Our native Salesforce integration gives you the possibility to automatically import all your contacts or leads and also export NPS data to Salesforce.

Before connecting your Salesforce account, please follow this tutorial to learn how to authorize the Retently integration in Salesforce:

Log in to Salesforce.

Navigate to the Setup section.

From the left sidebar access Administer > Security Controls > Network access.
Click on the New button to add new Trusted IP Ranges.

Fill in mandatory fields:

  • Start IP Address:
  • End IP Address:
  • Description: Retently integration

And click on the Save button.

Finally, review the Network Access settings.

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