Skip to main content
AskNicely Help Center home page
Submit a request
Sign in
  1. AskNicely
  2. 3rd Party Integrations
  3. Salesforce Integration Articles

Salesforce Integration Articles

  • Salesforce Integration Overview
  • Salesforce Advanced: Syncing back Custom Data Fields and AskNicely activities
  • Salesforce: Add a Salesforce tab to list all AskNicely Response records
  • Salesforce: Adding AskNicely as a Dashboard Tab
  • Salesforce: Displaying Responses on the Contact and Account Layout
  • Salesforce: How to add your CX Metric to the Account Layout
  • Salesforce: Process Builder/Flows - Advanced Survey Sending
  • Salesforce: Reports - Integrating and Surveying Groups of Contacts
  • Salesforce: Show NPS score by account in a Salesforce Report
  • Salesforce: Updating Contact Data and Responses in AskNicely
  • Salesforce: Viewing CSAT & 5-Star Responses in Salesforce
AskNicely