Adding the Salesforce Integration

Devs -

You must add the Salesforce integration to your FluidReview account to use it. Once added, you can set up actions that push and pull data to FluidReview or Salesforce.

Note: This how-to assumes your site has permission to add the Salesforce integration. Please contact your account representative or support if you do not.

To add the Salesforce integration:

  1. Click Configure your site and select Add integration under Integrations.
  2. On the Add Integrations page, click the Add Salesforce Account button.
  3. Enter a name for the integration.
  4. Choose an environment: production or sandbox. More information about Salesforce environments here: https://developer.salesforce.com/page/An_Introduction_to_Environments
  5. Click Save
  6. Allow Salesforce by logging in with your Salesforce credentials. This may take a couple of minutes to process.
  7. Once logged in, you’ll redirect back to FluidReview where you can configure your integration. 

Note: You can not change the environment type after it’s created.

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