Before connecting your Salesforce account, please learn how to authorize the Retently integration in Salesforce.

Also check how to automatically import contacts and leads from Salesforce to Retently.

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To be able to export NPS scores and feedback to Salesforce you'll have to create contact and lead NPS custom fields in Salesforce so NPS data can be exported and attached to them.

Below, I will show you how to create custom fields for contacts and leads, and how to create NPS data export rule with Campaigns.

Add Salesforce Contact or Lead NPS custom fields

The steps you should take are mostly the same, so for this example we will create custom fields for Contacts, but repeat this tutorial to add custom fields to Leads as well.

Login to your Salesforce account.

Navigate to the Setup section.

From the left sidebar access Customize > Contacts > Fields. (For leads please access Customize > Leads > Fields.)

Add NPS Score field

Click the New button in the Contact Custom Fields & Relationships section.

Select Text option and click Next.

Fill in mandatory fields:

  • Field Label: NPS Score
  • Length: 10
  • Field Name: NPS_Score

Click on the Next button.

Establish field-level security and click Next.

Add to page layouts and click Save.

Review fields definition. NPS Score field API Name should be NPS_Score__c

Add NPS Comment field

Click on the New button in the Contact Custom Fields & Relationships section.

Select Text Area and click on Next button.

Fill in mandatory fields:

  • Field Label: NPS Feedback
  • Field Name: NPS_Feedback

And click on Next button.

Establish field-level security and click on Next button.

Add to page layouts and click on Save button.

Review fields definition. NPS Feedback field API Name should be NPS_Feedback__c

Create NPS data export rule in Campaigns

Start with creating a new rule in an existing Campaign in Retently (or create a new campaign if needed).

For the Event field please choose New response > Any (or you can choose only Promoters, Passives, Detractors).

For the action please choose Export to Salesforce. Make sure you have already enabled your Salesforce integration.

Your rule should look like in the example below:

Finally click Save rule and save your campaign.

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