Skip to main content
All CollectionsSalesforce & REVIEWS.io
Integration: Salesforce REVIEWS.IO App Configuration Guide
Integration: Salesforce REVIEWS.IO App Configuration Guide
Mollie Herbert avatar
Written by Mollie Herbert
Updated this week

REVIEWS.IO’s integration with Salesforce allows you to collect, manage and publish review content across multiple platforms, all from within the Salesforce environment.


Requirements

⭐️ ️ Available on Plus plan


Instructions ⚙️

Important Note

As the REVIEWS.IO Salesforce App is built using Lightning Components, My Domain must be set in your Salesforce organization for it to work. Go to Setup, search for My Domain and ensure you have created your Domain.

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

  • Navigate to the App Launcher in the top left of Salesforce

  • Click Save

  • 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

Multi Domain

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.

Credentials

  • 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.

  • Integrations>> API

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 support@reviews.io or contact us on Live Chat or telephone. Details in the footer of this site.


Salesforce Support Enquiry Form

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

Did this answer your question?