Edit or unlink a Salesforce-linked key result

Once a key result is linked to a Salesforce report, you can change its metric settings or remove the Salesforce connection at any time from the objective editor.

Before You Begin

• The key result must already be linked to a Salesforce report.
• You must have access to create or edit objectives in 15Five.

Steps

Edit metric settings on a linked key result

1. Click Objectives in the left-hand navigation.
2. Find the objective containing the linked key result and open it for editing.
3. Locate the linked key result. Click Edit to the right of the key result field.
4. Review the alert: "Any changes made may affect current key result values." Confirm you want to proceed.
5. Update the metric type: Percentage (%), Dollar Amount ($), or Numerical Value (#).
6. Save your changes to the objective.

Unlink a Salesforce report from a key result

1. Click Objectives in the left-hand navigation.
2. Find the objective containing the linked key result and open it for editing.
3. Locate the linked key result. Click Unlink report to the right of the key result field.
4. Confirm the action when prompted.
5. Save your changes to the objective.

Convert a linked key result to a child objective

1. Open the objective containing the linked key result for editing.
2. Select the option to convert the key result to a child objective.
3. Review the alert: converting the key result to a child objective will remove the linked Salesforce report.
4. Click Yes, convert key result to confirm. The Salesforce link is removed permanently.

If Something Goes Wrong

Not Covered Here

This article does not cover the initial setup of the Salesforce integration or how to link a new key result to a Salesforce report.

Related Articles

• Link a key result to a Salesforce report
• Set up the 15Five + Salesforce integration

-