How to Integrate Salesforce With Quiz Maker
ProProfs Integration with Salesforce helps you to capture learner's information and automatically adds it to your Salesforce CRM lists.
Here's how a captured contact will appear in your SalesForce CRM:
Let’s look at how you can set up this integration in a few steps:
Step 1: Navigate to the 'Security' section for the desired quiz's settings and set up the 'Tracking Configuration'.
Step 2: Make sure that 'Name' and 'Email' tracking is on, you can also set up custom questions by enabling "Ask My own Question".
Step 3: Navigate to the Integrations tab and enable SalesForce, click "Manage".
Step 4: Enter your SalesForce account details and click "Next".
Step 5: Select a list to share and store learner's information, click "Next" to proceed further.
Step 6: Based on the selected list and custom questions set up in 'Tracking configuration,' assign a corresponding field from the drop-down menus to the appropriate SalesForce fields. Click "Finish" to complete the integration.
After you complete the above steps, a popup will appear informing you that the integration is active. Click on “OK’’ as shown below and you are all done.