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Medallia Agile Research + Salesforce

Medallia Agile Research + Salesforce

Medallia Agile Research + Salesforce integrations

Send Medallia Agile Research survey invitations when updated records are detected in Salesforce

Ensure your customers' feedback is immediately addressed with this convenient workflow. Whenever there's an updated field on a record in Salesforce, it triggers an invitation for a survey from Medallia Agile Research. Not only does this free up your time, but it also ensures immediate engagement with your customers, facilitating instant feedback and improved customer relations. Keep your finger on the pulse of your customer experience with this seamless link between Salesforce and Medallia Agile Research.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
  2. automatically do this!
    Send Survey Invitation
    Send Survey Invitation
    Send Survey InvitationAdd a new panelist to your survey. If your survey is Live and the CheckMarket email channel is active, a survey invitation will be automatically sent.
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About Medallia Agile Research
Medallia Agile Research is an enterprise web-based survey tool. What makes CheckMarket different is its focus on enterprise users and their special needs.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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