Integrating with Salesforce
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Integrating with Salesforce

We are no longer selling the Salesforce integration

The Salesforce integration allows you to pull data in from your Salesforce account to populate your surveys and push data back to Salesforce. For example, set up a survey that asks respondents for contact information and creates contact records in Salesforce. Then send out follow up surveys that pull from Salesforce and allow respondents to view and update this information and pushes any updates back to Salesforce.

You can also trigger automations from Salesforce and import contacts from Salesforce to your contacts list.

VIDEO: Salesforce Integration

Pushing and Pulling Data Between Salesforce and FluidSurveys

Step 1: Authorize your Salesforce Account

  1. Select Integrations from the Tools menu.
  2. Click + New Integration and select Salesforce.
  3. Indicate if you are authorizing a sandbox or production account and authorize your Salesforce account.

Step 2: Select a Survey

In order to configure Salesforce to push or pull data, you need to have a survey created to push or pull data to or from. Create or select the survey you want to use. Make sure you have added the questions this information will be pushed from or pulled to. If you will be transferring information from or to your address book, make sure you’ve added any needed custom fields to your contacts.

Step 3: Configure and Map Fields

  1. Select the survey from your dashboard that you’d like to use with Salseforce.
  2. Click the settings icon settings and click Salesforce.
  3. Select the Salesforce object you would like to push or pull data from or too from the Object Type drop down. For example, if you are using a survey to add contacts to Salesforce, select Contact.
  4. From the Action menu select either a Push Action, Pull Action or Push & Pull. Push actions send data to Salesforce, pull obtain, and a push & pull action will bring in data from Salesforce and replace it with a new value if a respondent updates it.
  5. Click the Configure button and click + Add Mapping in the window that opens. Map the fields for the Salesforce object to fields in your survey. For example, for a contact in Salesforce you can map the Email field to either your FluidSurveys invite email or a question in your survey that asks for a respondent’s email address.
  6. Continue to map necessary fields using the + Add Mapping button and click Done when finished.
  7. Click Save Salesforce Config.

Your survey will now push data to Salesforce when respondents take it. If you are also pulling data from Salesforce, continue to the next step.

Step 4: Add GET Variables to Pull Data

If you are creating a pull event, you need to add a GET variable for each Saleforce object you are pulling from to the survey deploy URL. The GET variable’s value should be the Salesforce id of the object to be pulled from. For example, if you are sending a survey to Salesforce contacts and you want them to be able to view and edit their contact info, add each contact’s Salesforce ID to the end of their invite email.

By default, each Salesforce action uses the following GET variable, {{ get_variable.sfID }}. If you are configuring multiple objects you may want to replace the “sfID” with something more descriptive. For example, use {{ get_variable.contactID }} to pull data for your Salesforce Contacts.

To edit your GET variable and add it to survey links:

  1. Click the Configure button for the Salesforce action you want to edit.
  2. Edit the code in the Object id field. For example, change {{ get_variable.sfID }} to {{ get_variable.contactID }}.
  3. Click Done and Save Salesforce Config.
  4. Append ?contactID=contact_id to the end of each deploy link, where contact_id is the Salesforce id for the contact you are sending the survey to. If you are pulling from multiple Salesforce fields in a single survey, you can combine your GET ids with an “&”. For example ?contactID=contact_id&caseID=case_id.
TIP! The Salesforce id for an object can be copied from the end of the URL (the string of numbers and letters following the last “/”) when you are viewing that object in Salesforce. Add this as the value of a GET variable in your deploy link to pull data from Salesforce into your survey.