Logging into Vista from Salesforce
Description: Describes how to login to Vanguard Vista from Salesforce.com through the Vista Survey AppExchange app.
Once you've installed the Vanguard Vista Survey Salesforce application, you can log into your Vista account from Salesforce. Here's how:
- In Salesforce, click the Force.com App Menu, and click Vista Surveys.
The tabs for the Vanguard Vista Survey app display.
- Click the Manage Surveys tab.
- In Existing Users, click the Login link.
The Logon Information window displays.
- Enter your Vista username and password and click OK.
The following animation will walk you through the procedure for logging into Vista from Salesforce:
When you log in to Vista through Salesforce, Salesforce passes your session information into Vista to enable Vista to communicate with Salesforce. Make sure that you are logged in as a user that has access to the Vista Surveys app if you plan to transfer results from Vista to Salesforce in this session.
The Salesforce functionality in Vista is only enabled when you log in through Salesforce. Note that you can log in to your account through the Vista Web site and have access to all of your surveys and responses, but the Salesforce functionality will only be enabled if you enter Vista through Salesforce.