ClearlyRated helps B2B firms credibly differentiate themselves based on their service.
ClearlyRated integrates with Salesforce (and Bullhorn for Salesforce) Talent Rover)!
Talent Rover was purchased by Bullhorn but is built on the Salesforce framework. If you use Talent Rover, it is expected to integrate with ClearlyRated using the following steps too.
With ClearlyRated’s Salesforce integration, feedback from your ClearlyRated survey program is accessible in the detail view of your leads and contacts within Salesforce. This feature allows for all client information, including their satisfaction scores and feedback, to be easily accessible in one place without having another login to another piece of software.
ClearlyRated survey responses can be displayed within the Salesforce interface on both Lead and Contact pages. This allows you to see survey responses associated with each Salesforce contact without leaving Salesforce. You have the choice of adding it to Leads, Contacts, or both.
Before you begin: To get started you'll first need to make sure you have entered your Salesforce Organization ID within the ClearlyRated dashboard. This can be done by logging into the ClearlyRated dashboard, going to Manage > Integrations, and then following the directions below to setup the Salesforce integration.
Getting Started: To set up your ClearlyRated Integration in Salesforce will need a Salesforce administrator to go through the following setup steps within your Salesforce account. The steps should be done twice if you want to include it on both the Lead and Contact objects, but only once if you are only adding it to one of them.
1. Go to Setup > Custom Code > Visualforce Pages
2. Click ‘New’ to create a new Visualforce page
3. Create a Visualforce page with the following settings:
<apex:page standardController="Lead"> <apex:pageBlock> <apex:iframe src="https://dashboard.clearlyrated.com/integrations/sf-response-view-entry?sessionId={!$Api.Session_ID}&email={!Lead.email}" scrolling="true" height="800px" id="CRLeadiFrame"/> </apex:pageBlock> </apex:page>
<apex:page standardController="Contact"> <apex:pageBlock> <apex:iframe src="https://dashboard.clearlyrated.com/integrations/sf-response-view-entry?sessionId={!$Api.Session_ID}&email={!Contact.email}" scrolling="true" height="800px" id="CRContactiFrame"/> </apex:pageBlock> </apex:page>
4. Add these VisualForce pages to the page layouts for the Lead and Contact objects. You will need to repeat this step if you plan to add it to both.