Cycle's help center
LegalCompany
  • 🚀Get started
    • 🤔What is Cycle? [Start here]
    • 📥Centralize feedback
    • 💡Extract insights from feedback
    • 🌱Document features in your roadmap
    • 📡Write your release notes and close the loop
  • 💪Core concepts
    • 🏡Home
    • 📥Feedback
    • 💡Insights
    • ⛰️Roadmap
    • 🔊Releases
    • 🤩Closing the loop
    • ⚡Cycle AI
    • 📊Customer voice dashboards
  • ⚙️Setup
    • 🔌Integrations
      • Slack
      • Linear
      • Intercom
      • Zendesk
      • Salesforce
      • Gong
      • HubSpot
      • Zapier
      • Chrome extension
      • Figma, Loom, Miro & Pitch
      • Email
      • Notion
      • GitHub
      • Modjo
    • Product areas
    • 📋Views
    • 🏷️Properties
    • 👱Customers
    • 🎭Manage workspace members
    • 🔔Notifications
    • 🔀Statuses
    • ✏️Collaborative, rich markdown and AI-powered editor
    • 🔓Security
  • 🚲Advanced
    • 🎉Public changelog
    • 🤖AI & automations
    • 📹Call recording
    • 📚Content templates
    • 🏔️Advanced Roadmaps and custom views
    • ⚒️Multiple doc types
    • 🔍Search
    • 🏆Pro Cycler tips shortlist
    • ⌨️Keyboard shortcuts
  • 🔐SAML/SSO
  • 👨‍🏫Cycle University
    • 👁️Best practices for views
    • 🏎️Fast-track your onboarding
    • 🐞Bug handling with Cycle
    • 💻API
      • ⚡Webhook event for all properties changes
      • 🔗How to integrate with Jira Product Discovery
    • ❓FAQ
  • 🤔Guides
    • ⬇️Migrate your data to Cycle
      • Canny migration
    • 📖Glossary
    • Synchronise your customer data
  • How to
    • Page 1
Powered by GitBook
On this page
  • Table of content:
  • Overview
  • Installation
  • 1. OAuth flow installation
  • 2. Package installation
  • 3. Visualforce page creation
  • 4. Contact/Lead/Account page configuration
  • How it works

Was this helpful?

  1. Setup
  2. Integrations

Salesforce

We make it easy for your team to send feedback from your favorite CRM.

PreviousZendeskNextGong

Last updated 8 months ago

Was this helpful?

Table of content:

Overview

By integrating Salesforce with your Cycle workspace your team will be able to:

  • Send feedback from Salesforce to Cycle

  • See the related doc statuses directly from a Salesforce Account/Lead/Contact

  • Get notified whenever related doc statuses update inside the concerned Chatter tab Account/Lead/Contact

Installation

Installing the Cycle integration requires 4 distinct steps. Salesforce is a highly customisable tool making the installation process a bit less seamless than for other product.

1. OAuth flow installation

From your Cycle integration settings, select the Salesforce integration and authorise Cycle to access your workspace.

Once installed go back to your Salesforce instance, under your Setup, search for App Manager. You should see Cycle in the list. Click on the arrow on the right and select "Manage"

Once the app has loaded (it can take a really long time sometimes), click on Edit policies, modify the dropdown Permitted users and select Admin approved users are pre-authorized. A popup will show, confirm by clicking on the Ok button. Click on Save. You should be redirected on the App setup, wait a bit for the page to load.

From the App setup, click on Manage profiles.

Select the Standard User and System Administrator and any other appropriate profiles then Save.

2. Package installation

You need to tick the box "I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce’s AppExchange Partner Program."

You will then get notified in Salesforce and by email once the package is installed.

3. Visualforce page creation

In your Salesforce Setup, search for "Visualforce page". Once there, create a new View. You can name it "Cycle". Make it visible to all users then save your view.

From there, click on "New" to create a new Visualforce page. Once in the edit mode, name your page Cycle, and make it available for Lightning Experience.

Paste the following code in the Visualforce Markup console and save your Page. It is now ready to be used on your Salesforce Pages! 🔥

<apex:page >
    <apex:canvasApp canvasId="cycle-canvas" applicationName="Cycle" scrolling="auto" width="100%"/>
</apex:page>

4. Contact/Lead/Account page configuration

In Salesforce go back to your Sales App from App launcher. Navigate to your Contact tab and select one of your contact. From the Contact page, use the setting to Edit the page.

Once in the Edit mode, select a place to add the Cycle widget then search for the Cycle Visualforce component. Clicking on it should add the canvas on the place you previously selected.

You should now see the Cycle Canvas! You're ready to go 🎉

How it works

There are two ways to use this integration.

First, customer-facing teams can send feedback straight from Salesforce to the product team. You can do so from any Lead, Contact, or Account page.

Second, you can set up an automation to automatically send all messages that match specific criteria using Cycle’s API.

In both cases, you'll receive updates on Salesforce as soon as the customer requests status changes in Cycle, helping you close the feedback loop every time you ship something.

Download the canvas app from this and select Install for All Users.

link
Overview
Installation
How it works
⚙️
🔌
Page cover image