Salesforce Survey Integration

Seamlessly pass survey data to Salesforce with our native integration

Survey tools that integrate with Salesforce

Our integration enables any user to pass data from SmartSurvey to any object in Salesforce. Through the intuitive interface you can pick what information you want to pass in just a couple clicks.

Instantly add survey data to Salesforce such as NPS, Customer Effort Scores and Customer Satisfaction feedback to contact records.

Pass any response to any object, the potential is endless.

Connecting a survey to Salesforce

Account integration couldn’t be simpler

You can connect to Salesforce with just a few clicks. No need for codes and keys.

Each integration can push data into a Salesforce object

Using the Insert, Update, or Upsert functions, there’s huge flexibility in how you pass survey data to Salesforce.

Map SmartSurvey data to Salesforce object fields

An intuitive interface of drop-down menus allows you to create fully customised data pushes to Salesforce.

Create multiple integrations for a single survey

Each survey can have as many integrations as you need enabling you to pass response data to multiple objects in Salesforce simultaneously.

Detailed reporting and monitoring

  • Quickly test integrations and identify issues
  • Save time with no need for manual importing and exporting of data between Surveys and Salesforce
  • Boost productivity, enhance your security, know your customers
  • Personal data can be kept within secure apps and shared via encrypted connections, not spreadsheets

Create bespoke reporting dashboards

By feeding survey data into Salesforce, you can place the most critical information right at the fingertips of your team with live dashboards.

Automatically feed data from multiple touchpoints in the customer journey into Salesforce to build a complete picture of your customer experience.

Track Satisfaction with sales, support cases, and other interactions.

All compatible with your Salesforce setup.

To find out more about what integrating Salesforce with SmartSurvey can do for you, get in touch.

Salesforce Integration FAQs

What does the initial setup look like?

This starts simply by logging in to the SmartSurvey account to be integrated while also being logged into to the Salesforce instance to be connected (using a Salesforce account with the appropriate permissions). With this done, connection is just a single click.

How are surveys integrated?

Once the account is connected, any survey can be integrated to the connected Salesforce account via the survey settings. A survey is integrated by choosing a target object, an action, a trigger, and then by mapping fields between the survey and the object.

Can it be used to collect data for Salesforce?

Yes. The data collected by SmartSurvey Surveys can be pushed to Salesforce objects via the integration.

What kind of data can be collected?

The data that can be collected is defined by what the targeted Salesforce account is set up for, and by the SmartSurvey question types. This means any kind of data can be collected, but the user needs to ensure the correct mapping between SmartSurvey and Salesforce.

Can it be used to create new Salesforce records?

Yes. The “Insert” action will create a new record in the targeted object for each survey response.

Can it be used to update existing Salesforce Records?

Yes. An “Update” action is available to allow an integration to target and update a specific record. This requires the survey to be passed the record ID via a custom variable or as contact list data.

Can it be used to flexibly create and update in the same action?

Yes. An “Upsert” action is available that will attempt to update an identified record and if no matching record is found, will create a new one.

Can a survey have multiple integrations?

Yes.

If a survey has multiple integrations, can they use different actions or target different objects?

Yes.

Can I trigger a SmartSurvey Email invitation directly from Salesforce?

Not at the time of writing. Salesforce’s internal workflow builder does not allow outgoing API calls to be configured in the way we need them to be to trigger email or SMS invitations.

If you need to generate invitations based on Salesforce contacts, then we recommend either a manual process of export and import to a SmartSurvey Contact List or generating the emails within Salesforce itself.

By creating a tracking link in SmartSurvey, and a custom variable for any required identifier, you can create a Salesforce email with a link to the survey and use the Salesforce merge syntax to append the value of the identification variable on to the link so the respondent can be identified for Update or Upsert integrations.

Is data mapped one-to-one?

In a single integration, each element of survey data (answers to questions or other metadata) can only be mapped to one field in the targeted object. However, a single survey can have multiple integrations configured on it at the same time, targeting the same or multiple objects. This way, it’s possible to have data mapped on a one-to-many basis.

Can I trigger a SmartSurvey Email invitation directly from Salesforce?

Not at the time of writing. Salesforce’s internal workflow builder does not allow outgoing API calls to be configured in the way we need them to be to trigger email or SMS invitations.

If you need to generate invitations based on Salesforce contacts, then we recommend either a manual process of export and import to a SmartSurvey Contact List or generating the emails within Salesforce itself.

By creating a tracking link in SmartSurvey, and a custom variable for any required identifier, you can create a Salesforce email with a link to the survey and use the Salesforce merge syntax to append the value of the identification variable on to the link so the respondent can be identified for Update or Upsert integrations.

What support is available?

We can support you with all aspects of the SmartSurvey side of the setup. either via the ticketing system or your account manager. We can’t really offer detailed support on the Salesforce side beyond general advice. Every user’s Salesforce setup is unique and what is a good solution for one user may not be for another.

What happens with validated fields?

If survey is set to push data into a field that is set to validate data, and the pushed data does not meet the validation, then that push will fail, and none of the data for that response will be transferred.

What happens if a push fails?

If a push fails, it will be shown in the list of actions for that integration as failed. A (?) icon is available that will let you inspect the data payload that was sent and view any error messages. If desired, you can edit the contents of the data payload and retry the push.

What can cause a push to fail?

The most likely causes of pushes failing are:

– An Insert or Upsert push that is attempting to create a new record without valid data for a field that has been marked as “required” in Salesforce.

– A push that attempts to push data into a validated field that does not match the Salesforce validation criteria.

– The Salesforce instance being unavailable for some reason.

– The integration being disconnected at the Salesforce end.

Can we trial the feature?

The Salesforce integration can be activated on trial accounts, with no additional restrictions beyond those already applied to trial accounts. If you’re an existing SmartSurvey Enterprise subscriber, then we can create a new trial account for you so you can trial the feature.


Can we have a demo?

Yes, we would be delighted to arrange a demo for you.

If you have any specific use cases you’d like to be included or discussed as part of the demo, then let your account manager or sales executive know.

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