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Integration: Salesforce Optional Configuration - Dynamic Link
Integration: Salesforce Optional Configuration - Dynamic Link
Matt avatar
Written by Matt
Updated over a week ago

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


⭐️ This feature is only available on Professional and above Plans

⚡️ In order to access this feature you would need to activate the 'Salesforce' & 'Dynamic Link' bolt on from our Subscription page which you can find here.

Instructions ⚙️

1. Generate a link using 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:

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

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

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