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Up Level Your Surveys with Salesforce Integrations
Drive immediate action by your sales team the moment survey results are
collected, update or create records automatically, and avoid asking questions
you already know the answers. With their powers combined, Salesforce and
SurveyGizmo can do all of this and more.
Integrating your Salesforce CRM with SurveyGizmo’s survey software will allow you to:
• Auto-filltheanswerstoquestionsyoualreadyknowbypullingdataintoyoursurveys • Updatecustomerprofilesautomaticallyaccordingtosurveyanswers • Create new records
• PushfileuploadquestionstoSalesforce • Autosend surveys when a Salesforce case closes
• Enable Salesforce Marketing Cloud (formerly ExactTarget)
Easy Integration
Our integrations are designed to help you eliminate redundancy and automate daily tasks.
They are also designed to be easy to set up, activate, and administer.
To get started integrating SurveyGizmo
with Salesforce you need:
• An Enterprise or Unlimited edition of Salesforce (integration will not work with a Demo account)
• SurveyGizmo Admin User
• Access to the Salesforce Admin
• Access to the API in Salesforce
• To have or be able to generate a Salesforce Security Token
In addition to the information included in this ebook, SurveyGizmo’s extensive Documentation library includes
a guided tutorials for setting up your account integrations, leading you through every step of the process and
providing answers to frequently asked questions.
www.surveygizmo.com
Up Level Your Surveys with Salesforce Integrations
Setting Up Your Salesforce Integration
Step 1: Getting the Salesforce Security Token
You’ll need your Salesforce password and security token in order to integrate with SurveyGizmo. If you
already know both you can skip to the next step. It is important to note that each time you change your
Salesforce password your security token will update.
1. Log in to Salesforce.
2. In Salesforce, click your username and click the dropdown to get to the My Settings.
Go to Personal > Reset My Security Token and then click the Reset My Security Token button.
3. This will send an email with your security token.
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Up Level Your Surveys with Salesforce Integrations
Step 2: Connecting Salesforce and SurveyGizmo Accounts
1. Go to Account > Plugins.
2. Scroll to Salesforce and click Edit.
3. Enter your Salesforce Username and your password plus the security token
together with no spaces in the Password + Security Tokenfield.
If you are integrating with a Salesforce Sandbox account, for testing purposes, select the Sandbox
Account option when setting up your Salesforce Plugin. Just go to you Account > Plugins.
Enter your credentials and select the option Yes this is a Sandbox Account.
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Up Level Your Surveys with Salesforce Integrations
Best Practice Tip: Testing Your Integration
We always recommend testing integrations throughout the setup process. At this point, it’s a good
ideatosetupasimplepullfromSalesforcetoSurveyGizmotoconfirmthatthetwoaretalkingtooneanother prior to sending a live survey to your customer base.
1. Create a new survey.
2. Onthefirstpageofthenewsurvey,clickAdd New Action.
3. Select Salesforce and click Save Action and Edit.
4. Give your action a name, perhaps “Salesforce Pull Test.” Select any object you want to pull from.
We often test with the Contact object.
5. Select Populating survey from Salesforce for a quick and easy test and click Save Action.
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Up Level Your Surveys with Salesforce Integrations
6. Edit your action again and scroll to the Fields Mapping section. Click the Salesforce Fields
dropdowntoconfirmthatisbeingpopulatedfromSalesforce.
Wheneverythingisworkingcorrectly,SurveyGizmowillpullthefieldsassociatedwith the Contact object for your Salesforce account.
Now that your Salesforce account has been successfully integrated with SurveyGizmo,
you can dive deeper into Pull and Push Actions.
A Note About Salesforce Sandbox Account Integrations
All surveys using the Salesforce integrations set up with in SurveyGizmo will be integrated with your
Sandbox when this option is selected. This is an either/or option. You can either integrate with a Sandbox
Account or a Production Salesforce Account. At this time, we do not have the capability to integrate
with more than one Salesforce account.
Take heed when switching your integration to and from production and sandbox instances; the
IntegrationwithSalesforceandSurveyGizmoisdependentontheconfigurationofyourSalesforceenvironment/instance.
Thepurposeofasandboxistoallowyoutoexperimentwithcustomfields,interdependenciesandsuch.The relationship between objects will likely be different between these environments. Something that
works in one environment or another may not work in both, so always test and test again to ensure that
your live survey functions the way you intend.
www.surveygizmo.com
Up Level Your Surveys with Salesforce Integrations
Salesforce Pull Action
Entering basic information over and over again frustrates survey respondents and is one of the most
common causes of survey fatigue. Fatigue leads respondents to be careless and more apt to make
mistakes, while also increasing rates of abandonment.
With a Salesforce Pull Action, you will be able to reduce survey fatigue and improve the quality of your
databyautomaticallypopulatingyoursurveyfieldswiththeinformationyoualreadyknowaboutyourrespondents.
Pull in data like:
• First and Last Name
• Mailing Address
Collecting Better Data Starts on Page One
Startyoursurveyoffontherightfoot.SalesforcePullActionsareavailablefromthefirstpagetothevery end.
Pulling data from your existing Salesforce records into SurveyGizmo is easy.
1. Create a survey and add the questions that you wish to populate from Salesforce.
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Up Level Your Surveys with Salesforce Integrations
2. Next add a new Salesforce action, select the object type you would like to pull from and select
Populating the survey from Salesforce and click Save Action.
3. This will add the action to the bottom of the page so be sure to move it to precede the questions
you are going to populate.
4. Next edit the Salesforce action to complete the query. The query is the part of every Salesforce
action that tells Salesforce which record to use. Edit your Salesforce action and place your
cursor between the single quotes.
To the right of the query, click the option to Insert Merge Code. In the dropdown, select URL Variable under the Advanced section and click Insert.
This will insert the following merge code into your query [url(‘xxx’)].
To pull the proper information, replace the xxx with contactid.
5. Next, scroll to the Fields Mapping section and map each SurveyGizmo question in the survey to
thecorrespondingSalesforcefieldyouwishtousetopopulatethesurveyquestion.Makesureto click Addtoaddeachmappedfield.
The Default Valuefieldisoptional.Ifyouwishtosendsomethingotherthanablankwhenthere is no matching contact record you can enter a value in the Default Valuefield.
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Up Level Your Surveys with Salesforce Integrations
6. Test! You’ll want to test that the integration works. The easiest way to do this is to go to the
Share tab and copy and paste your survey link.
Then, add the query for a given contact by going to the contact record within Salesforce
that you wish to test. Copy the contact ID and append it to the end of the survey link.
Remember to prepend the URL variable with a ?, as in this example:
http://www.surveygizmo.com/s3/1618822/Salesforce-Test?contactid=003i000000jXE94
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Up Level Your Surveys with Salesforce Integrations
Salesforce Push Action
Surveysareoneofthemostefficientwaystocollectinformationfromexistingcustomersandprospectsalike. But, updating existing records and creating new ones by hand would be time-consuming and
vulnerable to human error.
A Salesforce Push Action automatically sends information from your survey to Salesforce. There are
two options for the kind of push, and one special use case.
The options are:
• Updating existing records
• Adding new records
• Linkfileuploadstorecords
Streamlining Your Process With Push Actions
These push types are completely compatible with one another. When used together, they are able to
identify whether there is an existing record and, if not, to create a new record for that customer or lead.
This combination is referred to as an “upsert.”
SalesforcePushActions,includingfileuploads,canbeusedinstartingonthesecondpageofyoursurvey.
TofindouthowtoincorporateSalesforcePushActionsintoyoursurvey,readourstep-by-step tutorial. A separate tutorial explains how to link file uploads from SurveyGizmo to Salesforce.
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Up Level Your Surveys with Salesforce Integrations
Push Action: Setup for Updating Existing Records
1. Create a survey and add the questions that you wish to send to Salesforce. Continuing with our
example from the push action tutorial, after populating existing contact details from Salesforce
wearegoingtoask,withinthesurvey,forrespondentstoconfirmtheircontactdetailsand,if they are incorrect, to provide updated information to send back to Salesforce.
2. On the Thank You page of the survey (or any page the follows the questions you are using the
update records in Salesforce) add another Salesforce action, select the object type you would
like to push to, in our example it will be the Contact object and select Updating existing records
and click Save Action.
3. Edit the Salesforce action and complete the query.
The query is the part of every Salesforce action that tells Salesforce which record to use.
Edit your Salesforce action and place your cursor between the single quotes.
To the right of the query, click the option to Insert MergeCode.
In the dropdown, select URL Variable under the Advanced section and click Insert.
This will insert the following merge code into your query [url(‘xxx’)]. To pull the proper information,
replace the xxx with contactid.
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Up Level Your Surveys with Salesforce Integrations
4. ForeachofthefieldsyouwishupdateinSalesforce,maptheSurveyGizmoQuestionstothe SalesforcefieldsandclickSave Action.
5. TokeepyoursurveyasefficientaspossibleyoucansetuplogicontheLogic tab to only run the
action when the URL Variable contactid is present or “is answered.”
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Up Level Your Surveys with Salesforce Integrations
6. Test! This completes the set up for pushing information from a survey to Salesforce. You’ll want
to test that the integration works. The easiest way to do this is to go to the Share tab and copy
and paste your survey link.
Next, we’ll need to add the query for a given contact. To do so go to the contact record within
Salesforce that you wish to test. From the end of the URL for the contact copy the contact ID.
Append the contact ID to the survey link as below. Notice we prepend the URL variable with a ?
and the URL Variable name is identical to how we set it up in the query in step 4 above.
Whenthislinkisclicked,wecanconfirmthatthecontactinformationispopulatingfromSalesforce.
http://www.surveygizmo.com/s3/1618822/Salesforce-Test?contactid=003i000000jXE94
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Up Level Your Surveys with Salesforce Integrations
Push Action: Setup for Adding New Records
In addition to updating existing Salesforce records with new/additional information you may also way to
create brand new Salesforce records using the push action. This is also referred to as “upserting.”
To do so:
1. Add a Salesforce action to follow the questions that contain the information you wish to pass
when creating a new record.
2. Choose an object type, in our example and select the option Adding new records and click
Save Action.
3. Edit your Salesforce action to complete the setup. You’ll notice no query is required here since
there is no record to reference.
4. ForeachofthefieldsyouwishtosendalongaspartofthenewrecordinSalesforce,mapthe SurveyGizmoQuestionstotheSalesforcefieldsandclickSave Action.
5. TokeepyoursurveyasefficientaspossibleyoucansetuplogicontheLogic tab to only run the
action when the URL Variable contactid is not present or “is not answered.”
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Up Level Your Surveys with Salesforce Integrations
Reviewing the Action Log
Ifyou’dliketoconfirmtheresultsofyourSalesforceactions,youcandosowithineachIndividualResponse or in bulk in an CSV/Excel Export of your raw data.
Within an Individual Response, available under Results > Individual Responses, go to the Action Log tab.
From here you can review the date and time the action was submitted, as well as the Input and Output.
ToconfirmtheresultsofyourSalesforceactionsyoucandosowithineachIndividualResponseorinbulk in an CSV/Excel Export of your raw data.
Within an Individual Response, available under Results > Individual Responses, go to the Action Log tab.
From here you can review the date and time the action was submitted, as well as the Input and Output.
Withtheirpowerscombined,SalesforceCRMandSurveyGizmodataincreasethespeedandefficiencyof customer relationship management by improving the customer experience and driving immediate
action for your sales team.
www.surveygizmo.com
Up Level Your Surveys with Salesforce Integrations
Auto-Sharing Surveys with Salesforce
Onceyou’vesetupyourPullorPushActionswithinyoursurvey,youcannowconfigure your survey link to load Salesforce records. Using our integrations, you will be able to set up your
account to automatically send a survey when a case is closed in Salesforce.
Auto-response rules can be set up in Salesforce, and we include a simple how-to tutorial in our
Salesforce Integration Documentation.
Compatibility: Question Types and
Salesforce Field
Once your Salesforce account is fully integrated with SurveyGizmo, it’s time to start making the most of
it.Formostquestiontypeswithinyoursurvey,thereareafewSalesforcefieldsthatarecompatible.Forothers, there may only be one.
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Up Level Your Surveys with Salesforce Integrations
Question Type Supported by Salesforce Salesforce Field(s)
Radio Button 4 Picklist
Checkbox 4 Picklist (multi-select)
Textbox 4 Text, Text Area, Text Area (Long)
Radio Button Grid 4 Picklist
Dropdown Menu 4 Picklist, Picklist (multi-select)
Essay / Long Answer 4 Text Area (Long)
Email 4 Email
Date 4 Date
Slider 4 Picklist
Star Rating Grid 4 Text, Picklist
Net Promoter Score 4 Picklist, Number, Text
File Upload 4 Text
Drag & Drop Ranking 4 Text
Ranking Grid 4 Text
Rating (Likert Scale) 4 Picklist, Text
Number 4 Text, Number*
Percent 4 Text
Image (select one) 4 Picklist, Text
Image (multi select) 4 Picklist (multi-select), Text
Checkbox Grid 4 Picklist (multi-select), Text
Signature 4
Dropdown Menu List 4 Picklist, Text
Textbox List 4 Text, Text Area (Long)
Continuous Sum 4 Text
Slider List 4 Text
Cascading Dropdown 4 Text
Dropdown Menu Grid 4 Text, Picklist, Picklist (multi-select)
Textbox Grid 4 Text
Max Diff 4 Text
Semantic Differential 4 Text
Contact Form 4 CorrespondingFieldforSub-Question(s)
Custom Group 4 CorrespondingFieldforSub-Question(s)
Custom Table 6
For a full guide to making the most of question type compatibilities, see our Salesforce Documentation.
Question Type Compatibility List
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Up Level Your Surveys with Salesforce Integrations
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