

{"id":83958,"date":"2019-11-25T03:59:52","date_gmt":"2019-11-25T11:59:52","guid":{"rendered":"https:\/\/www.questionpro.com\/blog\/?p=83958"},"modified":"2019-11-25T03:59:52","modified_gmt":"2019-11-25T11:59:52","slug":"integrate-your-surveys-with-multiple-salesforce-objects","status":"publish","type":"post","link":"https:\/\/www.questionpro.com\/blog\/integrate-your-surveys-with-multiple-salesforce-objects\/","title":{"rendered":"Integrate your surveys with multiple Salesforce objects"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Collecting feedback is considered an important process in customer relationship management. What helps improve it is closing the loop by acting on it and improving the service delivery.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Better customer relationships convert into higher customer engagement, more business, and lesser churn rate. Integrating surveys into CRM systems allows for the measurement of the success or failure of every interaction with the customer. Drilling down into <a href=\"https:\/\/www.questionpro.com\/blog\/pre-sales-survey\/\">sales survey<\/a> responses connected with CRM data can help understand what affects customers\u2019 satisfaction and experience. More importantly, it helps you better prepare your next interaction with them. Taken a step further, surveying customers can offer insights on how your products and services can be cross-sold or enhanced to make your products more attractive to prospective customers.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">QuestionPro provides an easy-to-use interface to create, analyze and integrate online survey data with the Salesforce database. By integrating your QuestionPro account with Salesforce, you can trigger a survey from a Salesforce event and send survey response data to Salesforce.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">What\u2019s new in Salesforce integration with QuestionPro surveys?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">QuestionPro has enhanced Salesforce integration so that users can better utilize their surveys and CRM data to engage with their customers.<\/span><\/p>\n<ol>\n<li><b>oAuth authentication\u00a0<\/b><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">This will allow users to use their Salesforce account without having to release their password. It allows limited access to user\u2019s data and access even when the authorization token expires.\u00a0\u00a0<\/span><\/p>\n<ol start=\"2\">\n<li><b>Map a single survey to multiple objects<\/b><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">You can now push survey data to multiple objects using the same Salesforce connection. This means there will be no need to create different surveys. A single survey will suffice to create mappings and collect responses.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The enhanced Salesforce integration will be available for all the new surveys created. However, existing surveys will continue to integrate with Salesforce with username and password to be entered in the QuestionPro application. These surveys will be able to map to a single Salesforce object.<\/span><\/p>\n<p>If you are interested in learning how integrating your surveys can benefit you, connect with us.<\/p>\n<div class=\"qpblog-hubspot-form center-form\"><!-- [if lte IE 8]>\n<script charset=\"utf-8\" type=\"text\/javascript\" src=\"\/\/js.hsforms.net\/forms\/v2-legacy.js\"><\/script>\n<![endif]--><br \/>\n<script charset=\"utf-8\" type=\"text\/javascript\" src=\"\/\/js.hsforms.net\/forms\/v2.js\"><\/script><br \/>\n<script>\n  hbspt.forms.create({\n\tportalId: \"354042\",\n\tformId: \"d1985fcb-ba49-4875-b39e-768ec69733ca\"\n});\n<\/script><\/div>\n<h2><span style=\"font-weight: 400;\">How to integrate QuestionPro with Salesforce?<\/span><\/h2>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Go to: <strong>Survey<\/strong> &gt;&gt; <strong>Integration<\/strong> &gt;&gt; <strong>Salesforce<\/strong><\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-83986 size-full\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/11\/2019-11-21_1325.png\" alt=\"Survey integration\" width=\"1270\" height=\"539\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enter the connection name and click on the <\/span><b>Save <\/b><span style=\"font-weight: 400;\">button. <\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-83996\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/11\/SF2.png\" alt=\"image\" width=\"1309\" height=\"567\" \/><\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click on the <\/span><b>Sign in with Salesforce<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-84005\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/11\/SF3.png\" alt=\"QuestionPro surveys integration with Salesforce\" width=\"1135\" height=\"295\" \/><\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enter your Salesforce credentials.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-84012\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/11\/SF4.png\" alt=\"Log in salesforce account from questionpro surveys\" width=\"766\" height=\"676\" \/><\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">To map the survey to your Salesforce object, click on <\/span><b>+ Add New Mapping<\/b><span style=\"font-weight: 400;\"> button. This will create a\u00a0 field mapping of the current survey with the Salesforce object.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-84019\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/11\/SF5.png\" alt=\"Add mapping\" width=\"1305\" height=\"551\" \/><\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the action for each new QuestionPro response.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Create New: To create a new record in Salesforce object.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Update Existing: To update an existing record in Salesforce object.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Update if exists, else create new: To avoid duplicate records in Salesforce object.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-84033\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/11\/SF7.png\" alt=\"image\" width=\"1274\" height=\"601\" \/><\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the mapping type for the current survey.<\/span>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Map a question: To map the answer code of the question to the Salesforce field.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Map a custom variable: To map the custom variable value of the response to the Salesforce field. The custom variables available to be mapped are from custom 3 to custom 255.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Map a system variable: To map the system variable values to the Salesforce field. The system variables available to be mapped are ResponseID, Timestamp, Device Data, and Language.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Map answer value: To map the answer value to the Salesforce field.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-84040\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/11\/SF8.png\" alt=\"image\" width=\"1299\" height=\"557\" \/><\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the question\/variable and Salesforce object field from the second drop-down list and select the Salesforce object field from the third drop-down. Use the &#8220;+&#8221; and &#8220;-&#8221; buttons on the right side of each mapping to add or delete a new option. Make sure you have provided mappings to all the required fields, and then click on the <\/span><b>Continue <\/b><span style=\"font-weight: 400;\">button.<\/span><\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\"><span style=\"font-weight: 400;\">\u00a0<\/span><span style=\"font-weight: 400;\">At this point, make sure to collect the survey responses from the Survey URL to send the data to your Salesforce object, else the data will not be pushed to the Salesforce object.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-84071\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/11\/SF9.png\" alt=\"Salesforce survey mapping\" width=\"1345\" height=\"527\" \/><\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">You can go through the list of mappings for the current survey by hovering over each mapping. You can click on the mapping or the <\/span><b>Edit<\/b><span style=\"font-weight: 400;\"> button on the snapshot view to edit a particular mapping.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-84080\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2019\/11\/SF10.png\" alt=\"image\" width=\"1358\" height=\"524\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using Salesforce integration with QuestionPro surveys, you can collect customer feedback in real-time to address their needs quickly and exceed expectations. Automate workflows so that your team can focus on making customers happy.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you need any help with Salesforce integration with surveys or <\/span><a href=\"https:\/\/www.questionpro.com\/enterprise-survey-software.html\"><span style=\"font-weight: 400;\">enterprise feedback management software<\/span><\/a><span style=\"font-weight: 400;\">, get in touch with us. We\u2019d be happy to help!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Collecting feedback is considered an important process in customer relationship management. What helps improve it is closing the loop by [&hellip;]<\/p>\n","protected":false},"author":61,"featured_media":83960,"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":[331,270,187],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Surveys integration with Salesforce | QuestionPro<\/title>\n<meta name=\"description\" content=\"Integrate your surveys with Salesforce and keep track of every interaction with your existing and potential customer. 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