Retently

Export survey data to Salesforce

Adjust Salesforce permissions in order to authorize Retently

Troubleshooting the Salesforce integration

Sync customers from Salesforce

Manage customer properties via Salesforce transactional email surveys

Import customer tags from Salesforce

How to embed a survey in my Salesforce email messages?

Create custom Zapier triggers for Salesforce

Automatically associate survey responses with your Salesforce case

Alex Bitca

Salesforce

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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