Setting Up Salesforce for API Integration

Prerequisites

Before you begin, ensure that you meet the following prerequisites:

API Access

Confirm that your organization has API access. For more information on editions with API access, refer to the
Editions with API Access

Permissions

Ensure the account you connect with our app has permissions to create, update, and delete Salesforce objects that will store the answer data.

Data exposed

Answer: comment, score, score_type, labels
Recipient: identity, first_name, last_name
Survey: title, url

Preparing your Salesforce Account

1. Go to https://www.salesforce.com and login to your account

2. Navigate to the Setup page.

3. In the Quick Find box, search for "Object Manager" and select it from the list.:

4. Choose an object from the list that will be used to store answer data.

5. Go to Fields & Relationships

6. Click on New

7. Choose Text or Number from the list and click Next.`

8. Enter the field name and select External ID

9. Click Next and then Save.

10. You are now ready to connect the Salesforce integration in yoursettings

By following these steps, your Salesforce account will be properly configured for integration with our application.