What will happen if you do not refresh your account after setting up Salesforce integration?

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If you do not refresh your account after setting up Salesforce integration, no information will be synced. This is because the initial setup requires a refresh to establish a connection between Qualtrics and Salesforce, enabling data exchange. If this step is skipped, the integration does not activate, and as a result, no data from Salesforce can flow into Qualtrics or vice versa.

For effective integration and data synchronization, it’s crucial to perform this refresh operation, as it ensures that the systems are communicating and sharing information as intended. Without executing this step, the integration remains inactive, preventing any data updates or retrieval.