{"id":1053570,"date":"2026-01-16T11:07:20","date_gmt":"2026-01-16T18:07:20","guid":{"rendered":"https:\/\/www.questionpro.com\/blog\/?p=1053570"},"modified":"2026-01-12T11:11:39","modified_gmt":"2026-01-12T18:11:39","slug":"pesquisas-com-o-salesforce","status":"publish","type":"post","link":"https:\/\/www.questionpro.com\/blog\/pt-br\/pesquisas-com-o-salesforce\/","title":{"rendered":"Como criar pesquisas com o Salesforce?"},"content":{"rendered":"\n<p>O Salesforce \u00e9 uma ferramenta poderosa que permite \u00e0s empresas gerenciar suas vendas e expandir seus neg\u00f3cios para n\u00edveis mais elevados. \u00c9 especialmente \u00fatil para empresas que desejam continuar crescendo, gra\u00e7as \u00e0 ampla variedade de recursos que oferece. Por isso, hoje queremos falar sobre <strong>pesquisas com o Salesforce<\/strong>.<\/p>\n\n\n\n<p>Voc\u00ea pode coletar dados de pessoas no CRM usando pesquisas. Esse recurso est\u00e1 dispon\u00edvel para usu\u00e1rios com licen\u00e7as <strong>Developer, Enterprise, Performance e Unlimited<\/strong>. No entanto, as pesquisas nativas do Salesforce apresentam algumas limita\u00e7\u00f5es que podem n\u00e3o atender \u00e0s necessidades de projetos profissionais ou mais avan\u00e7ados, como:<\/p>\n\n\n\n<ul>\n<li>Apar\u00eancia<\/li>\n\n\n\n<li>Controles de seguran\u00e7a<\/li>\n\n\n\n<li>Quest\u00f5es avan\u00e7adas<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Funcionalidades das pesquisas com o Salesforce<\/h2>\n\n\n\n<p>Atualmente, o QuestionPro permite integrar automaticamente os dados de pesquisa com objetos do Salesforce.com.<\/p>\n\n\n\n<p>Com a ferramenta de mapeamento, voc\u00ea pode vincular os dados da pesquisa do seu sistema ao seu banco de dados e atribuir as informa\u00e7\u00f5es da <a href=\"https:\/\/www.questionpro.com\/pt-br\/?\">pesquisa <\/a>a qualquer um dos seguintes campos do Salesforce.com:<\/p>\n\n\n\n<ul>\n<li>Campos de objeto padr\u00e3o do Salesforce.com<\/li>\n\n\n\n<li>Campos de objeto personalizados no Salesforce.com padr\u00e3o<\/li>\n\n\n\n<li>Campos de objeto personalizados no Salesforce.com personalizado<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Como funciona a integra\u00e7\u00e3o de pesquisas com o Salesforce?<\/h2>\n\n\n\n<p>A <a href=\"https:\/\/www.questionpro.com\/pt-br\/integrations\/\">integra\u00e7\u00e3o entre QuestionPro e<\/a> Salesforce permite que voc\u00ea adicione facilmente as respostas das suas pesquisas online a um banco de dados do Salesforce.com.<\/p>\n\n\n\n<p>Por exemplo, os dados coletados por meio de uma pesquisa de satisfa\u00e7\u00e3o do cliente podem ser adicionados automaticamente a um campo personalizado chamado \u201csatisfa\u00e7\u00e3o\u201d. Com essas informa\u00e7\u00f5es, voc\u00ea pode gerar relat\u00f3rios de satisfa\u00e7\u00e3o no Salesforce.com segmentados por representante de contas, localiza\u00e7\u00e3o, produto e muito mais.<\/p>\n\n\n\n<p>O processo funciona da seguinte forma:<\/p>\n\n\n\n<ol>\n<li>Primeiro, <a href=\"https:\/\/qpbr.questionpro.com\/a\/TakeSurvey?tt=eX86F9bFHggECHrPeIW9eQ%3D%3D&amp;_gl=1*deunsl*_gcl_aw*R0NMLjE3NjQwODA1NDEuQ2owS0NRaUF4SlhKQmhEX0FSSXNBSF9KR2pqRW5peVFQMmtRVUlWOTgzamw2N2JMWnJ6bnhTWHExUGtaSGhGZGk5Nng0aTRVZmdsZTQ4WWFBc3VTRUFMd193Y0I.*_gcl_au*MTg3NjU3NjIyOS4xNzYyNzg3Mjkz\">crie uma pesquisa no QuestionPro.<\/a><\/li>\n\n\n\n<li>Em seguida, identifique ou crie campos no Salesforce.com que voc\u00ea gostaria de usar para armazenar os dados da pesquisa.<\/li>\n\n\n\n<li>A etapa final da configura\u00e7\u00e3o \u00e9 atribuir cada pergunta da pesquisa a um campo no Salesforce.com.<\/li>\n<\/ol>\n\n\n\n<p>O QuestionPro oferece uma interface simples e intuitiva que permite associar cada pergunta da pesquisa a um campo correspondente no Salesforce.com.<\/p>\n\n\n\n<p>Sempre que um respondente conclui a pesquisa online, as informa\u00e7\u00f5es s\u00e3o registradas automaticamente e em tempo real no banco de dados.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Como criar pesquisas com o Salesforce<\/h2>\n\n\n\n<p>Na QuestionPro, oferecemos a possibilidade de sincronizar nosso software especializado em pesquisas com a ferramenta Salesforce, permitindo que voc\u00ea aproveite o melhor das duas plataformas e impulsione seu neg\u00f3cio.<\/p>\n\n\n\n<p>Para realizar pesquisas com o Salesforce, siga estes passos:<\/p>\n\n\n\n<ol>\n<li>Acesse sua conta QuestionPro.<\/li>\n\n\n\n<li>V\u00e1 at\u00e9 a se\u00e7\u00e3o <strong>Integra\u00e7\u00f5es<\/strong>; l\u00e1 voc\u00ea encontrar\u00e1 rapidamente a integra\u00e7\u00e3o com o Salesforce.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"721\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2026\/01\/image-1024x721.png\" alt=\"\" class=\"wp-image-1053571\" srcset=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2026\/01\/image-1024x721.png 1024w, https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2026\/01\/image-300x211.png 300w, https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2026\/01\/image-768x541.png 768w, https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2026\/01\/image.png 1342w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Insira seu nome de usu\u00e1rio e senha do Salesforce, juntamente com o token de seguran\u00e7a mais recente. Clique no bot\u00e3o Verificar conex\u00e3o.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"300\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2026\/01\/image-1.png\" alt=\"\" class=\"wp-image-1053586\" srcset=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2026\/01\/image-1.png 900w, https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2026\/01\/image-1-300x100.png 300w, https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2026\/01\/image-1-768x256.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/figure>\n\n\n\n<p>Para atribuir uma vari\u00e1vel personalizada do QuestionPro a um item no Salesforce:&nbsp;<\/p>\n\n\n\n<ul>\n<li>Acesse Aloca\u00e7\u00e3o de Dados<\/li>\n\n\n\n<li>Escolha a vari\u00e1vel personalizada QuestionPro<\/li>\n\n\n\n<li>Atribua-o a qualquer um dos campos do seu objeto do Salesforce.<\/li>\n\n\n\n<li>Clique em Salvar atribui\u00e7\u00e3o de fluxo de dados.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>A integra\u00e7\u00e3o de pesquisas com o Salesforce permite sincronizar facilmente suas pesquisas online.&nbsp;<\/p>\n\n\n\n<p>Se tiver alguma d\u00favida sobre como usar este ou outros recursos da nossa plataforma, entre em contato conosco e nossa equipe o ajudar\u00e1 imediatamente.&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>O Salesforce \u00e9 uma ferramenta poderosa que permite \u00e0s empresas gerenciar suas vendas e expandir seus neg\u00f3cios para n\u00edveis mais [&hellip;]<\/p>\n","protected":false},"author":42,"featured_media":1053602,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"categories":[1954],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Como criar pesquisas com o Salesforce?<\/title>\n<meta name=\"description\" content=\"Aqui vamos falar sobre pesquisas com o Salesforce de forma simples e r\u00e1pida.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.questionpro.com\/blog\/pt-br\/pesquisas-com-o-salesforce\/\" \/>\n<meta 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