How to conncet salesforce account to qualtrics account? | XM Community
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How to conncet salesforce account to qualtrics account?

  • November 22, 2018
  • 5 replies
  • 51 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.

5 replies

MsIreen
Level 5 ●●●●●
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  • Level 5 ●●●●●
  • November 22, 2018
Do you have Salesforce integration / API in your licence?

PeeyushBansal
Level 6 ●●●●●●
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  • Level 6 ●●●●●●
  • November 22, 2018
@Suriya , Plese check below link https://www.qualtrics.com/support/integrations/salesforce-integration/salesforce-integration-overview/

  • Author
  • November 22, 2018
@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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  • Level 5 ●●●●●
  • Answer
  • November 22, 2018
@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.

  • Author
  • November 22, 2018
@Mslreen Thank you1