Connect 1up to Salesforce to link your questionnaires to Salesforce opportunities. Once linked, you can view key opportunity details, such as stage, value, and custom fields, right from the Automate Questionnaires tab.
Connect Salesforce to 1up
You can connect Salesforce from Settings, or directly from the Automate Questionnaires tab the first time you link a questionnaire to an opportunity. See Link a Questionnaire to an Opportunity.
Click the menu button in the lower-left corner.
2. Select Settings.
3. Go to the CRM Integrations tab.
4. Next to Salesforce, click Setup.
5. Log in to your Salesforce account when prompted.
Note: If you have more than one account, choose the one you want to connect.
6. Click Allow.
The Salesforce status changes to Active once the connection is in place.
Depending on your Salesforce policies, your Salesforce admin may need to authorize the 1up app before you can connect.
Link a Questionnaire to an Opportunity
Go to the Automate Questionnaires tab.
2. Click the three dots next to the questionnaire you want to link and select Link opportunity.
Note: If you haven't connected to Salesforce yet, the Connect this upload to a Sales Opportunity window opens. Click Connect Salesforce, log in to your Salesforce account, and click Allow. The list of opportunities then appears so you can continue linking.
3. Browse the list of opportunities pulled from your Salesforce instance. Each one shows the opportunity name, stage, and dollar value.
4. Select the opportunity you want to link and click Save.
The questionnaire row now shows the name of the linked opportunity.
Uploading questionnaires from Salesforce
You can import a questionnaire attached to one of your Salesforce opportunities instead of uploading it from your computer.
Go to the Automate Questionnaires tab.
Click Upload Questionnaire and select Import from Salesforce.
3. In the Blank Questionnaires Only window, click Continue.
Note: 1up answers blank questionnaires in Excel, Word, CSV, or PDF format. To skip this message next time, check Don't show this again.
4. If you haven't connected Salesforce yet, click Connect to Salesforce.
5. Log in to your Salesforce account in the popup window and click Allow.
6. Select the questionnaire file.
7. Click Upload.
Note: You need to connect Salesforce before you can upload from it. See Connect Salesforce to 1up.
View Opportunity Details
In the questionnaire row, click Opportunity details to review the information from Salesforce, including the dollar value, stage, and case number.
Choose Custom Fields to Display
Salesforce lets you create custom fields that hold information relevant to a deal, such as an order number or risk score. You can choose which of these fields appear in Opportunity details.
In the questionnaire row, click Opportunity details and then Edit custom fields. This opens the CRM Integrations tab in Settings.
Check the boxes next to the custom fields you want to display.
Note:
Custom field changes apply only to questionnaires you link to an opportunity after making the change. They don't update questionnaires that are already linked. To see the new fields on an existing questionnaire, unlink the opportunity and link it again.
If a custom field has no value in Salesforce, it won't appear in Opportunity details.
Unlink an Opportunity
In the questionnaire row, click Opportunity details.
Click Unlink opportunity.
The opportunity information is removed from the questionnaire, and a confirmation appears in the lower-right corner.
Disconnect Salesforce
Click the menu button in the lower-left corner.
Select Settings.
Go to the CRM Integrations tab.
Click Disconnect Salesforce.
This removes the link between your 1up workspace and Salesforce right away.
A confirmation message appears at the top of the screen.