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SurveyMonkey for Salesforce: Global Settings

The Touch Rules and Settings tabs in the SurveyMonkey for Salesforce app contain global settings that help you further optimize your surveys and account preferences.

Only AdminUsers can edit these settings.

Touch Rules (Sending Limits)

Touch Rules allow you to limit the number of surveys that are sent to a particular record within a certain time frame. This ensures that your recipients won't be overwhelmed with too many survey invitations.

Touch Rules apply to all surveys in the app. Before the system sends an email invitation to a recipient, it will check whether they are violating any Touch Rules.

To create a Touch Rule:

  1. Log in to your instance of SFDC.
  2. Using the menu in the upper-right corner, open the SurveyMonkey for Salesforce app.
  3. Click the Touch Rules tab.
  4. Enter the conditions for the Touch Rule. Each rule will follow this format:
Send no more than [#] surveys every [#] [Time Period] on [Record Type]

Time Periods: Day(s), Week(s), Month(s), Quarter(s), Year(s).
Record Types: Contact, Case, Campaign, Lead, User, Account, Opportunity, or any email address.

  1. Click Add Rule. The Touch Rule will be added to the list, and activate automatically.
TIP! Touch Rules with "Any email address" selected from the Record Type menu will override—or trump—all other active rules in the app. This will prevent too many email invitations from being sent to all contactable records.

Settings

Under the Settings tab, you can configure the following preferences:

Setting
Description
Linked SurveyMonkey AccountChoose which SurveyMonkey account is linked to the app. Click Reauthorize if you need to switch the Enterprise user account that is linked to the app.
SurveyMonkey API HostThe domain to which SurveyMonkey API requests are sent. This should always be set to https://api.surveymonkey.net
Auth Token RefreshEnable or disable the scheduled Apex job which refreshes the OAuth token.
OAuth Session LengthThe amount of time the OAuth token remains valid before it expires, in minutes. The value in this field must be equal to or lesser than the standard session Timeout Value defined under Setup > Security Controls > Session Settings > Session Timeout > Timeout Value. Otherwise, failures in the response sync process may occur.
Sync Survey ResponsesKeep this setting set to "On" to ensure that new Response Answer records are created in SFDC when you receive new responses to your surveys.
Triggered Survey ProcessorWhen set to "On", this setting will create and schedule the Apex jobs needed to process the queue of scheduled Triggered surveys.
Recurring Survey ProcessorWhen set to "On", this setting will create and schedule the Apex jobs needed to process the queue of scheduled Recurring surveys.
Log ExceptionsThis setting enables a feature that logs exception information from specific parts of the app into a custom object included in the app.
Migrate Converted Lead ResponsesIf you send a survey to a Lead, the Survey Invitation and Response Answer will be associated with the Lead. If you convert a Lead to a Contact, having this box checked will ensure that the Survey Invitation and Response Answer will transfer to the new Contact record that's created.
Contact EmailIf an error occurs in the app, we'll send an error message to the email address you enter here.
Only AdminUsers can edit global settings in SurveyMonkey for Salesforce. Touch Rules allow you to limit the number of surveys that are sent to a particular record within a certain time frame. You can configure additional app preferences under the Settings tab.

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