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Salesforce Integration

Billy Dowell Updated by Billy Dowell

Integrate Great Question Salesforce

Push custom attributes and unsubscribe statuses back to Salesforce

Only users with Admin level permissions can set up the Salesforce integration.
Additional functionality here TBD based on Beta.

Setup 

Connecting to Salesforce
  1. Click your profile in the bottom left corner
  2. Click Account
Select Account
  1. Click Integrations
Clink Integrations
  1. Find Salesforce and click Connect. You will be redirected to your Salesforce workspace, so you can log in, in case you are not already.
Find Salesforce
  1.  Once you log in, you will be redirected back to Great Question.

Salesforce connected

Run a manual import

  1. Once you are connected to Salesforce, you can go to the Candidates page to import new candidates from Salesforce.
Add Candidates
  1. When you click Import from Salesforce, we will start importing the Contacts into Great Question. 
Sync Status
  1. Keep in mind that this process can be slow, depending on how much data there is to be imported. Once it is finished, we will let you know: 
Status Complete

Custom Attributes

  1. You can create custom attributes in Account > Candidate attributes.
Candidate Attributes
  1. Select Salesforce when creating a new attribute and choose which field you want to get the information from.
Salesforce Candidate Attributes
  1. You will then see those values in the candidate's profile.

How did we do?

SAML Integration via Okta

Contact