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Integration: Salesforce Optional Configuration - Dynamic Link
Integration: Salesforce Optional Configuration - Dynamic Link
Mollie Herbert avatar
Written by Mollie Herbert
Updated over a month ago

Dynamic link allows you to send Review Invitations in your own emails. Visit this support article for more information.


Requirements

⭐️ This feature is only available on Plus plan

⚡️ The previous 'Dynamic link' is now included within these plans.


Instructions ⚙️

1. Generate a link using REVIEWS.IO Dynamic Link and include it in a Salesforce Classic Email Template:

2. Create an Email Alert that uses the Email Template:

3. Use Process Builder to create a flow that includes the Email Alert action:


Salesforce Support Enquiry Form

Need more help?
If you have any specific questions or require any further help, we have also created a SalesForce & REVIEWS.IO support form.

Please click here to log a support ticket for Salesforce REVIEWS.IO Integration (Google Forms)

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