The SurveyConsole Survey custom object is an exceptional case used to integrate survey data with Salesforce.com. This scenario is activated by using a custom object in Salesforce.com that includes the string 'QPRO_Survey' in the Object Name.
This strategy for integration is useful in situations where there is a preference to collect survey data in an object that is separate from the objects currently utilized in the Salesforce.com system. For example, rather than populating an existing case object in Salesforce.com with survey data, you may create a SurveyConsole Survey object that links to other objects in Salesforce.com.
The SurveyConsole system behaves differently for a SurveyConsole Survey Object by creating a new instance of the SurveyConsole Survey Object when posting to Salesforce.com, rather than populating an existing instance of an object in Salesforce.com. In other words, rather than looking up a case using the Salesforce.com Object ID, the SurveyConsole system will create a new instance of a SurveyConsole Survey Object and link that to an existing instance of another object in Salesforce.com through the required field Reference_ID.
Steps for Implementing the SurveyConsole Survey Object
Create a custom object named as follows:
Steps for creating a Custom Object:
1. Open the settings page of the SalesForce account.
4. Enter the label as .Survey. and the Plural as "Surveys".
6. Save the custom object.
Adding fields to a custom object.
Once the object is created two custom fields are required which are "Reference_ID" and "Response ID".
These fields can be added by navigating the settings page to Create >> Objects and clicking on the object name.
The "Reference_ID" field can either be a numeric field or a relationship field tied to a different object. It must be noted that these fields are required fields and would be needed to save the responses.
If the "Reference_ID" field is used as a relationship field then the invitation will need to be acquired from the relation object. If it is a numeric field then the custom2 variable in the SalesForce link from SurveyConsole can use any value.
The "Response_ID" field is the second field that is required and is set up as a numeric field. The field is used to capture the response ID from SurveyConsole and update it in SalesForce.
Similarly create Response_ID field. The "Response_ID" field is the second field that is required and is set up as a numeric field. The field is used to capture the response ID from SurveyConsole and update it in SalesForce.
Once these two fields are set up all other fields that will be required are created and a standard integration is set up on SurveyConsole to the object.
License & Access Options
This feature/tools described here are available with the following license(s) :