Salesforce
Embedding Surveys in Salesforce Communities
Use the GetFeedback Lightning component to embed surveys in your knowledge base articles or communities. Get feedback about your support content in real time.
Adding an Overlay Survey in Salesforce Communities
Capture in-the-moment feedback about your knowledge articles using our web overlay option. You can add merge fields to web overlay surveys to track respondent information.
Creating Custom Buttons in Salesforce
Custom buttons in Salesforce let you send a survey from a case, account, or other object.
Embedding Surveys in Salesforce Email Signatures
Get feedback about someone's experience working with your support team by embedding a survey in your agent's signature.
Getting Started with GetFeedback for Salesforce
Get started using GetFeedback with Salesforce. Set up your team, create surveys, map data to Salesforce, track respondent data with merge fields, and send surveys to your contacts.
Updating Salesforce Campaign Members
Add merge fields to your GetFeedback survey to update campaign members in Salesforce. Track the respondents who take your survey and add them to a campaign.
Salesforce Case Closed Survey Workflows
Create a workflow to send a survey to a contact after their case has been closed in Salesforce.
Salesforce-Ready Survey Templates
Add form questions to your survey that can create a lead, contact, or case in Salesforce. Let respondents provide their information and automatically add their information to Salesforce.
Create or update Salesforce contacts and leads using data from a form question in your survey.
Create task records in Salesforce or send email or Slack notifications based on survey responses. Dynamically assign tasks to team members in Salesforce.
Salesforce will block the creation of new workflow rules in Winter 2023. Learn what this means for your GetFeedback automations.
Sending Post Chat Surveys from Salesforce
Show a survey after someone uses live chat on your website.
There are several permissions you'll need to use our Salesforce integration. You may need to add our IP addresses to your allowlist, sometimes known as a whitelist.
Getting Started with GetFeedback for Salesforce
Get started using GetFeedback with Salesforce. Set up your team, create surveys, map data to Salesforce, track respondent data with merge fields, and send surveys to your contacts.
Mapping Web Button Responses to Salesforce (app.usabilla.com)
When someone takes your web or app survey, send responses back to Salesforce so you can use them in reports and dashboards. You can push response data to contacts, accounts, or other objects.
Salesforce Conditional Mapping
Map responses that match certain conditions. For example, only map responses when someone gives a certain NPS score.
Create custom survey mappings that create or update any standard object, custom field, or custom object in Salesforce.
Learn how to use merge fields with Salesforce. Add merge fields to your survey, map merge fields to Salesforce, and set up merge field encryption.
Automatically send each survey response to Salesforce and associate answers with Salesforce records. The Managed Mapping package creates three objects: Survey, Response, and Answer. We automatically create mappings to these objects.
Learn which Salesforce field types you can map GetFeedback responses to.
Mapping Multiple Surveys to a Custom Object in Salesforce
If you map multiple surveys to an object, you'll need to adjust the object layout to see all responses.
Measuring Net Promoter® Score (NPS®) with Salesforce
Use GetFeedback to measure and track Net Promoter® Score in Salesforce.
Measuring Customer Satisfaction (CSAT) with Salesforce
Use GetFeedback to measure and track your Customer Satisfaction score in Salesforce. Learn how to calculate CSAT and report it in Salesforce.
Error: “No such column” in Salesforce
When creating field mappings, you get an error in Salesforce that “No such column” exists on an object. To resolve this, make sure you have permission to create, read, and update the field in Salesforce.
Tracking Email Responses in Salesforce
Add merge fields to your survey to track respondent information, then map the merge fields back to Salesforce.
Creating Salesforce Reports and Dashboards
Create filtered GetFeedback dashboards that your team members can view from Salesforce. Use formulas
Syncing Responses in Salesforce
If you add or update a mapping, you may need to resync responses to Salesforce. You can sync individual responses, missing responses, or all responses.
Connect GetFeedback to multiple sandboxes and production environments. Once you add a Salesforce connection, you can connect your surveys to Salesforce, set up automated emails, and map responses back to Salesforce.
A home in Salesforce for GetFeedback Direct survey results, with a fast set-up and out of the box reports for NPS, CSAT, and CES.
Sending Reminder Emails from Salesforce
Send reminder emails to people who haven't taken your survey yet. You can send up to 2 reminder emails to people who received your survey but didn't submit it.
Sending Transactional Emails from Salesforce
Create Visualforce templates to send surveys from Salesforce. Learn how people feel about using your website, making a purchase, interacting with your company after a sale, and more.
Automated Emails with Salesforce
Automate workflows to trigger surveys based on certain objects and fields in Salesforce. Embed either the first survey question or a button to start your survey in your custom email. Add merge fields, personalize your email, and set up reminder emails.
Salesforce Visualforce Email Templates
Create and export beautiful, branded VisualForce One-Touch email templates.
Emailing Surveys from Salesforce Reports
Email surveys to a list of people in a Salesforce report. Create a report of contacts, prospects, or others, then find the report in GetFeedback to send your survey to those people.
Sending SMS Invitations from Salesforce
Send surveys via SMS (aka text message) that are triggered by events in Salesforce. Add-on bundles available for domestic and international SMS sends.