How to Connect Qualtrics with Salesforce

Updated on:

May 12, 2026

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Use this interactive demo to learn how to install the Qualtrics integration from Salesforce AppExchange.

Quick summary

The Qualtrics Salesforce integration is installed directly through Salesforce AppExchange, allowing teams to connect customer experience data with their CRM in just a few steps. This guide walks through the full installation process, from finding the listing to confirming the package in Installed Packages.

Steps

Go to Salesforce AppExchange and search for Qualtrics - Customer Experience.
Click the Try It Free button on the listing page.
Select Try in your sandbox to begin the sandbox installation.
Verify your account information and click Continue to Installation.
Click Log In & Install to sign in to your Salesforce account.
Click Use Custom Domain to enter your Salesforce domain.
Enter your custom domain name and click Continue.
Choose who you are installing the app for and click Install.
Grant Third Party Access and click Continue.
Find your installed app under Settings > Advanced Setup > Installed Packages.

📌 Why this matters

Connecting Qualtrics to Salesforce lets revenue and CX teams surface real-time customer experience data directly inside their CRM, eliminating manual data transfers and blind spots. The Qualtrics Salesforce integration enables teams to trigger surveys from Salesforce workflows, close the feedback loop faster, and make customer sentiment actionable at every stage of the sales and service cycle. For organizations already invested in Salesforce, adding Qualtrics through AppExchange is the fastest path to unified customer intelligence without additional infrastructure.

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