Salesforce.com Integration

You can view and modify the current integration settings and setup new integration between the specific survey and Salesforce objects.

To manage your integration settings click [Go] next to the Salesforce.com integration option on the survey Launch page.

On this page you can find the table containing the list of your current integrations. The table includes the following information:

  • Name. The integration name;
  • Integration Type. Specifies the type of salesforce.com object that was synchronized for integration;
  • Link to distribute. The survey URL that can be pasted in the salesforce email template or distributed by other means;
  • Edit. Allows you to edit the specific integration setup;
  • Delete. Deletes the specific integration setup.

Note, if any errors detected, the problem integration is highlighted in red. The possible errors could be:

  • The survey question used in this mapping does not exist - Most likely the survey question was deleted after the integration had been created.
  • Object field used in this mapping does not exist - The salesforce.com object was altered after the integration has been created and the object field used in this integration no longer exists.
  • Data type mismatch or the specified object field is read or write protected - There may be two reasons for this error. One of them is that the salesforce.com object field type is not compatible with the question type in your survey. The other reason is that the Salesforce.com object field used in this integration is either read or write protected.

Setup New Integration. Enables you to configure new integration setup. To learn more, see 'New Integration Setup'