REVIEWS.io’s integration with Salesforce allows you to collect, manage and publish review content across multiple platforms, all from within the Salesforce environment.
⭐️ This feature is only available on Professional and above Plans
⚡️ In order to access this feature you would need to activate the 'Salesforce' bolt on from our Subscription page which you can find here.
App Configuration Guide
The first step is to synchronise Salesforce with the REVIEWS.io App.
Synchronize REVIEWS.io App
Login to Salesforce
Navigate to Setup and search for Manage Connected Apps
Click Edit next to REVIEWS.io Sync
In the Start URL field, enter the web address http://dash.reviews.io/salesforce
Navigate to the App Launcher in the top left of Salesforce
Select REVIEWS.io Sync
You will be prompted with an option of Production or Sandbox.
Enter your REVIEWS.io login credentials in the appropriate fields and authorise the app
If you wish to connect your Salesforce Org to multiple REVIEWS.io Dashboards then sync to a single REVIEWS.io and then let us know which additional Dashboards need to be synced using the contact information in the footer below.
Login to your Salesforce Organisation as a System Administrator.
Navigate to App Launcher in the top left of your screen
Under All Items, select REVIEWS.io Credentials
Update Company/Domain with the company domain from your REVIEWS.io Dashboard Account Information Website URL e.g. www.mybusiness.com
Update API Key, Domain and Store Key with the information from your REVIEWS.io Dashboard.
Company Name should be set to whatever you want your Company to be referred to within the app.
If you wish to enable Multi Domain then add credentials for each REVIEWS.io Dashboard you wish to sync to your Salesforce Org.
Reviews Permissions Set
Navigate to Setup
Search for and click on Permission Sets
Click Reviews Permission Set
Click Manage Assignments
Click Add Assignments
Select the users who require access to REVIEWS.io App and click Assign.
The process is complete. Visit the Salesforce REVIEWS.io User Guide for information on using REVIEWS.io
Need more help?
For further help, just sent an email over to email@example.com or contact us on Live Chat or telephone. Details in the footer of this site.
Salesforce Support Enquiry Form
Salesforce REVIEWS.io Integration Support Form
If you have any specific questions or require any further help, we have also created a SalesForce & REVIEWS.io support form.