Link a Questionnaire to Salesforce
1up lets you connect questionnaires directly to Salesforce opportunities.
To get started:
Hover over the three dots next to a questionnaire.
Click Link to Salesforce.
You’ll be prompted to log in to Salesforce to authorize the connection.
Approve the 1up Connected App in Salesforce
After logging in:
Go to:
Setup → Apps → Connected Apps → Connected Apps OAuth UsageFind the connected app named 1up and click Install.
Depending on your Salesforce policies, you may need your Admin to authorize the app.
Once installed, you’ll be able to link questionnaires to Salesforce opportunities:
If you need help at any point, contact [email protected].