InMoment - Wootric

Sarang Bhatt

Daniel Pitrowiski

Learn how Wootric and Salesforce work together

Salesforce

Salesforce Integration: FAQ

Start Here!  Salesforce Integration Overview

A short video explaining end to end setup of connecting Salesforce to send a survey via Wootric

How to trigger surveys from Salesforce

Instructions in how to send multiple emails per trigger in Salesforce

In Salesforce, how can I send multiple emails using the same trigger?

Configure Salesforce to trigger Wootric surveys using Flows, enabling CSAT, NPS, and custom surveys on various objects.

Configure Salesforce Flows with Wootric

Triggering Surveys from Salesforce

Custom view or tab in Salesforce to show all Wootric Survey Responses

How to create custom view/tab in Salesforce with Wootric Survey Responses

A custom report to show all survey responses in one report

Salesforce custom reports to show all survey responses

Managing Survey Data in Salesforce

Find answers and get help from Intercom Support and Community Experts

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