Using the Salesforce integration

The Salesforce integration allows you to:

• Create Receptive requests
• Add contacts to existing requests
• View contact request history

All from inside Salesforce.

In Receptive, you can easily track and report on Salesforce contact requests and follow up with prospects as their requests are updated and released. 

Why is this important?
The Salesforce integration dramatically increases efficiency: as prospects make requests, you can track them from inside Salesforce and follow up as they are released to close more deals. 

When deciding what makes it onto your roadmap, your product team can analyze what's important to your prospects and determine the potential value of each request. 

In this guide:

What you can do in Salesforce:

1. Link a customer to an existing request
2. Create a new request

How it works in Receptive:

1. Link Salesforce contacts to requests in Receptive
2. View with Salesforce contacts have voted on requests in Receptive
3. Report on prospect requests

What you can do in Salesforce 

1. Link a customer to an existing request

Go to the relevant user's page (contact page) in Salesforce. Scroll to the Receptive section and click the "Create / Link feature" button.

Start typing the title and similar features will populate below the description box. Click "Select feature" next to each request to see the full description. Click "Link Existing Feature" when you've selected the correct request.

2. Create a new request

Follow the steps above for linking a customer to a request, and instead of selecting an existing one, type in the new title and description and click "Create New feature":

The customer will be automatically tied to their new request, and when you return to the contact's page you'll see the linked request under the Receptive section:

How it works in Receptive 

1. Link Salesforce contacts to requests in Receptive 

In Receptive, find the feature the prospect / lead has requested.

Under "Feature feedback", click the "Add Customer" button and start typing in the contact's name. Salesforce contacts will have the SF icon in front of their name so you can select the correct user and hit "enter" to add them to the feature.

2. View which Salesforce contacts have voted for features in Receptive

To see the Salesforce contacts who have voted for a request in Receptive, just open it in Receptive and scroll to the "Salesforce" section

3. Report on prospect requests

You can segment out your prospect's requests in your Receptive reports to help you understand what your prospects have requested.

From your Reports page in Receptive, just scroll down to the "Account Status" filter and select "Prospect":

Related: How to set up the Salesforce integration

Any questions? Email support@receptive.io or use the form here.