The connection creates a Flow in Salesforce so we can send your survey and push live survey results to your Salesforce environment. To change the name, select Add program name.Ĭonnect to Salesforce: Select the Salesforce instance to connect to. To launch your survey, complete each required task in the menu.Īdd program name: Your setup is given a name when you create it. Your newly created setup has a central section outlining the workflow and a left sidebar menu outlining tasks to complete. Select Quick Launch from the left-side navigation.įind Rate agent or team performance in Salesforce, then choose Select. Learn more about recommended Salesforce permissions Create the Setup

Modify Metadata Through Metadata API Functions permissions to map data to Salesforce fields and objects. Send Outbound Messages permissions for anyone who closes cases in Salesforce. Make sure to enable certain permissions in Salesforce:Ĭreate, Read, Edit, Delete permissions for any objects and fields you’re mapping to.ĪPI access in Salesforce to set up your program. If you need help, review Troubleshooting Salesforce Integration or contact support. To use Quick Launch, you’ll need to have an existing Salesforce instance mapped to GetFeedback. When respondents complete your survey, you can view and compare results for your agents in Insights. The setup automatically creates a survey, email, Salesforce mappings, and Salesforce Flow so you can start collecting feedback sooner. Send customers a feedback survey after closing their case in Salesforce to learn how your support agents are doing. Salesforce will start blocking new workflow rules in Winter 2023.

Set up ant for salesforce