Pre-requisites:

  • Salesforce: Enterprise Edition (or better)
  • AskNicely: Advanced/Salesforce Plan

Connect Salesforce and AskNicely in minutes

How to Integrate with Salesforce:
(1) Log into your AskNicely account
(2) Click on the Cog Wheel, located in the top right corner of your AskNicely Dashboard, Select Integrations

(3) In the left column, find and click on "Salesforce"
(4) Select "Authorize Salesforce Production" 

(5) If you are prompted to log into Salesforce.com, please do so.
(6) You'll be asked to grant AskNicely permission to Salesforce.com data, click "Allow" 

(7) You will be returned to AskNicely's Salesforce integration page. Please confirm that you see your Salesforce Organizations name listed on this page
(8) Please click on the link that appears on the integration page after you click on "Allow"
(9) When prompted, select "Install for All Users"

(10) Click "Install" followed by "Done"

Next Steps

At this point, you have done all that is required for AskNicely to send its responses to Salesforce.  Many users choose to get additional value from our Salesforce integration by doing some or all of the following:

  1. Display NPS on contacts
  2. Add the AskNicely dashboard tab
  3. Display NPS on accounts
  4. Automatically survey groups of contacts
  5. Send a survey when a case is closed
  6. Create a task to follow up low scores
  7. List all AskNicely responses
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