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How to integrate Salesforce with Howspace evaluation
How to integrate Salesforce with Howspace evaluation

Here's how you can integrate Howspace evaluations with Salesforce

Updated over 3 weeks ago

It is possible to integrate your Howspace evaluations with Salesforce with a few simple steps.

  1. Turn on Evaluation and Salesforce integration from workspace settings under the headline features

  2. Make sure that you have set up the Salesforce Integration through Account Manager.

  3. Once these features are turned on there will be an "External ID" field visible in the user import excel.

  4. Go to the evaluation tab and add the "External ID" to the selected evaluation criteria

  5. Click the "Export to external service" button on the evaluation view to sync the evaluations with Salesforce.

This is how setting up Salesforce should look like in the workspace settings:

This is the evaluation view:

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