Does Jolly replace Salesforce?

No. Your team keeps working in Salesforce. Jolly reads the records Salesforce keeps as the work happens, and campaigns pay out on those records, not on numbers people report at the end of the week.

Does Jolly write anything back to Salesforce?

No. Every Jolly integration is read-only. Jolly reads the data a campaign needs and sends nothing back. Connecting Salesforce changes no records, settings, or screens in it, and the people who use it every day keep working the same way.

How does a Salesforce connection get set up?

Our team connects Salesforce with yours during implementation, as part of the Jolly rollout. Tell us which other systems you run, including ones that aren't in our catalog yet and ones you plan to replace.

Do sales reps or service agents have to log anything extra for a campaign to work?

No. A campaign is measured on the deals, tickets, or cases Salesforce already records as the work happens. Each rep or agent sees their own goal and progress in the Jolly app, without changing how they log activity in Salesforce day to day.

Can a campaign target one sales team, one support queue, or one location?

Yes. A campaign audience can be a whole team, a single queue, a location, a role, or a custom segment.

Salesforce

Salesforce is a customer relationship management platform spanning sales, service, marketing, commerce, and analytics, with suites for organizations from small businesses to large enterprises.

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What Jolly reads from Salesforce

Customer or account records
Every customer, account, or guest is a standing record, so performance reads against a named person rather than an anonymous transaction.
Ownership by rep, agent, or associate
Deals, cases, and tickets are commonly assigned to an individual, which is what turns a company-wide total into a per-worker one.
Timestamped interactions
Calls, tickets, deals, and visits are logged as they happen, so a goal can land on a shift or a week rather than a quarter.
Stage and status changes
A deal advancing, a ticket closing, or a case resolving is a discrete, countable event rather than an ongoing task.
Loyalty and rewards activity
Where the system runs a loyalty program, enrollments, visits, and redemptions are recorded per member, making repeat engagement visible at the individual level.