Salesforce Automations allow you to customize the conditions of when your data will be synced between SurveyMonkey Apply and Salesforce. The way you configure your automation will change what type of information can be synced.
|#||ID of the element|
This is a unique ID of the automation and can be useful for troubleshooting purposes
|Title||The name of the automation|
|Direction||Identifies whether the action is a Push or Pull of data|
|Status||Identifies if your automation is Active or Inactive|
|Ellipsis||When Automation is Active:|
- Run automation
When Automation is Inactive:
When creating an Automation you will first need to decide what type of information you'd like to sync:
To get started with creating your Automation to sync user account information:
To sync information that is applicable for all programs, such as Application ID, or Created and Submitted Dates:
f you wish to sync information that is specific to a program, for example, form responses:
Conditions are used to further isolate which applications will meet the prerequisites of the Salesforce automation. A variety of conditions can be added, including (not limited to):
Sometimes the Salesforce integration isn’t added to the Apply site until after some Apply records/data have already been created. If this is the case:
When doing so, the conditions within the automation will still be checked. Depending on the source of data on each mapping action in the automation, different data will be used. For example, if the mapping action in the automation pushes application, then we’ll use all the active applications. If the source is a user, we'll use the users from that site.