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Connect Salesforce with Statisfy

Prerequisites: Make sure you have Admin access to both Salesforce and Statisfy.

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Step 1: Install the Statisfy package

The package installs the Statisfy connected app in your org. Salesforce blocks connected apps that are not installed.
  1. Open the installation URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tam0000030KeZ
  2. Sign in to Salesforce as an admin.
  3. Select Install for Admins Only, select the acknowledgement checkbox, and click Install. Install Statisfy Connected App screen with Install for Admins Only selected and the acknowledgement checked
  4. When you see Installation Complete!, click Done. Salesforce also sends you a confirmation email. Install Statisfy Connected App screen showing Installation Complete
If the install fails, or your org does not let you install packages, follow Approve the Statisfy connected app instead.

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Step 2: Connect Salesforce in Statisfy

  1. Go to Integrations → Admin Apps → Salesforce → Connect.
  2. Log in to Salesforce and then allow
  1. After setting up the integration, contact support@statisfy.com or your Statisfy CSM. The team will assist you in enabling data flow from Salesforce into Statisfy, since some additional information is needed to finish the process.