The technical details
With Delighted’s Salesforce package, there are a number of components that are necessary to sync over the response – both to the Contact and Account records. In this section, we’ll offer a high-level view of some of the key components. We’ll also help guide you to where you can find the Delighted package, and components, in your Salesforce instance.
Note: If you’d like to skip these details and get started with the installation process right away, click here .
Key components of the integration
There are quite a few components required in order to facilitate the syncing between Delighted and Salesforce. Here’s an overview of the types of components you’ll see, and what they do:
- Custom Fields: Each field is designed to show an aspect of the Delighted response within Salesforce. For example Timestamp will show the exact timestamp the response was received within Delighted. Delighted’s Custom Fields are great components to pull into any custom reporting you’re doing within Salesforce.
- Apex Class/Triggers: These components are required for Delighted to interact with the Salesforce API. Apex components power the syncing between Delighted and Salesforce – driving that survey feedback directly into your Delighted instance.
- Custom Object: Custom Objects are like the parent of your Custom Fields. For example, the“Delighted Response” Custom Object contains all related Custom Fields for the package (ex. Comment, Permalink, Properties, etc.) If you’d like to find the API name for all of the Custom Fields for the Delighted package, the Custom Object is a great place to locate them (Example).
How to find the Delighted package
If you or your team needs to review the Delighted package and components further, such as to grab a custom field name for reporting purposes, the steps below will outline exactly how to locate that information:
From your main SFDC dashboard, use the Quick Find function and type in “Installed”
Once you see the “Installed Packages”, click through that link
On the Installed Packages page, find the package with the Package Name of “Delighted” and click through that link:
On the following page, click on the View Components button to reveal all components related to the package:
Now that you’ve had a look under the hood of the integration, you can now start the process of connecting Delighted and Salesforce! In our next section, we’ll cover the handful of steps required to install the Delighted package to Salesforce.