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Project Basics
- Getting Started!
- Why SoGoSurvey
- Getting Started with SoGoSurvey
- Tour
- Home
- Verify My Account
- Account Creation
- Introduction to Packages
- Design
- Introduction to Project Design
- Create a Project
- Question Types
- Question Types
- Add a Question
- Edit a Question
- Introduction to Simple Question Types
- Descriptive Text
- Text Box
- Radio Button (Single-Select)
- Check Box (Multi-Select)
- Drop Down
- Demographic
- Rating Scale
- Symbol Rating Scale
- Like/Dislike
- Ranking
- Date
- Image Choice
- Net Promoter Score (NPS)
- Introduction to Grid Questions
- Multiple Text Box
- Multiple Drop Down
- Radio Grid
- Check Box Grid
- Rating Radio Grid
- Rating Drop Down Grid
- Rating Scale Grid
- Matrix Grid
- Advanced Questions and Elements
- Numeric Allocation
- Attachment
- Drill Down
- Horizontal Radio Button
- Rating Radio Button
- Rating Drop Down
- List Box
- Captcha
- Page Break
- Mobile Friendly Questions
- Re-use Questions and Answers
- Project Logic
- Advanced Design Options
- Page Action
- Project Tools
- Project Options
- Introduction to Project Options
- Project Details
- Add Languages
- Question Sequence
- Anonymous Project
- Display Options
- Event Messages
- Save and Continue Later
- Thank You Message
- Use Chain Invitations to Share Surveys
- Reopen Submitted Responses
- URL Redirect: Static and Dynamic
- Print Options
- Expiry Rules
- Switch Project Type
- Enhanced Participation
- Automatic Email Alerts
- Question Features
- Project Branding
- Project Customization
- Good to Know
- Distribute
- Introduction
- Publish Project
- Other Publishing Options
- Automated Distribution
- Email Templates
- Contact Lists
- Reminders
- Customizing Participation
- Good to Know
- Participation
- Track
- Report
- Introduction to Reports
- Run a Report
- Omni All in One Report
- Text Analysis
- Frequency Reports
- Cross Tabulation
- Individual Responses
- Raw Data
- Special Reports
- Legacy Reports
- Charts and Graphs
- Save, Export, Share Reports
- Filter Manager
- Good to Know
- Data & Security
- Import Options
- Export Data
- GDPR
- HIPAA
- 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
- 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
- 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!
- Building CX Surveys
- CX Metrics
- CX Dashboard
- CX Dashboard Settings
- Analyze your drivers
- Good to know
- Getting Started
- Account Set-up
- Introduction to Account Set-up
- Creating and Managing Interest Areas
- Response Templates
- Form Messages
- Account Administration
- Introduction to Account Administration
- Managing Users
- User Groups
- Landing Pages
- Tab Editor
- Customer Feedback Preferences
- Turn Emails into Dialogues
- Account Activity Log
- Define Dialogue Aging
- Create Tags
- Comparison Overview
- Raise a Dialogue with SoGoSurvey
- Whitelisting
- Inbox
- Dialogues
- News
- SoGoConnect Dashboard
- Campaigns
- Help
- 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.
