Lessons
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(ARCHIVED) B2B Account Management Command Center
45 min
Course Overview
Introduction to the Account Management Command Center
What is the Account Management Command Center ?
4 min
Video: Overview of the Account Management Command Center
2 min
Integrating Your Account Data with Qualtrics
Extracting Account Data from SFTP Server
7 min
Saving Account Data to Qualtrics
5 min
Extracting Account Data from Salesforce
7 min
Video: How to Import Data from Salesforce to Qualtrics
2 min
Automating B2B Distributions with the XM Directory Task
5 min
Video: Setting Up XM Directory Task for Automated B2B Distributions
2 min
Viewing B2B Account Data in the XM Directory
Viewing Account Data in the XM Directory
3 min
Video: Accessing the Accounts Tab in the XM Directory
3 min
Configuring a Strategic Accounts Widget
5 min
Video: How to Create a Strategic Accounts Widget
2 min
Saving Account Data to Qualtrics
