Go to menu
Go back to page
Project Basics
- Getting Started!
- Getting Started with SoGoSurvey
- Why SoGoSurvey
- Tour
- Home
- Verify My Account
- Account Creation
- Introduction to Packages
- Design
- Introduction to Project Design
- Create a Project
- Question Types
- Re-use Questions and Answers
- Project Logic
- Advanced Design Options
- Page Action
- Project Tools
- Project Options
- Automatic Email Alerts
- Question Features
- Project Branding
- Project Customization
- Good to Know
- Distribute
- Introduction
- Publish Project
- Other Publishing Options
- Email Templates
- Contact Lists
- Reminders
- Track Participation
- Customizing Participation
- Good to Know
- Participation
- Report
- Introduction to Reports
- Project Reports
- Project Reports Overview
- Engagement Report: Measure Engagement Scale
- Text Analysis: Measure Response Sentiment
- Bar Graph: Quick Data Overview
- Conditional: Subset of Data
- Frequency Table: Response Counts
- Advanced Frequency: Data Dive
- Verbatim: Open-Ended Text Analysis
- Response Table: Tabular Display of Responses
- Cross Tabulation: Multi-level Correlation
- Comparison: Compare Data Sets
- Statistical: Numeric Calculations
- Response Trend: Participation Over Time
- Response Rate: Participation By Group
- Attachment: Download Participant Files
- Segmentation Report: Divided Data
- Ballot Box Stuffing Report
- Charts and Graphs
- Omni All in One Report
- Individual Responses
- Save, Export, Share Reports
- Filter Manager
- Good to Know
- Data & Security
- Import Options
- Export Data
- GDPR
- Integrations and API
- Account Administration
- Account Settings
- Account Settings
- Update Personal Information
- Update Company Information
- Linked Account
- Review Account Usage
- Project Allocation
- Customize Survey Labels
- Outbound Email Settings
- Payment History
- Billing Information
- View Product Details
- Account Security
- Recent Account Activity
- GDPR Compliance
- Single Sign-On (SSO)
- Account Notifications
- Referral Program
- 2-Step Authentication
- Email Settings
- Project Branding
- Manage Sub-Users
- Good to Know
- Account Settings
- Billing
- Introduction
- Sign Up and Upgrade
- Sign Up and Upgrade
- SoGoSurvey Plans
- SoGoSurvey Standard Support
- Sign Up for a Paid Account
- Upgrade a Paid Account
- Acceptable Payment Methods
- Upgrade a Basic/Trial Account
- Switch to Annual Billing
- Payment Receipts
- Change Billing Information
- Upgrade Using Purchase Order
- Referral Benefits Program
- Payment Methods Available
- Failed Payment
- Downgrade or Cancel Account
- Getting Started!
- CX Dashboard
- CX Metrics
- Analyze your drivers
- Getting Started!
- Assessment Question types
- Score and more
- Quiz participation
- Get Results
- Introduction to Poll
- Build your Poll
- Launch your Poll
- Analyze your Poll
- Build Project
- Project Style
- Launch Project
- Analyze Project
- Account Settings
- Good to Know
Sync your Salesforce account to SoGoSurvey to enable all the features we offer to improve your customer relationship management.
Here’s how to get started:
- Select Utilities from the top menu bar.
- Click on the Integrations icon, then select Salesforce
- Click on Connect with Salesforce or Connect with Salesforce (Sandbox).
Survey questions mapped with Salesforce Attributes will still be present in the respective surveys even if the account is unlinked/connected to a different account.
- Log in to your Salesforce account by entering your credentials. Once entered, your accounts are linked.
- Details of your Salesforce account will be displayed, including the account name and email address.
- As needed, you may unlink your account or connect to a different Salesforce account.
- You can review your Log, by clicking on Activity Log, or choose to Hide Log.
This feature is available only in our Enterprise plan. Contact us to take advantage of this option.
Tags:
