How to conncet salesforce account to qualtrics account? | Experience Community
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JoseS
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1 year ago
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How to conncet salesforce account to qualtrics account?

  • Nov 22, 2018 7:54 AM UTC
  • 5 replies
  • 73 views
I have tried following things, can any one suggest me how to connect both the account. i have naviegate to action tab ->action tab->add action->add task -> After that i not able to select salesforce. It showing me as demo! Can anyone help me out to link salesforce to qualtrics.

Best answer by MsIreen

@Suriya I don't think you have it, because you would have more options in the Tools menu, like Response Mapping and Setup a link to the Salesforce account. Contact your Customer Success manager and they will let you know more about your licence content.
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5 replies

MsIreen
Level 5 ●●●●●
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  • MsIreen
  • Level 5 ●●●●●
  • Nov 22, 2018 8:15 AM UTC
Do you have Salesforce integration / API in your licence?
PeeyushBansal
Level 7 ●●●●●●●
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  • PeeyushBansal
  • Level 7 ●●●●●●●
  • Nov 22, 2018 8:22 AM UTC
@Suriya , Plese check below link https://www.qualtrics.com/support/integrations/salesforce-integration/salesforce-integration-overview/
Best Regards, Peeyush
    • Suriya
    • Author
    • Nov 22, 2018 9:12 AM UTC
    @MsIreen Am not sure how to check API in my licence .. However i can see tool tab Salesforce->web-to-lead as like below !
    MsIreen
    Level 5 ●●●●●
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    • MsIreen
    • Level 5 ●●●●●
    • Answer
    • Nov 22, 2018 9:15 AM UTC
    @Suriya I don't think you have it, because you would have more options in the Tools menu, like Response Mapping and Setup a link to the Salesforce account. Contact your Customer Success manager and they will let you know more about your licence content.
      • Suriya
      • Author
      • Nov 22, 2018 9:21 AM UTC
      @Mslreen Thank you1
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