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Salesforce integration setup tips for enterprise accounts?

ivy_pace_31239

Trying to get segments right for our SMB tier. The defaults don't quite fit. What did you change?

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wade_vance_9afdf

We measure the health score weekly now and it's made response routing decisions much easier.

zoe_pratt_efdb3

+1. The Zapier step is where ours kept breaking.

diego_vance_dc1fe

We hit this too. Scoping CSAT surveys to trial users first made it manageable.

sofia_ng_552ab

We hit this too. Scoping journey mapping to self-serve users first made it manageable.

nadia_trin_8a6a7

Worth checking your the health score window. Ours was skewed until we narrowed it.

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