HomeGuidesResourcesSetting up the Surveyapp CX Cards Integration Package for Salesforce.

Setting up the Surveyapp CX Cards Integration Package for Salesforce.

Whether you’re syncing responses back to Salesforce, triggering survey sends, or both, you need to start by installing the Surveyapp CX Cards integration package in Salesforce.

Resources

Integration Steps

  • Login to your SalesForce instance.

Click on this URL to install the package. Replace the bold italicised text with your instance domain name. https://MyDomainName.lightning.force.com/packagingSetupUI/ipLanding.app?apvId=04tSr0000008rvBIAQ

You will see an installation dialogue. 

  • Select ‘Install for All Users’. Tick the ‘I acknowledged that I’m installing…’ checkbox message. Click Install.

You will be shown a pop up with the message:

  • Tick the ‘Yes, grant access to these third-party web sites’ checkbox. Click Continue.