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- Getting Started!
- Why Sogolytics
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- Mobile App
- Design
- Introduction to Project Design
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- Question Types
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- Introduction to Simple Question Types
- Introduction to Grid Questions
- Horizontal Radio Button
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- Getting Started!
- Building CX Surveys
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- Good to know
- Getting Started
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- Getting Started!
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- Introduction to Poll
- Build your Poll
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- Build Project
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- Account Settings
- Good to Know
Sync your Salesforce account to Sogolytics to enable all the features we offer to improve your customer relationship management.
Here’s how to get started:
- Select Utilities from the top menu bar.
- Click on the Integrations icon, then select Salesforce
- Click on Connect with Salesforce or Connect with Salesforce (Sandbox).
Survey questions mapped with Salesforce Attributes will still be present in the respective surveys even if the account is unlinked/connected to a different account.
- Log in to your Salesforce account by entering your credentials. Once entered, your accounts are linked.
- Details of your Salesforce account will be displayed, including the account name and email address.
- As needed, you may unlink your account or connect to a different Salesforce account.
- Click Push Data to Salesforce Rules and Salesforce Endpoint URLs to view the rules and endpoint URLs.
- You can review your Log, by clicking on Data pushed into Salesforce.
This feature is available only in our Enterprise plan. Contact us to take advantage of this option.
