What is Phase Two of setting up a Salesforce integration with Qualtrics?

Prepare for the Qualtrics Certification Exam with flashcards and multiple choice questions. Each question comes with hints and explanations to aid your learning process. Equip yourself for success!

In the context of setting up a Salesforce integration with Qualtrics, Phase Two involves triggering and emailing a survey directly from Salesforce. This phase is crucial as it connects the survey distribution process with Salesforce's capabilities, allowing for automated dissemination of surveys to recipients based on specific triggers or events within the Salesforce platform, such as new lead creation or case updates. By utilizing this integration, organizations can streamline their data collection processes and enhance engagement with respondents, as it enables seamless interaction between customer relationship management and feedback collection.

The other choices involve important aspects of working with surveys but occur either before or after this specific phase. For example, creating a new survey would typically take place in the initial setup phase, while collecting survey results would happen after the surveys are distributed and responses are gathered. Integrating with additional platforms might involve expanding or enhancing the existing setup but is not specifically part of the Salesforce integration process at this point. Therefore, the correct choice accurately reflects a key step in utilizing Salesforce for effective survey management within the context of Qualtrics.

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