Install & Configure SurveyMonkey for Salesforce

Follow these instructions to install and configure SurveyMonkey for Salesforce on your SFDC instance.

If you encounter any issues with installation, contact SurveyMonkey for Salesforce support.

Installing SurveyMonkey for Salesforce

To install SurveyMonkey for Salesforce:

  1. Open the install link. You should have received this link in an email from your Customer Success Manager.
  2. Choose one of the following install options. "Full access", in this scenario, means AdminUser Permissions.
    • Install for Admins Only: Users with your profile get full access (best for limited deployments)
    • Install for All Users: All internal custom profiles get full access
    • Install for Specific Profiles: User access set by profile (recommended for most packages). If you select this option, choose the user profiles in your instance that should get Full Access to the app.
  3. Click Install.
  4. An “Approve Third-Party Access” popup should appear. Select Yes, grant access to these third-party web sites.
  5. Click Continue.

You'll get an email once the installation is completed and the app is available for configuration.

Custom Objects

Read Custom Objects for SurveyMonkey for Salesforce to learn more about the Survey Invitation and Response Answer custom objects you'll be working with in SFDC.

Configuring SurveyMonkey for Salesforce

Once you have app installed on your SFDC instance, follow the steps in the sections below.

Update Remote Site URLs

You need to update remote site URLs to match the SFDC instance that you're using.

  1. Click Setup in the header of your SFDC instance.
  2. Expand Security Controls.
  3. Click Remote Site Settings.
  4. Next to "AnalyticAPIAccessFromClass Remote Site Name", click Edit.
  5. In the Remote Site URL field, replace "na8" with the name of the SFDC instance you are currently in. Where can I find this? »
    • NOTE: If your organization has a custom domain for your SFDC instance, this would not be incorporated into the Remote Site URL. The report metadata will be accessible in the data center for your instance (na8, cs1, eu0, etc), and this is the only part of the URL that needs updating.
  6. Click Save.
  7. Repeat steps 3-6, this time editing "AnalyticAPIAccessFormVF Remote Site Name" in step 4.

Edit AdminUser-Only Settings in SurveyMonkey for Salesforce

If you’re going to be using the Triggered or Recurring survey types, there are two Apex jobs that need to be created and scheduled to run on an hourly basis to process the queue of scheduled survey invitations. We’ve added two switches to the Settings tab of the app that, when flipped to “On”, will create and schedule these Apex jobs for you. These can be enabled and disabled at any time, which will create and delete the jobs accordingly.

To enable these switches:

  1. Open SurveyMonkey for Salesforce from the menu in the upper right corner of your SFDC instance.
  2. Authorize your SurveyMonkey Enterprise account to link to SurveyMonkey for Salesforce.
  3. Click the Settings tab in the app.
  4. Next to "Triggered Survey Processor", select On.
  5. Next to "Recurring Survey Processor", select On.
  6. Click Save Settings.

Update Page Layouts

If you’d like the related Survey Invitation records to be visible on the record detail, you need to edit the object's page layout. For example, in order for a user to see the Survey Invitation records associated with a Case record, you would need to edit the page layout for the Case object that is assigned to that user’s profile.

To edit an object's page layout:

  1. Click Setup in the header of your SFDC instance.
  2. Expand Customize.
  3. Expand the object type you're using as the Recipient Source (Contacts, Leads, Cases, etc.)
  4. Select Page Layouts.
  5. Click Edit next to the page layout you want to customize. If you have multiple layouts that should display the survey data, you'll need to make the same changes to each one.
  6. Click Related Lists in the pallet at the top of the page.
  7. Choose the Survey Invitation tile from the pallet, and drag it into your page layout in the desired spot.
  8. Click the Preferences icon (the wrench icon) on the new Survey Invitation Related List.
  9. Add the following 3 additional fields from the Available Fields picklist:
    • Survey
    • Responded?
    • Send Date
  10. Click OK.
  11. Optional: Add the Response Answers related list with the fields "Question Text" and "Response Value". Note: The Response Answers related list is available on the Survey Invitation record, so it's not necessary to add it to the object layout as well.
  12. Click Save at the top of the page.
Learn More

Read Salesforce's documentation on customizing page layouts:

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