Integrations

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23 articles in this collection
Written by Andrew Shanks, John Ballinger, and Kai Crow and 1 other
Configuring Salesforce

Salesforce Integration

Get started with AskNicely and Salesforce
Written by Andrew Shanks
Updated over a week ago

Salesforce: Contact Layout

How to add NPS responses to the Salesforce contact layout
Written by David Sickmiller
Updated over a week ago

Salesforce: Account Layout

See all AskNicely responses for an Account without searching for the individual Contact
Written by Andrew Shanks
Updated this week

Salesforce: AskNicely Dashboard Tab

How to add the AskNicely dashboard tab to Salesforce
Written by David Sickmiller
Updated over a week ago

Salesforce: Using Reports to survey groups of contacts

How to configure report sync to automatically survey customers
Written by David Sickmiller
Updated this week

Salesforce: Report options; Triggered, Daily Max, and Contact Rule

Covering the Report Sync options of our Salesforce Integration
Written by Andrew Shanks
Updated this week

Salesforce: Add Account NPS

How to add NPS to the Salesforce account layout
Written by David Sickmiller
Updated over a week ago

Salesforce: Send a case-closed survey

How to send a survey when a case is closed
Written by David Sickmiller
Updated over a week ago

Salesforce: Create a follow-up task

How to automatically create a task to follow up detractor responses
Written by David Sickmiller
Updated over a week ago

Salesforce: List all NPS responses

How to add a Salesforce tab to list all AskNicely Response records
Written by David Sickmiller
Updated over a week ago

Upgrading from Salesforce v1.6 to v2

Upgrade guide for Salesforce users pre-dating Nov 2017
Written by David Sickmiller
Updated over a week ago

Salesforce: Sending custom data to SFDC

Advanced: How to send your custom data fields back to Salesforce
Written by David Sickmiller
Updated over a week ago