Salesforce
An integration between Medallia Agent Connect and Salesforce enables you to send feedback requests to customers automatically after your team closes tickets in Salesforce. Install the Agent Connect Salesforce Managed Package, and then work within that package to configure the integration. Work with your Agent Connect Client Success Manager to ensure that the integration meets your team's needs and objectives.
Important: Before you begin the integration, ensure that you have entered a test email address in Agent Connect and have collected your test and production API credentials. For more information, see Integrations.
For more information, see the following topics:
