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How to configure a Salesforce integration?
After developing the survey using SurveyConsole's web-based wizard interface, the mapping between the survey and a Salesforce.com object needs to be defined.
Application Integration is required for SurveyConsole to integrate with your SalesForce account. Not all SalesForce Editions allow application integration. Please check with your SalesForce representative if your account has access to Application Integration.
The steps for implementing the SurveyConsole / Salesforce.com integration are as follows:
Go To:
- Login » Surveys » Apps » Custom Apps » Salesforce.com
Enter your Salesforce.com login details. Your Salesforce.com account must have the Salesforce API enabled. Contact your Salesforce.com representative for details. This login information is used by the SurveyConsole system to access Salesforce.com and store survey responses.
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Define the mapping between survey data at SurveyConsole and fields in your Salesforce.com database.
Select the type of object that you would like to map to in your Salesforce.com database.
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Once you map the object, QuestionPro provides you with the Salesforce.com CRM Link. This link needs to be used in a SalesForce template so that it can be updated.
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Note: If you plan on mapping to custom objects or custom fields in Salesforce.com, you will need to create them in Salesforce.com and revisit this mapping screen.
After defining the Salesforce.com object, each question will have a link for mapping that question to a Salesforce.com object.
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- A link is provided with custom variables for your Salesforce.com email campaign. The link contains an ID for the survey hosted at SurveyConsole as well as an ID for the Salesforce.com object. Using this link, you can send invitations to your contacts in Salesforce.com to take a survey. When a respondent clicks on the link, SurveyConsole will capture their survey responses and also populate your Salesforce.com system with the survey results.
- The next step is to create an E-mail template in Salesforce.com containing the customized link. For assistance on generating the correct link, please reference the help item below. For help creating an E-mail template, you may reference the help item below or your Salesforce.com documentation.
- The final step is inviting respondents to take the survey. If the link to your survey has been configured correctly, SurveyConsole automatically tallies the data and passes it back to Salesforce.com.
Data type
In SurveyConsole all close ended (select type) question types are saved as integer. You can map all close ended (select type) type questions to a number field in SalesForce with 0 decimal places, and usually 1 for length unless there is more than 9 responses to that particular question is which case you will need to set a length of 2 or more. Text questions can be saved as a text field. A complete collection of all the question types and their fields are as below:
| Question Type | SalesForce Field Type |
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| Multiple Choice Select One | Number |
| Multiple Choice Select Many | Pick list select many |
| Open Ended questions | Text |
| Multi Point scales | Number |
| Constant Sum | Text |
| Date/Time | Text |
| Contact Information | Text |
| Dynamic Lookup Table | Text |
Please note that some question types will require more than one field. For example the multipoint scale will need one field per row
Learn more about how to set integration with SalesForce from this short video:
Note: We do not suport SalesForce Sandbox accounts.
License & Access Options
This feature/tools described here are available with the following license(s) :
- Team Edition
- Unlimited Surveys, Questions, Responses
- Advanced Toolset and Features
- No Long Term Commitment
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