Overview

Integration with Salesforce.com CRM tool brings a new time-saving way of customer management. Using Salesforce.com integration, our application provides the capability to synchronize data between the survey and the Salesforce.com objects as well as to distribute surveys with the help of Salesforce.com facilities.

This ensures that your Salesforce.com database is always updated with the client information after he/she submits the online survey. Moreover, now you can easily export the respondent data from Salesforce.com account, with no need to input data manually in the online survey. Automate your sales-cycle process with two-way data exchange between Salesforce.com and KeySurvey.

Integration Key Features

• distribute the survey link inside an email template in Salesforce.com account or by other distribution means;
• auto-populate survey questions with client information stored in Salesforce.com account;
• keep updated your Salesforce.com database with client information by prompting to take the online survey;
• track survey results following the report link generated and saved to ‘Activity History‘ within SalesForce object integration was performed with.
  Note: SalesForce account you integrate your survey with must have 'Edit Task' and 'Edit Event' rights activated.

To integrate your Salesforce.com account, first you need to set up the login page by going to My Account > Sales Force Login page.
For details, please see Salesforce.com Login Setup.

After that, you will need to configure the integration setups on Launch Survey > Launch through Salesforce.com page.
For details, please see New Integration Setup.

Integration Requirements: