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How do I integrate SalesForce with ProProfs 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.

 

Click on the 'Notify me' checkbox to receive email notifications on the addition of new learners to your Salesforce list.

 

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.