This is how Axy OKR is integrated with


Following the COVID-19 pandemic, is helping organizations across the globe return to work safely with the addition of 5 new applications:

  • The integrated command center helps organizations centralize all their data to make decisions around how to ensure workplace safety. 
  • The emergency response management application helps monitor the health, wellness, and operational state of communities to ensure that responses are adequate.
  • The shift management feature helps organizations divide their labor into shifts to ensure that companies adhere to social distancing guidelines and keep their staff safe by limiting the number of employees in the workplace at one time. 
  • The remaining two solutions are for compliance and wellness training and for the employee and wellness attestation experiences.

Still wondering how to make your employees engage faster with Axy OKR can help. We integrate easily with and our wizard can help your employees create objectives and key results faster and easier.

How does the integration work?

Axy OKR is the only performance management tool developed natively in Salesforce. You can actually download it directly from the Appexchange. It will inherit all your Salesforce security/permission profiles and data as it is an extension of your current Salesforce solution.

Once it is installed, you can start leveraging with Axy OKR’s objectives and key results. All the objectives and key results that you create on Axy OKR will automatically be replicated in as goals and metrics.

Here’s an example: Elizabeth creates a new objective in Axy OKR. She’ll be requested to name her objective, tie it to a company goal, choose the period of time she has to complete the objective, and define the measurement associated with the objective. Once Elizabeth has completed all the fields, Axy OKR automatically creates a goal in and assigns a lookup relationship with it for the Axy OKR Objective.

Now Elizabeth creates a key result that is associated with the objective she just saved. Axy OKR will ask Elizabeth to name her key result, select the type of result, due date, and metric needed to measure her progress. Axy OKR creates a new metric when a key result is created, relating them to one another.

Tree View

With Axy OKR, you’ll have access to a powerful tool called the Tree View. Imagine being able to see your organizational chart, including how every person is contributing to the achievement of the company goal from their own perspective, in a single screen. Well, that is exactly what the Tree View does for you. As a leader, you can identify risks, take immediate action, and allocate resources and efforts where they are truly needed. Additionally, the Tree View allows you to ensure objective alignment throughout the organization. You can actually filter and search the tree easily to go down into the corporate level you want.

Now add this to the social capabilities of, which let the people that are doing an amazing job be acknowledged by the entire organization through Chatter, reward the best performers with badges that are visible to everyone, and give instant feedback and advice to those that need your help to increase their performance, and you have a true state of the art performance management system based on a proven high-performance methodology. This is something only Axy OKR and Salesforce can provide.


Take your organization to the next level. Axy OKR can and will help you make the most out of with a very simple integration that allows employees to create objectives and key results in Axy OKR, guaranteeing that they are aligned to corporate goals and automated reports inside Salesforce. This will make leaders inside your organization capable of giving better feedback and making more accurate decisions. Leverage with Axy OKR now.

Remember that Axy OKR is free for 30 days so give it a try on appexchange.
Axy Team