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

Set Default Business Unit

How to set a default business unit in the Trustpilot Connector for Salesforce app

PreviousBusiness UnitsNextDefault Settings

Last updated 4 years ago

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How to set the default business unit

The fourth step in the setup wizard is used to set the default business unit the Trustpilot Connector app will use as part of the built-in automation for sending invitations.

Select a business unit from the Select Business Unit drop-down list.

Once selected, the app will start the synchronisation process for the invitation templates and locations for the selected business unit.