{"id":45929,"date":"2018-08-30T08:03:47","date_gmt":"2018-08-30T08:03:47","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=45929"},"modified":"2026-02-02T11:07:19","modified_gmt":"2026-02-02T11:07:19","slug":"overview-salesforce-integration","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/overview-salesforce-integration\/","title":{"rendered":"Overview"},"content":{"rendered":"<p>Most organizations are good at collecting data but very few organizations are good at analyzing data to arrive at meaningful insights.<\/p>\n<p>One significant challenge is that important information resides in separate data silos. Your survey data resides in your Sogolytics account and your customer data resides in your Salesforce account. Allowing these two systems to communicate directly allows us to marry the transactional data (survey feedback) with the relational data (customer demographic) and see powerful results.<\/p>\n<p>Integrating Sogolytics with Salesforce is easy, allowing you to automate your processes and improve the quality of data available for your analysis.<\/p>\n<p>The integration allows you to pull data from Salesforce into your Sogolytics account and push data from Sogolytics into Salesforce. Both standard and custom objects and fields are automatically available.<\/p>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2019\/09\/connect-main.png\" \/><\/p>\n<p>When you pull data from Salesforce, you can customize survey questions based on the demographics of the customer. For example, a client who uses Product A can be asked one set of questions and a client who uses Product B can be asked a different set of questions.<\/p>\n<p>Likewise, when you push data into Salesforce, you can also set up Workflow rules to trigger certain emails, update fields, etc.<\/p>\n<p>Smart, simple, and automatic. <strong>That&#8217;s Sogolytics + Salesforce.<\/strong><\/p>\n<div class=\"sogo-help-info-box\"><i class=\"fal fa-info-circle\"><\/i><\/p>\n<p class=\"sogo-info-text\">Salesforce integration is available as an \u00e0 la carte feature in the Enterprise plan. <a class=\"button-demo-form exclude_class_load\" href=\"javascript:openRequestDemoForm()\">Contact us<\/a> to learn more. This feature is not available in accounts on research.sogolytics.com or k12insight.com.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Most organizations are good at collecting data but very few organizations are good at analyzing data to arrive at meaningful insights. One significant challenge is that important information resides in separate data silos. Your survey data resides in your Sogolytics account and your customer data resides in your Salesforce account. Allowing these two systems to communicate directly allows us to marry the transactional data (survey feedback) with the relational data (customer demographic) and see powerful results. Integrating Sogolytics with Salesforce is easy, allowing you to automate your processes and improve the quality of data available for your analysis. The integration allows you to pull data from Salesforce into your Sogolytics account and push data from Sogolytics into Salesforce. Both standard and custom objects and fields are automatically available. When you pull data from Salesforce, you can customize survey questions based on the demographics of the customer. For example, a client who uses Product A can be asked one set of questions and a client who uses Product B can be asked a different set of questions. Likewise, when you push data into Salesforce, you can also set up Workflow rules to trigger certain emails, update fields, etc. Smart, simple, and automatic. That&#8217;s Sogolytics + Salesforce. Salesforce integration is available as an \u00e0 la carte feature in the Enterprise plan. Contact us to learn more. This feature is not available in accounts on research.sogolytics.com or k12insight.com.<\/p>\n","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":271,"comment_status":"closed","ping_status":"closed","template":"sogo_new_design.php","meta":{"footnotes":""},"categories":[232],"tags":[319,280],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Salesforce Integration With Sogolytics Accounts | Sogolytics<\/title>\n<meta name=\"description\" content=\"Make the most of your data by integrating your Salesforce account with Sogolytics. You&#039;ll double your analytical power with our native integration.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sogolytics.com\/help\/overview-salesforce-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Salesforce Integration With Sogolytics Accounts | Sogolytics\" \/>\n<meta property=\"og:description\" content=\"Make the most of your data by integrating your Salesforce account with Sogolytics. 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