Configuring the Contact layout

Previous section: Installing the integration package

The last component for setting up the integration involves a bit of editing to your Contact record. With the addition of a custom field and Related List, you’ll be seeing NPS feedback in Salesforce in no time.

Log into your Salesforce instance

Head to any available Contact record

Note: If you’re unfamiliar with how to access a Contact, check out this GIF for guidance

Click “Edit Layout” at the top right-hand corner of the page

Drag and drop the “Last Delighted Response” field to your Contact record

Drag and drop the Delighted Related List to the Related List section of your Contact record

Save your changes

Optional: Edit the Related List

Note: This step is optional, but can be helpful for increasing the visibility of Delighted response data (ex. properties) directly on the Contact record.

Now that you’re all set with your Contact record layout customization, let's discuss how you can run a quick test to make sure that integration is working as expected.

Next section: Testing the connection

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