Salesforce.com Integration – AppExchange Edition
How do I integrate my survey data with Salesforce.com?
Currently QuestionPro allows you to automatically integrate survey data with objects in your Salesforce.com account. Using the QuestionPro mapping tool, you may link survey data from the QuestionPro system to fields in your Salesforce.com database. It is possible to map your survey data to any of the following Salesforce.com fields:
- Standard fields on Standard Salesforce.com objects.
- Custom fields on Standard Salesforce.com objects.
- Custom fields on Custom Salesforce.com objects.
How could I utilize this integration for my company?
The QuestionPro / Salesforce.com integration effectively gives you the ability to seamlessly integrate online survey responses with your Salesforce.com database. For example, the data collected via a follow up customer satisfaction survey could automatically be appended to a custom field on a Case called satisfaction. With the addition of this information, you could produce satisfaction reports in Salesforce.com segmented by account representative, location, product, etc.
How does the integration actually work?
First you create a survey at QuestionPro. Next, you identify or create fields in Salesforce.com that you would like to use for storing survey data. The final step in the set-up is mapping each survey question to a field in Salesforce.com. QuestionPro provides a simple point and click interface allowing you to match a question in a survey to a field in Salesforce.com. Each time a respondent completes the online survey, the data is automatically recorded by QuestionPro and posted back to your Salesforce.com database in real-time.
Where is the survey hosted?
QuestionPro is a 100% web-based system. The system is accessed using a standard web browser. QuestionPro includes a simple wizard interface for administering online surveys. All surveys are automatically hosted on our servers. Similar to Salesforce.com, QuestionPro does not require any hardware or software.
Do I need to have a “Special” Salesforce.com Account for this?
Not all Salesforce Accounts support enterprise integration — Check with your SalesForce representative to confirm you have access to the “Enterprise – sForce API”
What does salesforce Error Code: API_DISABLED_FOR_ORG mean?
This means that application integration is not supported for your Salesforce edition. Please check with your SalesForce representative to confirm and upgrade your Salesforce account.
Where can I access the Salesforce Integration option in QuestionPro?
Can I map QuestionPro Custom Variables to elements (Custom Object,Fields etc.) on Salesforce?
Yes. In the Data Mapping screen, choose the QuestionPro Custom Variable and map it to any of the fields on your Salesforce Object.
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