Configuring a Salesforce Integration

How to configure a Salesforce integration?

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

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

Go To:

  • Login »  Surveys »  Integration »  Salesforce
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 QuestionPro system to access Salesforce.com and store survey responses.
Survey Software Help Image
Survey Software Help Image
After the connection is verified Object Mapping section appears
Survey Software Help Image

Type of Salesforce Objects available

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

Survey Software Help Image
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 »  Salesforce
Survey Software Help Image
  • A link is provided with custom variables for your Salesforce.com email campaign. The link contains an ID for the survey hosted at QuestionPro 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, QuestionPro 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, QuestionPro automatically tallies the data and passes it back to Salesforce.com.

Data type

In QuestionPro 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 TypeSalesForce Field Type
Multiple Choice Select OneNumber
Multiple Choice Select ManyPick list select many
Open Ended questionsText
Multi Point scalesNumber
Constant SumText
Date/TimeText
Contact InformationText
Dynamic Lookup TableText
Please note that some question types will require more than one field. For example the multipoint scale will need one field per row

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