Step by step guide to integrating Salesforce with Atriumhq for real time analytics

If you want real-time analytics from Salesforce, you’ve probably noticed the native reporting isn’t exactly a dream. That’s where Atriumhq comes in. This guide is for admins, ops folks, or anyone trying to get real data flowing between Salesforce and Atriumhq—without endless headaches.

Whether you’re comfortable with APIs or just clicking around, I’ll show you what works, what to watch out for, and how to get the two systems talking. No fluff, no “transformational journeys”—just the steps that matter.

What You’ll Need Before You Start

Let’s keep it real: integrations get messy when you skip prep work. Here’s what to have ready:

  • Salesforce admin access: You’ll need rights to create connected apps and manage API permissions.
  • Atriumhq account: With admin rights (not just basic user access).
  • A clear goal: Know what Salesforce data you want in Atriumhq—leads, opportunities, custom objects, whatever.
  • Patience: The OAuth dance and field mapping can be clunky.

Pro tip: Document your field names and object structure in Salesforce before you start. You’ll reference them a lot.

Step 1: Plan Your Data Flow

Don’t just connect everything and hope for the best. Figure out:

  • Which objects/fields do you actually need? Pulling every field slows things down and makes troubleshooting a pain.
  • How often does the data need to update? Real-time is great, but do you really need it? Sometimes “close to real-time” (every few minutes) is good enough.
  • Who needs access to the analytics? Set roles now. Retroactive security is a mess.

What to skip: Don’t bother syncing fields you don’t report on. More data = more problems.

Step 2: Set Up an API User in Salesforce

You don’t want integrations running off someone’s personal login. Make a dedicated API user:

  1. Create a new user (type: Integration User) in Salesforce.
  2. Assign only the permissions that user needs—usually “Read” on the objects you’re syncing. If you over-provision, you’re asking for trouble later.
  3. Set a strong password and note it somewhere secure.

Why this matters: If someone leaves the company, your integration doesn’t break.

Step 3: Create a Connected App in Salesforce

Atriumhq uses OAuth to connect. Here’s how to set up a “Connected App”:

  1. Go to Setup > Apps > App Manager.
  2. Click New Connected App.
  3. Fill in the basic info (name, email, etc.).
  4. Under API (Enable OAuth Settings):
  5. Check “Enable OAuth Settings.”
  6. Set the Callback URL to the value provided by Atriumhq (usually something like https://yourcompany.atriumhq.com/oauth/callback).
  7. Select OAuth scopes. At minimum: Access and manage your data (api) and Perform requests on your behalf at any time (refresh_token, offline_access).
  8. Save and wait a few minutes for the app to provision.

Gotcha: Salesforce takes a few minutes to make your new app usable. Don’t panic if it doesn’t work right away.

Step 4: Get Your Salesforce Keys

After your app is provisioned:

  • Consumer Key: Copy this. You’ll need it in Atriumhq.
  • Consumer Secret: Click “Manage” then “View” to see and copy this.

Don’t share these around. They’re basically the keys to your Salesforce house.

Step 5: Connect Salesforce to Atriumhq

  1. Log in to Atriumhq as an admin.
  2. Go to the integrations/settings area (names may change, but look for something like “Data Sources” or “Integrations”).
  3. Choose “Salesforce” as the source.
  4. Enter your Salesforce domain, Consumer Key, and Consumer Secret.
  5. When prompted, log in as your API user and authorize Atriumhq.

What works: Most of the time, OAuth is smooth. If you get weird errors, double-check: - The callback URL matches exactly. - The user has the right permissions. - The connected app is “active.”

Step 6: Configure What Data to Sync

Now for the nitty-gritty:

  • Choose objects: Pick only what you need (Leads, Opportunities, Accounts, etc.).
  • Select fields: Atriumhq often lets you pick specific fields. Don’t select “all”—the sync will crawl.
  • Set update frequency: For “real-time,” pick the lowest interval available (sometimes it’s “every 5 minutes”).
  • Map fields: Map Salesforce fields to Atriumhq fields. If field names don’t match, this step is vital.

Pro tip: Start small. Test with one object and a few fields, then add more once you know it works.

Step 7: Test the Integration

Before rolling it out to your whole team:

  • Run a manual sync if possible.
  • Check Atriumhq for the data you expected. Are fields mapped correctly? Anything missing?
  • Force a change in Salesforce (update a record) and see how fast it shows up in Atriumhq.

What to watch for: - Custom fields sometimes don’t map as expected. - Picklists and multi-select fields can get messy—double-check their values. - If something’s not syncing, don’t just “try again.” Go back and check permissions, field visibility, and mapping.

Step 8: Set Up Alerts and Monitoring

Integrations break. Set up alerts so you know:

  • If syncs start failing (most systems let you set up email alerts).
  • If API call limits are close to being hit (Salesforce loves to throttle).
  • If a field mapping changes or goes missing.

Don’t ignore this: Nothing’s worse than finding out a month later that none of your dashboards updated.

Step 9: Roll Out to Your Team

Once you know the data is flowing:

  • Train users—show them where to find new analytics in Atriumhq.
  • Make sure permissions in Atriumhq match what they should be (no sense in everyone seeing everything).
  • Collect feedback. If people can’t find what they need or something’s confusing, fix it now.

Troubleshooting: Common Pitfalls and Honest Advice

Even with the best setup, stuff happens. Here’s what you’re most likely to run into:

  • OAuth errors: Usually a mismatch in callback URL or permissions.
  • Data not syncing: Check if the connected app has API enabled, and that the API user has access to the objects/fields.
  • Laggy “real-time”: Sometimes, “real-time” means “every few minutes.” That’s normal, especially on cheaper Atriumhq plans.
  • API limits: Salesforce has stingy API call limits. If you’re syncing a lot, you might hit them. Watch usage, especially if other tools are connected.
  • Custom objects: Not all integrations handle custom objects or fields perfectly. Test these first.

What’s not worth your time? Trying to sync everything in one go. You’ll spend more time fixing breakage than if you do it in batches.

Wrapping Up: Keep It Simple, Iterate Often

The best integrations are the ones you actually use—not the ones that try to solve everything in one shot. Start small, get the basics working, and build from there. Real-time analytics are great, but don’t sacrifice reliability or sanity just to get data a minute faster. Iterate, document what you do, and don’t be afraid to ask for help if the docs get vague.

If something feels too complicated, it probably is. Go back, simplify, and try again. Good luck!