What do you need to do in order to finalize the Salesforce integration with Qualtrics?

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To finalize the Salesforce integration with Qualtrics, refreshing your account is necessary to ensure that the newest data and configurations from Salesforce are updated in Qualtrics. This refresh action allows the system to pull in any changes that were made during the integration setup, making sure that all elements necessary for the integration are fully activated and operational.

By refreshing the account, you enable the synchronization of data between the two platforms, which is critical for seamless functionality. This ensures that the information exchange between Qualtrics and Salesforce works correctly, allowing for features like automated data transfers and accurate reporting based on the integrated datasets. Thus, refreshing the account serves as a vital step in the integration process.

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