Customers can now enable the ability to send completed questionnaires to Salesforce (SFDC). This feature lets you share a completed questionnaire from SafeBase to the linked Salesforce account. It is designed to close the handoff gap between the person completing the questionnaire in SafeBase and the sales or solutions team that works in Salesforce.

Additional Notes:

After this setting is enabled, sharing becomes available on eligible completed questionnaires.

If you do not see this setting, your organization likely does not have Salesforce connected in SafeBase yet.

Once the feature is enabled, you can send a completed questionnaire file to Salesforce from the questionnaire itself.

If you make changes after a questionnaire has already been shared, you can share it again to send the latest completed file to Salesforce.

SafeBase includes a share-status view for Salesforce shares so you can review recent share activity.

The share action may appear disabled in some cases.

After you share a completed questionnaire, the file is uploaded to the linked Salesforce account. Uploads may take a few minutes to appear in Salesforce, so you may not see the file immediately after sharing.

Access to the uploaded file inside Salesforce depends on your Salesforce-side permissions and file visibility settings.

Make sure your organization has Salesforce connected. The setting only appears for customers with a Salesforce connection.

Check whether the questionnaire's associated account is linked to a Salesforce account.

Wait a few minutes and check the linked Salesforce account again. Uploads may take a short time to appear.