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Integration: Salesforce Optional Configuration - Dynamic Link
Integration: Salesforce Optional Configuration - Dynamic Link
Mollie Herbert avatar
Written by Mollie Herbert
Updated this week

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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