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Connect Lattice performance data to Salesforce Agentforce
Lattice is the people management platform that organisations use to run performance reviews, set OKRs, manage 1:1 agendas, and track employee engagement. Salesforce holds the commercial record of the customer relationships and revenue targets that those performance cycles are designed to drive. For sales organisations, the connection between Lattice OKRs and Salesforce pipeline is direct: the goals in Lattice reference the revenue targets in Salesforce, and performance context can be relevant to how account plans are structured. For professional services organisations, delivery team performance data in Lattice can be relevant to resourcing decisions tied to Salesforce opportunities. When Emerge Digital connects Lattice to Agentforce, performance management context can flow into commercial planning where it is relevant — and commercial outcomes can update the Lattice goals that reference them.
What this unlocks
- OKR and goal status readable in commercial planning contexts: when a sales leader is reviewing account plans or resourcing decisions, an agent can read the current OKR status for the relevant team or individual in Lattice and surface it as context — so the planning conversation is grounded in the actual progress being tracked in the performance system.
- Salesforce commercial outcomes update Lattice OKRs: when a Salesforce opportunity closes or a pipeline milestone is hit, an agent can update the corresponding Lattice OKR progress — so the commercial outcome is reflected in the performance tracking system automatically rather than requiring a manual update.
- Performance cycle timing in account planning: Lattice's review cycle calendar shows when performance reviews are scheduled — an agent can read this timing when preparing account plans, ensuring that resourcing decisions and account assignments align with the performance review cycle rather than disrupting it.
- Engagement data as a resourcing signal: Lattice's engagement survey data reflects team health by function or department — for professional services leaders managing account resourcing, engagement data by team is a relevant input to decisions about which teams are assigned to which client engagements.
In the customer journey
Sales OKR progress included in pipeline review
A revenue operations team is preparing a quarterly pipeline review. The agent reads the Lattice OKRs for the sales teams in scope — which OKRs are on track, which are at risk, and which have already been achieved — and includes the goal progress in the pipeline review deck alongside the Salesforce pipeline data. The pipeline review includes both the commercial metric and the goal state in a single view.
Deal close updates the related Lattice OKR
A Salesforce opportunity closes for $280,000. The agent identifies the relevant Lattice OKR — the AE's quarterly new business target — reads the current progress, calculates the updated completion percentage including the new deal, and updates the Lattice OKR progress automatically. The AE's performance record reflects the win without a manual update.
Performance review timing informs account transition planning
A sales manager is planning an account transition because a rep is moving to a new role. The agent reads the Lattice review cycle timeline — the next performance review is in six weeks. The manager schedules the account transition to complete before the review period begins so the new rep is fully onboarded before their first formal performance cycle in the role.
Why not Lattice's native integrations?
Lattice integrates with HRIS platforms and some productivity tools for data syncing — primarily to pull employee rosters and sync review templates. What it does not provide is Lattice OKR and performance data queryable by a Salesforce Agentforce agent in real time during a commercial planning or pipeline review conversation: an agent cannot ask Lattice's integrations for the current goal progress of a specific team, detect a Salesforce deal close and update the corresponding OKR, or surface performance cycle timing as context in an account planning discussion. Emerge Digital builds the retrieval and action layer that makes Lattice performance context available to agents where commercial decisions are made.
Lattice's Agentforce integration is most relevant in the planning and review stages — where commercial performance and people performance are being reviewed together, and where resourcing and account assignment decisions benefit from being grounded in team health and goal progress. It is not a primary integration for day-to-day service or sales execution.
How Emerge integrates Lattice
Emerge Digital connects Lattice to Salesforce Agentforce as a consulting engagement. We map which Lattice data types are relevant to commercial planning contexts — OKR progress, review cycle timing, and engagement data — configure the Salesforce commercial event triggers that update Lattice goals, define the planning context retrieval logic for agents, and set the access boundaries that govern which agents can read performance data. The integration is designed around how your organisation uses Lattice performance data alongside commercial planning in Salesforce.
How we structure an engagementRelated integrations
FAQ
Can the agent create or modify performance reviews in Lattice?
No. Performance reviews and OKR creation stay with the people managers and HR team. Agents can update the progress values on existing OKRs when a commercial outcome is confirmed; they do not create reviews, modify review content, or submit evaluations on behalf of a manager.
We use Culture Amp or 15Five instead of Lattice — can you connect those instead?
Yes. Emerge can build equivalent integrations for Culture Amp and 15Five. The use case — surfacing performance and engagement data in commercial planning contexts and updating performance goals from commercial outcomes — applies to any modern performance management platform. Emerge builds to the platform your people team uses.
Is performance data appropriate to surface in a commercial agent context?
Scope and access are defined carefully during the engagement design. Individual performance ratings and feedback are sensitive; OKR progress and goal completion percentages are typically less sensitive and more appropriate to surface in a commercial planning context. The access model is scoped to the specific data types that are useful for commercial decisions without exposing personal performance information to agents or roles that should not see it.
How long does a Lattice + Agentforce integration take?
A focused engagement typically runs three to five weeks: mapping which Lattice data types are in scope, configuring Salesforce commercial event triggers that update OKR progress, building the planning context retrieval for agents, and testing pipeline review, goal update, and transition planning workflows. The engagement is narrower than most enterprise integrations because the use case is planning-specific rather than operationally continuous.
Ground your agents in Lattice.
Tell us what your agents need to read and write in Lattice, and we'll design the integration and the governance around it.
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