{"id":45940,"date":"2018-08-30T08:09:21","date_gmt":"2018-08-30T08:09:21","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=45940"},"modified":"2026-02-04T10:17:10","modified_gmt":"2026-02-04T10:17:10","slug":"connect-to-salesforce","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/connect-to-salesforce\/","title":{"rendered":"Connect to Salesforce"},"content":{"rendered":"<p>Sync your Salesforce account to Sogolytics to enable all the features we offer to improve your customer relationship management.<\/p>\n<p>Here&#8217;s how to get started:<\/p>\n<ol>\n<li>Select Utilities from the top menu bar.<\/li>\n<li>Click on the Integrations icon, then select Salesforce<\/li>\n<li>Click on Connect with Salesforce or Connect with Salesforce (Sandbox).<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/R30.2.214.png\"><\/p>\n<div class=\"sogo-help-info-box\"><i class=\"fal fa-info-circle\"><\/i><\/p>\n<p class=\"sogo-info-text\">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.<\/p>\n<\/div>\n<\/li>\n<li>Log in to your Salesforce account by entering your credentials. Once entered, your accounts are linked.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2019\/09\/login.png\"><\/li>\n<li>Details of your Salesforce account will be displayed, including the account name and email address.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/R30.2.215.png\"><\/li>\n<li>As needed, you may unlink your account or connect to a different Salesforce account.<\/li>\n<li>Click Push Data to Salesforce Rules and Salesforce Endpoint URLs to view the rules and endpoint URLs.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/07\/SFRules.png\"><\/li>\n<li> You can review your Log, by clicking on Data pushed into Salesforce.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2019\/09\/log.png\"><\/li>\n<\/ol>\n<div class=\"sogo-help-info-box\"><i class=\"fal fa-info-circle\"><\/i><\/p>\n<p class=\"sogo-info-text\">This feature 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 take advantage of this option.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Sync your Salesforce account to Sogolytics to enable all the features we offer to improve your customer relationship management. Here&#8217;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 as an \u00e0 la carte feature in the Enterprise plan. Contact us to take advantage of this option.<\/p>\n","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":274,"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>How to Connect to Salesforce | Sogolytics<\/title>\n<meta name=\"description\" content=\"Steps to Sync your Salesforce account to enable all the features we offer to improve your customer relationship management.\" \/>\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\/connect-to-salesforce\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Connect to Salesforce | Sogolytics\" \/>\n<meta property=\"og:description\" content=\"Steps to Sync your Salesforce account to enable all the features we offer to improve your customer relationship management.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sogolytics.com\/help\/connect-to-salesforce\/\" \/>\n<meta property=\"og:site_name\" content=\"Sogolytics\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-04T10:17:10+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/connect-to-salesforce\/\",\"url\":\"https:\/\/www.sogolytics.com\/help\/connect-to-salesforce\/\",\"name\":\"How to Connect to Salesforce | Sogolytics\",\"isPartOf\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\"},\"datePublished\":\"2018-08-30T08:09:21+00:00\",\"dateModified\":\"2026-02-04T10:17:10+00:00\",\"description\":\"Steps to Sync your Salesforce account to enable all the features we offer to improve your customer relationship management.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/connect-to-salesforce\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.sogolytics.com\/help\/connect-to-salesforce\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/connect-to-salesforce\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.sogolytics.com\/help\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Connect to Salesforce\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\",\"url\":\"https:\/\/www.sogolytics.com\/help\/\",\"name\":\"Sogolytics\",\"description\":\"Sogolytics - 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