Technical resources are scarce. While our Native Integration with Salesforce is super powerful, it does require technical knowledge to set up. With the CustomerGauge Salesforce App, you can easily install a great visual aid to bring feedback to your Salesforce users' fingertips!

What does this widget show?

  • NPS Score of the last survey transaction
  • History of the last 5 survey transactions
    • Whether the Contact responded, and which NPS Score they left.
    • Whether the Contact did not receive the survey because they have previously unsubscribed.
    • Whether the Contact did not receive the survey because they have previously bounced.

Requirements to install

  • CustomerGauge Admin level access
  • Salesforce Admin level access

Preparing CustomerGauge for installation

In order to authenticate to CustomerGauge from within Salesforce, you'll need to set up a Connected App.

  1. In CustomerGauge, navigate to Data > Integrations, and then click on the Connected Apps tab.
  2. Click the "Create New App" button in the top-right of the Connected Apps page.

  3. In the Application Name in the box type "Salesforce App" (or a different name that you can use to identify your Salesforce system), and click the Save button.

  4. After saving, a popup with the Client ID and Client Secret information will appear. Save the Client Secret right away, you won't be able to retrieve it once you close the popup.

Installing the app

  1. Go to the AppExchange listing for the CustomerGauge app and click the "Get It Now" button to install the package.
  2. Log into the Salesforce Organization that you want to install the app into.
  3. In the installation page, select "Install for Admins"; you can adjust who has access to the app later.
  4. Approve the third-party access by selecting the checkbox "Yes, grant access to these third-party websites", and click Continue.
  5. Salesforce will take a couple of minutes to install the app. Once the installation is complete, Salesforce will indicate so. Click "Done" to continue. Salesforce will then navigate you to the Installed Packages page, where you can verify that the installation has been done successfully.
  6. As part of the package installation, a permission set called CustomerGaugeAdmin gets created. You need to assign this permission set to your admin user in order to set up the connection to CustomerGauge.
    1. In Setup, navigate to Users > Permission Sets and click on CustomerGaugeAdmin.

    2. Click on the Manage Assignments button, followed by Add Assignment. Find your own user, select the checkbox, and click the "Assign" button.

  7. Before configuring the app, you'll also need to add the CustomerGauge API domains to the Salesforce Remote Site Settings.
    1. In Setup, navigate to Security > Remote Site Settings, and click the New Remote Site button.

    2. Fill in the Remote Site Name and Remote Site URL according to the region that your CustomerGauge platform is hosted on.

      RegionRemote Site NameRemote Site URL

    3. Repeat this step to add another Remote Site

      RegionRemote Site NameRemote Site URL

Configuring the app

  1. Navigate to the Salesforce app selection (the 9 dots in the top left corner) in Salesforce and search for "CustomerGauge Configuration".
  2. Select the region that your CustomerGauge platform is hosted on, and copy/paste the Client ID and Client Secret that you obtained from your Connected App in CustomerGauge.
  3. Click the Connect button - and you're all set up to add the widget to your Contact Page!

Placing the widget

  1. Navigate to the Contact Page in the Sales or Service hub.
  2. Click on the Setup icon in the top-right corner of the page, and select "Edit Page".
  3. In the Components sidebar on the left-hand side, search for "customerGaugeWidget" and drag it onto the Contact Page where you would like it to appear.
  4. Save the page, and follow any other steps you normally do when editing pages in Salesforce to make it appear to the right users.

Good to Know

Contacts are identified by Email

CustomerGauge uses the Email field from the Salesforce Contact object to identify which survey records belong to the Salesforce contact. If you don't have a value in the Email field of a Contact, no survey results will be able to be found to display.


"Contact does not exist in CustomerGauge."

We could not find a matching Contact in your linked CustomerGauge system using the Email address associated with the Salesforce Contact.