In a survey integration with Salesforce, what is the first step often undertaken?

The initial step in integrating a survey with Salesforce is to connect Qualtrics with Salesforce. This foundational connection is crucial because it establishes the framework necessary for data flow between the two platforms. Without this integration, it would not be possible to seamlessly send survey data collected in Qualtrics into Salesforce where it can be utilized for customer relationship management and follow-up actions.

Once the integration is successfully set up, additional steps such as designing the survey, creating a distribution plan, and sending out the survey can follow. These subsequent actions depend on the integration being in place as they involve utilizing the capabilities of both platforms to ensure that the survey reaches the intended audience and that responses can be tracked and analyzed within Salesforce. Thus, starting with the connection lays the groundwork for a successful survey integration process.