How to use the API to connect to Salesforce | XM Community
Question

How to use the API to connect to Salesforce

  • 20 April 2021
  • 2 replies
  • 68 views

I am wondering if anyone has experience connecting to salesforce using the API instead of the integration license feature? I was given the support page and documentation page but am struggling to understand the coding aspect of this.

Thanks for any help!


2 replies

Userlevel 3
Badge +8

So there are actions either within survey flow or you can set actions to listen for API calls from salesforce. I don't have experience doing this but I did see that functionality.

Userlevel 7
Badge +21

The Salesforce api is quite complicated to work with, and it can get overwhelming if you don't have experience in working with webservices.
If you are going to give it a try, I recommend starting with authentication. If you are able to manage that, then things getting and updating data is comparatively straight forward.

Leave a Reply