Accessing CRM Connector for Salesforce on Forsta Plus

To access CRM Connector, the feature must first be enabled in Forsta Plus. Once this has been done then a wizard will be accessible to guide you through the setup process.

To do this, contact your account manager to enable the feature for your company. This is necessary regardless of which version is being used.

Installing the Package to the Salesforce Environment (Forsta Plus Version)

When using the standalone version of this feature, nothing needs to be installed or configured in your Salesforce environment. When a user first uses the wizard, he/she will log in to Salesforce and it will ask for permission so that CRM Connector can access Salesforce using that user’s API access rights.

Accessing the Wizard

No AppExchange installation process is required in the Forsta Plus mode. To access the wizard:

1. From Survey Designer (or another module), select CRM Connector from the global navigation menu. Note that the option will only appear if the feature is enabled for your company - .

Figure 1 - The CRM Connector link in Survey Designer

2. Alternatively, from the Forsta Plus home page, click on the CRM Connector icon - . Again, the option will only appear if the feature is enabled for your company.

Figure 2 - The CRM Connector link in Authoring