Trustpilot Connector for Salesforce
  • Welcome
  • Installation
  • Setup
    • Setup Wizard
    • Setup Users
    • Authorisation
    • Business Units
    • Set Default Business Unit
    • Default Settings
    • Configure Automation
    • Synchronisation Mode
    • Sync Now
  • Automation
    • Invitation Automation
    • Advanced Automation
  • User Interface
    • Page Layouts
    • Lightning Record Pages
    • Custom Product Fields
  • Reviews
    • Service Review
    • Product Review
  • FAQs
    • Frequently Asked Questions
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  1. Setup

Configure Automation

How to automate invitations using the Trustpilot Connector app

PreviousDefault SettingsNextSynchronisation Mode

Last updated 4 years ago

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The sixth step in the step in the setup wizard enables you to configure built-in invitation automation

Using the Configure Automation button you can access the built-in invitation automation wizard

To learn more about how to use the built-in invitation automation wizard for sending invitations or how to configure more advanced automated processed, please referer to the Automation section:

Automation