only for shared datasets. Make sure you have connected SalesForce to your platform. Glossary SalesForce Objects and Fields Salesforce uses Objects and Fields to store data. Standard Objects like Task, Lead, Opportunity are built into Salesforce whereas Custom Objects are created by your company.Few readers

• What are the types of results updates via Excel file?

  With the exception of the update mode via form creation and SalesForce integration, all result imports are done via .xlsx or .csv files. You can thus update your results using the following methods Manual: This is the default update mode. You upload the file yourself on the platform by clicking on the "Manage results" button available directly in the dashboard, then on the "Upload a results file" button. FTPS: you upload the file to a secure FTP server. The platform checks every hoFew readers

• How to configure SalesForce in Incenteev?

  Connecting your Incenteev platform with Salesforce allows you to automatically read the data. To learn more about SalesForce integration with Incenteev, check out this article: How to integrate Salesforce with Incenteev ? Incenteev offers 3 kinds of integration with Salesforce: The basic data integration: Create dataset updates based on SalesForce objects using Salesforce webhooks. The advanced data integration: Create dataset updates based on SalesForce objects using reports anFew readers

• How to integrate Salesforce with Incenteev ?

  Introduction Integrating your Incenteev platform with Salesforce allows to read automaticallyFew readers

• How to update manually a dataset ?

  Whether you want to give everyone a simple and engaging view of their performance through a dashboard, or delight your salespeople with innovative and effective challenges, you will need to import your results into the platform. You choose a manual update of your challenge's data and you are not quite sure how to do it ? Here is the complete procedure !👇 To do so, go to the main page of your challenge or dashboard, click on "Manage results", as well as the data set you are interested in.Few readers