Salesforce Integration

Please follow the steps below to connect your QuestionPro survey to Salesforce:

• Go to: Survey >> Integration >> Salesforce

• Enter the desired name of the connection and click on Save button.

Note: You can switch ON the Sandbox toggle to connect to Salesforce Sandbox environment but Sandbox connection is an Enterprise Edition feature.
• Click on the Sign in with Salesforce button.

• The OAuth page will be opened up in the new window. Enter your Salesforce username and password and click on Login button.

• After creating a connection you will need to map the survey to your Salesforce object. Click on + Add New Mapping button to add the field mapping for the current survey.

• Select the action you want to perform on each new QuestionPro response from the first drop-down:
  1. Create New: To create new record in Salesforce object.
  2. Update Existing: To update existing record in Salesforce object.
  3. Update if exists, else create new: To avoid duplicate records in Salesforce object.

• Select your Salesforce object in the second drop-down and click on Continue button.

• In the next screen, select the mapping type for the current survey from the first drop-down:
  1. Map a question: To map the answer code of the question to Salesforce field.
  2. Map a custom variable: To map custom variable value of the response to Salesforce field. Available custom variables are from custom3 to custom 255.
  3. Map a system variable: To map the system variable values to the Salesforce field. Available system variables are ResponseID, Timestamp, Device Data, Language and Survey Name.
  4. Map an answer value: To map the answer value to the Salesforce field.
  5. Pull Data: To pull existing data from Salesforce record and use it within the survey. (This is only available under Update Existing mapping)

• Select the question or variable from the QuestionPro survey in the second drop-down, and select the Salesforce object field in the third drop-down. Use the '+' and '-' buttons on the right side of each field mapping to add or delete options, respectively. Ensure you have provided mappings for all the required fields, then click on the Continue button.

Note: Please make sure to collect the responses for your survey from the Survey URL provided inside the mapping to send the data to your Salesforce object other wise the data will not be sent to your Salesforce object, it will remain in your QuestionPro account.
• After configuring the mappings you will be available with a list of mappings created for that survey. You can go through all the mappings for that survey by using the snapshot view by hovering over each mapping. You can click on the mapping or the Edit button on the snapshot view to edit that particular mapping.

Please follow the steps below to troubleshoot your Salesforce integration with QuestionPro survey:

Go to: Survey>>Integration>>Salesforce>>Your Mapping>>Logs

Here you can view all the logs against each and every responseID along with their status and error message if any.

Repost: This will allow you to fetch the data for the same responseID once you have rectified the error. Also, at the same time the system will update the status.

Bulk Repost: Say for example you have received 100 responses but due to poor mapping you could not fetch the data. No worries you can now rectify the issue and perform repost in bulk by selecting all response ID.

Search: You can search a particular response ID using the search engine.

Filter: You can also filter the response based on their status as All, Success, Failed and Response Deleted.

Yes, user will be notified through email on the registered email address with all the details like, survey ID, Mapping name, response ID with error details. To avail this feature you will have to switch on the toggle button for Error Notifications.

Yes. You can push the survey responses to multiple Salesforce objects. To achieve the same you'll have to,

• Keep all the mappings within the survey on "Create New" records mode
• Use the anonymous or tracked survey links instead of the survey link present inside the mappings

No, Salesforce integration is not available for shared surveys. Only the survey owner can integrate their survey with Salesforce.