CustomerGauge to Salesforce.com API

Net Promoter© Scorewith feedback

Adam Dorrell8 July 2011Public version

CustomerGauge to Salesforce.com API

1. CustomerGauge Net Promoter Surveyupdates a Salesforce.com record

2. CustomerGauge “Fire-Fighting” escalation opens a new “Case” in Salesforce

Try the survey

• https://www.cg-express.com/b2c/questionaire/AcmeDemo/Anon_Survey_V2.php

• Default contact name is “Des Patch” but we can match to a Salesforce ID or customer number as needed.

• NB: On 2nd page, do not select “Would you like to be contacted”

Salesforce Development Login

• https://na7.salesforce.com• Login: (available on request)• Password: (available on

request)

• Search for contact “Des Patch” of Acme

Input in Salesforce

• We added “Net Promoter” activities

Try a “Firefighting Escalation”

• Try the survey again: • https://www.cg-express.com/b2c/questionaire/AcmeDemo/Anon_Survey_V2.php • Select “Would you like to be contacted”• Add email “anne@burlington.com”

Case generated in Salesforce

• You can see the case on “Anne@burlington.com”

Click to CustomerGauge from Activity

• ( Site: https://www.cg-express.com/ ) • User: (available on request)

How it works

• We use the SOAP/REST API in salesforce• This needs to be activated. • You need to share a token and API key with

CustomerGauge

• Video: http://www.youtube.com/watch?v=2_dVCjGv6BQ