Salesforce Native Integration
Note: Native Integration for Salesforce needs to be activated by your Customer Success Manager. Ask your Customer Success Manager to have this activated in...
Thu, 28 Jan, 2021 at 5:16 PM
You can now manage your more advanced Salesforce integrations within CustomerGauge, allowing you to pull, flag, and push multiple objects at once. Pleas...
Thu, 20 May, 2021 at 4:40 PM
The first step of setting up your Native Integration, is to give it a name and description, and specify whether you'd like to connect to your Salesforce...
Fri, 10 Sep, 2021 at 1:50 PM
In the Authentication tab, you can set up your authentication credentials to connect to Salesforce. Setup Username: Required field. The username ...
Fri, 12 Jul, 2019 at 12:06 PM
In the Pull Criteria tab, you can configure which data you'd like to get from Salesforce, and add into CustomerGauge. To help you on your way, this art...
Tue, 2 Nov, 2021 at 1:45 PM
In the Flag Criteria tab you can configure how to mark ("flag") records in Salesforce with a value, indicating that you have pulled them. This is...
Thu, 12 Aug, 2021 at 1:20 PM
The Push Criteria tab allows you to configure what data you'd like to push back into Salesforce when a survey gets completed. This support article is s...
Fri, 21 Jul, 2023 at 12:22 PM
Pull Diagnostics To view your Pull History, simply click on the number in the Total Pulls column in the My Integrations section. Please note that this num...
Mon, 15 Jul, 2019 at 12:00 PM
Introduction In this support article, you can find some simple, common, integration examples, to serve as inspiration. While simple queries, if you combin...
Thu, 25 May, 2023 at 2:05 PM
Sometimes things don't go quite according to plan. To help you resolve those situations, consult the scenarios below. Can't find your situation? We&...
Wed, 22 Feb, 2023 at 2:50 PM