This documentation outlines how to install the TruVoice Feedback Pus Salesforce application and enable TruVoice to push buyer feedback transcripts and insights into Salesforce. TruVoice feedback transcripts and insights are synced into custom Salesforce objects allowing you to leverage these objects and their records (the transcript and insights data) in your Salesforce reporting and page layouts.
This installation guide will show you how to:
- Install the TruVoice Feedback Plus managed package in your Salesforce sandbox or production instance
- Create a Salesforce connected app to enable TruVoice to integrate with Salesforce
- Update the application settings with connected app Consumer Key and Secret and TruVoice API key and Client ID
- Perform the initial sync of your previously captured buyer feedback insights in TruVoice with Salesforce
- Enable the real-time connection between TruVoice and Salesforce to automatically push new buyer feedback insights into Salesforce as they are captured in TruVoice
Install TruVoice Feedback Plus (v1.15)
Select the appropriate installation link below based on the Salesforce environment you will be installing the managed package in:
| Sandbox Environment | Production Environment |
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If you are installing the application in a sandbox environment, use the following link: |
If you are installing the application in a production environment, use the following link: |
When installing the applications (or upgrading a previous installation), please follow these instructions:
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Set Up Your Salesforce Integration User for the Connected App
Set up or identify an integration user for the application and apply both of the included permission sets to the user:
- Tvfp-Access is the permission set that enables access to the buyer feedback insights
- Tvfp-Sync is the permission set that enables the integration user to act as the execution user for the connected app
Create a Salesforce Connected App
The steps to create a connected app for the TruVoice Feedback Plus application and enable the connection between TruVoice and Salesforce can be found here: Create a Connected App in Salesforce
Once you have completed creating and setting up the connected app, you should have the connected app's Consumer Key and Consumer Secret ready to be used in the TruVoice Feedback Plus settings (see below).
Return to this point after you have created your connected app, to continue configuring the settings for the TruVoice Feedback Plus application.
Get Your TruVoice API Key, Client ID & Enable Salesforce Integration
Log into TruVoice and navigate to your your Organization's Settings:
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When this option is enabled, TruVoice will push buyer feedback insights to Salesforce as buyers share their feedback in real time. |
Configure TruVoice Feedback Plus Application Settings
In Salesforce, navigate to the application settings to configure the integration:
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Account Feedback View
Once you are in the application settings following these instructions to enable the Account Feedback view:
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The "Account Feedback View" setting allows you to enable the "Feedback" tab in the Account view for users. The "Feedback" tab displays buyer feedback insights for any contacts that belong to the account and have provided feedback on a purchase decision, or feedback on their customer experience. |
Settings: TruVoice API Key, Client ID and Endpoint
Your API key and Client ID can be found in TruVoice, or through your Corporate Visions support representative:
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In the first step of the "Feedback Sync" settings enter the following TruVoice-related information:
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Settings: TruVoice Program Selection
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In the second step of the Feedback Sync setting, "TruVoice Programs", select the TruVoice Program(s) that will sync their buyer feedback with Salesforce. Unless you have specifically set up more than one program in TruVoice, you will only see one option to enable in this control. Click the "Next" button. |
Settings: Connected App Consumer Key & Secret
Be sure to have completed creating the connected app in Salesforce in order to complete this step:
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You will need your connected app's consumer key and secret for this step. See the following instructions for getting this connected app information: Create Connected App Instructions
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Settings: Picklist Field Values
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In this step, you will update the picklist field value options for all picklist fields on the custom objects the TruVoice Feedback Plus application creates in Salesforce to store your buyer feedback insights. This step identifies all of the picklist fields and their current value options in TruVoice and updates those same picklist fields in Salesforce to ensure that the picklist options match between TruVoice and Salesforce. For example, the "Buyer Roles" TruVoice field is one that can be customized in TruVoice to use custom values for the Buyer's role in the decision. This step ensures that the picklist options match and make sure TruVoice can successfully send the buyer feedback insights, and all of their related properties, to Salesforce correctly.
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Settings: Sync Buyer Feedback
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In this step, you will sync all past buyer feedback and related insights captured in TruVoice with the custom objects created in Salesforce by the TruVoice Feedback Plus applications allowing you to leverage this data in Salesforce reports and dashboards.
The data sync process is a background process that will usually be completed within a couple of minutes. You can confirm your buyer feedback data has been synced with Salesforce by navigating to the "Feedback" object's page layout in Salesforce (this is one of the custom objects that the TruVoice Feedback Plus application creates in your Salesforce instance when it is installed). |
Display Conditions & Feedback Types
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Display Conditions: If you have enabled the "Feedback" tab for your organization, this setting allows you to control which users can view the feedback:
Feedback Types: Select which types of feedback you want to include:
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View TruVoice Feedback & Insights in Salesforce
You have completed the installation steps. See the screenshots below for what to expect in Salesforce with the TruVoice Feedback Plus application installed and your initial sync completed.
Navigate to the Feedback Page Layout
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Once the data synchronization process has been completed you can view your feedback records by navigating to the Feedback object:
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View Your Feedback Records
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Once you have navigated to the Feedback object, make sure you are viewing "All" records to see all buyer feedback records that have been synced with Salesforce. Each feedback record will have the name of the account plus the name of the contact that provided feedback and will be displayed as: "[account name] - [contact name]" Selecting an individual feedback record will allow you to view the details for that feedback record (see screenshot below). |
View a Feedback Record's Details
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The "Details" view displays the main feedback details or properties of the feedback record. Review the data dictionary to see all feedback fields and properties that get synced from TruVoice. |
View Records Related to Selected Feedback Record
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The "Related" view, shows the records related to the feedback record, including the following:
Each of the above records has additional feedback details that can be viewed by clicking on the individual record. |