Integrations

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

Salesforce Integration

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

Salesforce: Contact Layout

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

Salesforce: AskNicely Dashboard Tab

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

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

Covering the Report Sync options of our Salesforce Integration
Andrew Shanks avatar
Written by Andrew Shanks
Updated over a week ago

Salesforce: Add Account NPS

How to add NPS to the Salesforce account layout
David Sickmiller avatar
Written by David Sickmiller
Updated this week

Salesforce: Send a case-closed survey

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

Salesforce: Sending Contact Activities and Custom Data to SFDC

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