Salesforce
This integration allows you to forward data to your Salesforce account
Prerequisites
API Access
Make sure that your organization has API access.
Editions with API Access
Permissions
Make sure that the account that you connect with our app has permissions to create/update/delete Salesforce Object that will store the answer data.
Data exposed
Answer: comment
, score
, score_type
, labels
Recipient: identity
, first_name
, last_name
Survey: title
, url
How to prepare Salesforce account
-
Go to https://www.salesforce.com and login to your account
-
Open
Setup
page
- In
Quick Find
search for "Object Manager" and select it from the list below:
- Choose an object from the list that will be used to store answer data.
- Go to
Fields & Relationships
- Click on
New
- Choose
Text
orNumber
from the list and hitNext
- Enter the field name and select
External ID
-
Hit
Next
andSave
-
You are now ready to connect Salesforce integration in settings
Updated almost 3 years ago