Configuring the Contact layout
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.