How to Use the Salesforce Integration for FluidSurveys

This how-to video and post provides an in-depth look at how you can use the Salesforce integration tool.

 

Prefer text?  Here’s a breakdown of the steps involved in getting this tool up and running.

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Step 1: Link your Salesforce Account to FluidSurveys

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  • From the FluidSurveys application, go to your Account Settings.
  • In the left panel, click “Integrations” and “Connect your Salesforce Account” (Note: You need a Salesforce account to use this feature).
  • A window will appear asking you to log into your account. Once you’ve logged in, it will ask you to authorize FluidSurveys to access your account information. Press “Allow”.
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Step 2:  Configure Salesforce Mapping 

  • After you create your form or survey, go to Publish > Settings and click on Salesforce in the left panel.
  • Then, press Add Salesforce Action (highlighted in the screenshot above).
  • The page should populate with drop down options like the image below:
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  • First, choose an Object Type. Object types specify which information in Salesforce you want to affect or use.
  • Next, choose an Action. Actions lets you control whether you want to push information from FluidSurveys into Salesforce, or pull information from Salesforce into FluidSurveys.
  • Pressing the Configure button brings up a window like the one below. Here you map the exact fields in Salesforce with the questions on your form or survey.
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  • Add all the mapping pertaining to the “Object Type” specified.
  • For instance, if you choose “Push Action”, when customers fill out your survey or form, their answers automatically populate into your Salesforce account. If it is a new customer, a new Salesforce object is created. If it is an existing customer, the information is automatically updated.
  • Tip: You can also pull customer data into the form so that customers can see what  information they would like changed. Here you would change the Action to Pull.

 

Example Setup for Custom Object Types

  • In your Salesforce account, create a custom field. In this example, we’ve created the field “Net Promoter Score”.
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  • For example, say we want to send out regular Net Promoter Score surveys to customers. The field we created in Salesforce allows us to see how an individual customer responded to the survey directly from our Salesforce Account.
  • In order to do this, build the Net Promoter Score survey in FluidSurveys. (Try our Net Promoter Score template!)
  • Add the Hidden Field question type.
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  • Enter in the Variable Name and Hidden Values. The Variable name can be whatever you like. The Hidden Value is how the integration tool matches the customers with their data.
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  • In this case, the customer is identified by a contact ID that we grabbed from Salesforce. The image below shows you where you can obtain this ID. Go to your Salesforce application > Contacts > John Doe and the number will be in the URL at the top.
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  • Next, go back to the FluidSurveys application to Pubish > Settings > Salesforce. This time enter in the Object Type “Net Promoter Score” as a Push Action.
  • Then, specify how the fields created in Salesforce map to the questions in the Net Pomoter Score survey (See below). Click Done and Save Changes.
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  • Volia! Now when your customers take the Net Promoter Score survey, their answers appear in your Salesforce account in that customer’s profile.

 

Option to Send Surveys Via the FluidSurveys Invite Tool

  • Under Publish > Deployment > Email Invitations, choose Add Contacts > New Contact (Although you can also import entire lists).
  • In the Add Contact window, select the Add Custom Field drop down at the top.
  • Here you can set up a custom field called Salesforce ID.
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  • Recall how we grabbed the Salesforce Contact ID from “Example Setup for Custom Object Types” above. Add this ID to the field you just created.

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  • Now your ready to send out surveys directly from FluidSurveys. 
  • While your surveys are sending, go to Publish > Settings > Salesforce. 
  • Edit the Contact object type to change the { { get_variable.sfID } } to { { invite.SalesforceID } } in the Salesforce Action Configuration dialog.

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  • When your customers take the survey, the information will automatically be populated in your Salesforce account – how’s that for convenience!
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That’s all for this how-to on the Salesforce integration! If you have any more questions, contact us at support@fluidsurveys.com and we’ll be happy to help!
The Salesforce integration feature is available in Enterprise Plans. Get this plan by contacting us here.
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Shannon McCluskey

Shannon is a marketing specialist at Fluidware. She is passionate about sharing knowledge on the latest survey insights and product features. Shannon is also very active in the local technology community, and mentors startups on marketing strategy.
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