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After developing the survey using QuestionBuilder's web-based wizard interface, the mapping between the survey and a Salesforce.com object needs to be defined.
Application Integration is required for QuestionBuilder 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 QuestionBuilder / Salesforce.com integration are as follows:
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Go To:
- Login » Surveys » (Select Survey) » Integration » Salesforce.com CRM
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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 QuestionBuilder system to access Salesforce.com and store survey responses.
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Define the mapping between survey data at QuestionBuilder and fields in your Salesforce.com database.
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Select the type of object that you would like to map to in your Salesforce.com database.
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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.
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After defining the Salesforce.com object, each question will have a link for mapping that question to a Salesforce.com object.
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A link is provided with custom variables for your Salesforce.com email campaign. The link contains an ID for the survey hosted at QuestionBuilder 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, QuestionBuilder will capture their survey responses and also populate your Salesforce.com system with the survey results.
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The next step is to create a communication template in Salesforce.com containing the customized link. For assistance on generating the correct link, please reference the help item below. For help creating a communication template, you may reference the help item below or your Salesforce.com documentation.
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The final step is inviting respondents to take the survey. If the link to your survey has been configured correctly, QuestionBuilder 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. So you can map all close ended (select) type questions to an Number data type in SFDC 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. For multiple select questions you can map them to Number data type or as Boolean data type. Open ended text type questions are saved as string and can be mapped to Text data type.
Learn more about how to set integration with SalesForce from this short video:
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