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Connect 15Five performance data to Salesforce Agentforce
15Five is the continuous performance management and employee engagement platform used by people-first organisations to run weekly check-ins, OKR tracking, 360 reviews, and engagement surveys — replacing the annual performance review cycle with an ongoing dialogue between managers and their teams. For HR technology vendors and people analytics firms that work with 15Five clients, the performance and engagement metrics in 15Five represent the actual health of the customer's people programmes. For organisations that use 15Five internally, the OKR and review data is relevant to commercial conversations about team performance and capability. When Emerge Digital connects 15Five to Agentforce, performance and engagement context is available to agents during HR technology commercial conversations — and Salesforce commercial events can coordinate with 15Five programme configuration.
What this unlocks
- Employee engagement and performance metrics for HR technology conversations: 15Five tracks engagement scores, OKR completion rates, manager effectiveness ratings, and check-in frequency — an agent can surface the customer's current performance programme metrics during a renewal or expansion conversation, demonstrating the health of the people management programme and identifying areas where additional capability could add value.
- OKR alignment and completion data for leadership and strategy conversations: 15Five's OKR tracking shows how individual and team objectives cascade from company goals — an agent can surface the OKR alignment and completion rates for a customer organisation during a strategy conversation, providing a quantified picture of organisational execution against stated priorities.
- Engagement survey results and manager effectiveness for people analytics conversations: 15Five's engagement surveys measure employee sentiment and manager effectiveness at regular intervals — an agent can surface the most recent engagement scores and the key themes from survey responses during a people analytics or HR transformation conversation, grounding the discussion in the customer's actual workforce sentiment data.
- Salesforce commercial events trigger 15Five programme configuration: when a Salesforce opportunity closes for a new 15Five implementation or a performance programme expansion, an Agentforce agent can initiate the 15Five programme setup with the deal parameters — configuring the check-in cadence, OKR cycle, and review workflow for the new customer without a manual implementation handoff.
In the customer journey
OKR completion and engagement scores strengthen renewal proposal
An account manager is preparing for a renewal conversation with a customer that has used 15Five for two years. The agent queries 15Five for the customer's performance programme metrics — OKR completion rate is 74%, manager effectiveness scores have improved from 3.6 to 4.1 over eight quarters, and the check-in completion rate is 88%. The account manager presents the longitudinal performance improvement data as the renewal value case, demonstrating quantified progress over the engagement period rather than a point-in-time adoption metric.
Declining engagement score surfaces proactive customer success intervention
An Agentforce agent monitors 15Five engagement scores for HR technology customers monthly. One customer's engagement score has declined four points over two consecutive quarters, dropping from 72 to 64 on the 15Five index. The agent creates a Salesforce account alert for the customer success manager with the specific score trend and the department breakdown. The CSM initiates a proactive check-in with the customer's HR leader to understand the engagement decline and assess whether a programme adjustment or additional 15Five capability could address the trend.
New performance programme deal triggers 15Five cycle configuration
A Salesforce opportunity closes for a new mid-market organisation implementing 15Five's performance management programme. The agent reads the deal parameters: 340 employees, quarterly OKR cycles, bi-weekly check-ins, and annual review workflow. The agent publishes the programme configuration parameters to the 15Five implementation queue. The implementation team begins configuring the customer's 15Five environment within hours of the deal close rather than after a sales-to-implementation email chain.
Why not managing performance data in Salesforce custom objects?
Performance management data — OKR progress, check-in responses, review scores, engagement survey results — requires the management workflows, privacy controls, and manager-employee dialogue facilitation that 15Five is purpose-built for. Replicating this in Salesforce custom objects creates a maintenance burden without the management functionality. The Agentforce integration reads from 15Five when performance context is needed in a commercial conversation — surfacing the metrics that demonstrate platform value during a renewal, or the engagement trend that signals an at-risk account — while leaving the performance management programme itself in 15Five where it belongs.
15Five's Agentforce integration is most relevant for HR technology vendors and people analytics firms working with organisations that run 15Five as their continuous performance management platform — where OKR completion rates, engagement scores, and manager effectiveness metrics are the commercial evidence for programme value and the indicators of account health.
How Emerge integrates 15Five
Emerge Digital connects 15Five to Salesforce Agentforce as a consulting engagement. We identify which 15Five performance and engagement metrics are relevant to commercial and account health conversations, design the API access layer for programme metrics queries, configure the engagement score monitoring triggers for at-risk account alerts, and integrate the performance context into customer success, renewal, and HR technology sales workflows.
How we structure an engagementRelated integrations
FAQ
Can the agent access individual employee performance reviews and check-in responses?
Individual performance review content and check-in responses are sensitive HR data with confidentiality requirements. The integration accesses aggregated programme metrics — OKR completion rates, average engagement scores, check-in frequency — rather than individual review content. Where specific employee data is relevant to a service interaction, access is scoped to the minimum necessary data with appropriate privacy controls.
We use Lattice, Culture Amp, or Leapsome rather than 15Five — can the same pattern work?
Yes. The continuous performance management integration pattern — programme metrics in renewal and account health conversations, engagement score monitoring for at-risk alerts, deal-close programme configuration — applies to Lattice, Culture Amp, Leapsome, Betterworks, and other performance management platforms. Emerge builds to the platform your customers use.
15Five has a native Salesforce integration — how does this relate?
15Five's native Salesforce integration synchronises specific standard data objects between the platforms. The Agentforce integration adds the conversational intelligence layer: live query access to performance metrics during commercial conversations, engagement score monitoring for account health triggers, and programme configuration initiation from deal close events. These are complementary to the native data synchronisation, not a replacement.
How long does a 15Five + Agentforce integration take?
A focused engagement typically runs four to six weeks: mapping 15Five performance and engagement metrics to Salesforce account and commercial records, designing the programme metrics query layer for renewal and account health conversations, configuring the engagement score monitoring trigger for at-risk alerts, and testing OKR data retrieval, engagement score queries, and programme configuration initiation.
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