Salesforce is one of the dominant and robust CRM out there. Now you can send your Survicate data to create automated scenarios across multiple teams.

What you can do with Survicate + Salesforce integration?

The integration allows you to:

  • Map survey responses to any field in your Salesforce Standard Objects (Lead, Contact, Company, Opportunity, Case, etc) and any Custom Objects you created.
  • Embed surveys in emails sent upon closing a case to get feedback about your Support team performance.
  • Generate new leads or contacts from your website with Survicate targeted contact forms right from your website.
  • Collect survey data to move Leads along the pipeline

❗️Currently, Salesforce integration is only supported for Salesforce CRM (Sales Cloud) users.

📌Salesforce integration is available as a premium integration. If you are interested in testing this integration contact sales, or reach out to our team from live chat. We can set up a 1-1 call to guide you through the steps of enabling the integration.

How to enable Salesforce integration

To integrate with your Salesforce account go to Settings > Integrations, then View Salesforce:

And Connect to Salesforce:

You will be redirected to a Salesforce page, where you will need to provide your credentials.

As you can see on the screen above you can enable Salesforce integration on your Sandbox environment, so you can test how integration affects your processes first. Just remember to change for Production before launching your survey to your audience!

Survey level integration

If you want to update your Salesforce Objects with your surveys, you need to enable integration on the survey level. 

1. When you have integration enabled to create a survey or go to the existing one and click Send answers to this question to SalesForce. 

2. Then pick the Object you want to update and Field you want to fill. We will automatically add all the data gathered to fields connected to the specific email.

❗️Remember that if you have data validation for a particular field enabled, we won't be able to send data if it doesn't match the rules (ex. we can't send a text to number fields, email address to a date field, etc.)

You can update as many objects and fields with one question as you want. Simply click "Configure next field"

❗️We work only on existing objects and fields so if you want to add answers as values to custom fields you need to go to Object manager and pick the object you want to update.

Go to fields & relationships, and add a new field. 

We recommend using the text as a data type for any of your surveys.

As soon as you create a new field, it will be available for you in the dropdown list.

3. Head over to the Share tab of your survey, and at the bottom of the page, you'll see Salesforce-aware URL settings.
We are able to pass the values to Salesforce objects (Contacts, Opportunities, Leads, etc.) based on the email field. But you can choose to capture more information directly from your survey URL.

❗️Please note that you need to add the corresponding objects to the survey URL if you want to pass values to a particular object.
For example, if you are going to send the survey to your Leads, and pass values to lead object fields, you will need to capture the email field of the lead object {!Lead.Email}. We can't collect contact email object and pass values to lead fields, and vice-versa.
Similarly, if you choose to push survey responses to the objects Account and Case, you need to add these merge-tags to the URL. 

Sending static values to SalesForce

Despite updating fields, we can also add static values for every person that responded specific survey. To do it, you need to go to Settings > SalesForce integration and click the checkbox. Then pick the object and field you want to send a value to.

Here you can also choose several objects and fields to send values too!

Test the integration

1. Create a survey to send via a Salesforce email
2. Add your survey to your Salesforce template and save the template.
3. Create a new contact to test the integration from Contacts > New contact. You can also create a new lead, but for this demonstration, we'll be using a contact object.

4. Go to the contact view and pick the test account you've just created. Click Send a list email (emails sent from contact record view currently are not supported).  

5. Insert the survey template and send the email. After you've answered the survey you've received to your test account, you will be able to see the selected properties updated in your Salesforce Contact (or Lead) profile under Details! 

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