Medallia
Medallia Experience Cloud is a customer feedback management software platform that empowers organizations to improve the customer experience. Connect with Medallia to manage your experience data. You can perform various actions such as send invitations, send experience signals, receive voice of customer data, etc.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Medallia Support |
| URL | https://www.medallia.com/contact-us/ |
| [email protected] |
| Connector Metadata | |
|---|---|
| Publisher | Medallia, Inc. |
| Website | https://www.medallia.com/xchange/medallia-for-dynamics365/ |
| Privacy policy | https://www.medallia.com/privacy-policy/ |
| Categories | Sales and CRM;Business Management |
Medallia's connector for Microsoft allows joint clients with Microsoft Dynamics 365 to gain a complete view of customers. Dynamics 365 users will see enriched CRM data with customer experience insights using a bi-directional flow of information, providing contextual access to experience insights so your customer-facing teams have a more accurate understanding of their account relationships. Our Microsoft connector for Medallia makes it easy to establish a secure, API-based connection between the two systems and with Medallia’s single sign-on support, authorized users are one click away from deeper analytics available in Medallia Experience Cloud. On top of this, prebuilt flows in Power Automate will automatically trigger experience feedback invitations in Dynamics 365. Dynamics 365 users will then be able to follow up with customers by accessing cases, tasks or notifications based on detractor alerts from Medallia.
Prerequisites
In order to use the Medallia Connector you will need to have an account with Medallia. Please contact your representative in Medallia sales or Medallia support for more information.
How to get credentials
A user can get credentials to the Medallia Connector by contacting Medallia Sales or Medallia Support.
Getting started with your connector
Full documentation is available from Medallia Sales or Medallia Support to use with this connector. The connector is designed to work with the Medallia Sample solution that includes triggers on Case Close and Opportunity Close as Won.
Common errors and remedies
If using the Medallia connector with the Medallia Sample Solution, All errors will be captured in the Common Data Universe (DataVerse database)
FAQ
The Medallia Connector is designed to work with Model Driven Power Apps. Please contact your Medallia representative for more information.
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Send Experience Signals |
Connect with Medallia to manage your experience data. |
| Trigger Invitation |
Send Invitation Request on Case and Opportunity Closure. |
Send Experience Signals
Connect with Medallia to manage your experience data.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Service ID
|
Service | True | string |
The Service ID to use on the request. |
|
Customer Instance URL
|
Instance-URL | True | string |
The Customer Instance URL or Company to use on the request. |
|
|
object |
Returns
Trigger Invitation
Send Invitation Request on Case and Opportunity Closure.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Service ID
|
Service | True | string |
The Service ID to use on the request. |
|
Customer Instance URL
|
Instance-URL | True | string |
The Customer Instance URL or Company to use on the request. |
|
|
object |