Salesforce Integration

Connect Salesforce to Review Collect to automatically trigger your review requests from your CRM data.

Connect Salesforce

Go to the Integrations page in Review Collect
Click Salesforce → Connect

You will be redirected to Salesforce to authorize Review Collect to access your account. The connection is secured with OAuth 2.0.

Send us your configuration details

Then send the following to your account manager:

1. Trigger object — which object should we use to trigger review requests?
Examples: Opportunity, Account, Lead…

2. Date field — which Date field should we use to schedule the sending?
Examples: "Conversion date", "Close date"…

3. Contact fields — from which object(s) can we retrieve them? For each field, specify the object + the field name:

ID
Order date (or signup, activation… depending on your business)
First name
Last name
Email
Phone number
Language (optional)

4. Filters or exclusions (optional) — do you have rules to exclude certain records?
Example: exclude opportunities where the "Customer type" field = "B2B"

Copy-paste template for your message:

Trigger object:
Date field:
ID:
Order date:
First name:
Last name:
Email:
Phone number:
Language (optional):
Filters / exclusions:

We take care of the rest

Once we have your information, our team sets up the integration on our side.

Estimated time: 24 to 72 hours after your details are sent.

Updated on: 20/07/2026

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