Solutions

CRM Integraion - Salesforce.com

Configuring a Salesforce Integration

How to configure a Salesforce integration?

After developing the survey using SurveyAnalytics's web-based wizard interface, the mapping between the survey and a Salesforce.com object needs to be defined.

Application Integration is required for SurveyAnalytics 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 SurveyAnalytics / Salesforce.com integration are as follows:

Go To:

Login » Surveys » Integration » Cloud Connectors » 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 SurveyAnalytics system to access Salesforce.com and store survey responses.

1. Screenshot

After the connection is verified Object Mapping section appears

2. Screenshot

Type of Salesforce Objects available

Select the type of object that you would like to map to in your Salesforce.com database.

3. Screenshot

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.

Mapping can be done from

Login » Surveys » Integration » Cloud Connectors » Salesforce.com

4. Screenshot

A link is provided with custom variables for your Salesforce.com email campaign. The link contains an ID for the survey hosted at SurveyAnalytics 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, SurveyAnalytics 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, SurveyAnalytics automatically tallies the data and passes it back to Salesforce.com.

Data type

In SurveyAnalytics 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
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

Question Type

SalesForce Field Type

Multiple Choice Select One

Number

Multiple Choice Select Many

Pick list select many

Open Ended questions

Text

Multi Point scales

Number

Constant Sum

Text