Login Setup

The access to the Salesforce account provides the interchange of data between KeySurvey's and Salesforce's servers before and after the survey is completed.

To set up access to Salesforce account you need to click My Account > Salesforce.com Login Setup and then enter the Salesforce login data:

  • User Name (Salesforce user name). The user name must be in the form of email address;
  • Password, followed by a security token. The password is case sensitive and must be followed by a security token.

Select the Use SSL check box to provide the secure connection between KeySurvey and Salesforce servers using Secure Sockets Layer protocol. Note, enabling the SSL connection may slow down the server performance (additional encryption/decryption operations) and impact the respondent's experience. You should only use it when necessary.

Salesforce Sandbox is a test environment that can be created within your SalesForce account and is a copy of your organization for test purposes without affecting the data and applications in your Salesforce production organization.
To log into and perform integration with your SalesForce Sandbox:

  1. Input modified username into "User Name" text field in accordance with the Sandbox you want to set up integration for, so the Sandbox name is appended to the username. For example: To integrate your account "user@acme.com" with Sandbox named "test" username should be modified as "user@acme.com.test".
  2. Select "Use Salesforce Sandbox" option.

Click Update to save the login information in the KeySurvey database.

Note

You may connect to the Salesforce account by taking advantage of 'Single Sign-On' option. This option allows validating the usernames and passwords through client's local network - such as LDAP - without the need to enter multiple passwords.

The KeySurvey application as well as LDAP server should be set up on client's local network. The respondents' data will be stored on client's or KeySurvey server, while the account information will be stored on LDAP server. The integration is possible only when the login and password of the KeySurvey account match the login data of the Salesforce account.

Once the 'Single Sign-On' access is configured from Salesforce side, the user will see the Use Salesforce.com Single Sign-On check box on this page. Select it to authenticate once and gain access to the Salesforce resources. Each user is authenticated just once with their user-credentials at logon time. From then on, the user's authentication is managed directly between Salesforce account and LDAP database.

You must be a member of LDAP working group to use this service.