How to Add a Salesforce V4 Integration

This article will walk through how to get started with your Salesforce V4 Integration, by adding it to your SurveyMonkey Apply Site.

To add the Salesforce integration:

  1. Access the Salesforce Integration section of the site
  2. Click Add Connection
  3. Enter a Title for the integration
  4. Choose an environment: Production or Sandbox. You can refer to Salesforce's reference material on Salesforce Environments for more information. 
  5. Click Add & Authorize
  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 SM Apply where you can configure your integration.
  8. Activate the integration once you have finished your configurations. 
salesforce v4 Add connection button

 To access the Salesforce Integration:

  1. Click Settings
  2. Select Integrations
  3. Under Salesforce V4, click Connections (#)
  4. Click on the title of the Integration
    Click on the Ellipsis and click Configure automations
Arrow pointing to settings cog, dropdown to show general, pages, files, eligibility, custom fields, registration, emails, administrations, red arrow on integrations, translations and superuser