Do I have to have both Salesforce and Qualtrics account? | Experience Community
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JoseS
Administrator
1 year ago
Question

Do I have to have both Salesforce and Qualtrics account?

  • Jul 2, 2024 2:30 PM UTC
  • 3 replies
  • 62 views
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Hi,

 

We are trying to link Salesforce to one of our survey in Qualtrics. According to the online documentation: “Qualtrics always checks the Salesforce credentials of the project owner.”

Does this mean the project owner should have BOTH Qualtrics and Salesforce account/instance?

 

Thank you!

3 replies

Level 7 ●●●●●●●
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  • ahmedA
  • Level 7 ●●●●●●●
  • Jul 2, 2024 4:23 PM UTC

If you want to import/export from Salesforce you'll need accounts for both. 

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    • Des
    • Author
    • Jul 3, 2024 7:27 AM UTC

    thank you!

    Nanditha MM
    Level 4 ●●●●
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    • Nanditha MM
    • Level 4 ●●●●
    • Jul 3, 2024 8:03 AM UTC

    Hi @Des , Yes, the project owner must have both a Qualtrics account and a Salesforce account. This is essential because Qualtrics will verify the Salesforce credentials of the project owner when establishing and managing the integration.

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