How to integrate with Salesforce

How to integrate with Salesforce

We provide all the tools to integrate SightMill with Salesforce using webhooks API to receive information from Salesforce and its Apex REST API to send information back to Salesforce. Note: you will need to be comfortable creating Salesforce scripts or events to setup this or any Salesforce integration.

Each Project has its own integration settings, so start by creating a new Project with email surveys enabled.

To setup the link from Salesforce to SightMill, use webhooks API. You'll find your Project's unique webhooks URL in the Settings/Webhooks-Salesforce menu option. You'll need to copy and paste this in to your Salesforce output event handler.

To setup the link to Salesforce from SightMill, we'll use the Salesforce Apex REST API. The settings are in the Settings/Webhooks-Salesforce menu option and let you map the SightMill fields back to your Salesforce fields.

Please feel free to get in touch with us to help you setup the integration - though note that we can help with SightMill information but sadly we don't support or develop Salesforce scripts!
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