Getting Started with GetFeedback for Salesforce

In this article
Definitions
Set Up Your Team (Administrators)
Connect to Salesforce
Set Up Salesforce
Connect Your Survey to Salesforce
Build Your Survey
Map Data to Salesforce
Send Your Survey
Add Merge Fields to Track Responses

Get started using GetFeedback with Salesforce.

Definitions

Mappings: A way to send survey responses to Salesforce. GetFeedback Mappings allow you to push data using our managed package or send responses to standard or custom objects.
Merge fields: A way to associate metadata and variables from your CRM, such as Salesforce, to your survey responses. You can use merge fields to associate data from Salesforce, such as Case ID or Account Name, with your responses.

1. Administrators - Set Up Your Team

Invite any team members to your GetFeedback account. Once you’ve added your team, manage Salesforce permissions for each team member. Team administrators can choose who has permission to use Salesforce features in GetFeedback.

Learn more about team management.

Team Administrator Responsibilities

To set up a team, your administrator needs to:

Add team members.
Add Salesforce connections. It’s best for administrators to create connections and share them with team members later.
Grant team members permission to use the connections.

2. Connect to Salesforce

Connect GetFeedback to your Salesforce environment. You can connect to both sandbox and production environments. You can have multiple connections, depending on your plan type.
Your connection is tied to your Salesforce account.

It’s best to set up connections using a Salesforce administrator’s account. Learn more about recommended Salesforce permissions

Once you set up your connections, the team administrator can share them with others. Team administrators can determine who can use each connection for their surveys.

3. Set Up Salesforce

Make sure your Salesforce environment is ready to receive data from GetFeedback.

Choose where you want to store your survey data in Salesforce - a standard object (like Contact or Case) or a custom object. This helps you decide what type of mappings to create.
Set up your object and fields for mapping. Make sure to enable Create, Read, Update, and Delete permissions for the objects and fields you want to map to. We can’t map data to read-only objects and fields.

4. Connect Your Survey to Salesforce

Connect your survey to your Salesforce environment. This allows you to use special Salesforce question types in your survey, if desired.

5. Build Your Survey

Create your survey. Add questions, set up logic, and customize the theme. Administrators can also add branding to the survey.

Learn more about building a survey.

6. Map Data to Salesforce

Create mappings to send your survey data back to Salesforce. When someone submits a survey response, we’ll send survey data to Salesforce based on the mapping option you choose. You can use this data to keep records up to date and build reports in Salesforce.

You can use our managed package or create your own custom mappings.

Managed mapping: Once the managed package has been installed to your Salesforce org, your survey responses will automatically push to the Survey, Response, Answer objects on our managed package. This option is best if you want to map survey titles, questions, and responses to Salesforce. Learn how to use managed mapping
Custom mapping: Map responses to standard and custom objects in Salesforce. You can create new records, update existing ones, create Salesforce task records, and more. This option is best if you have specific use cases for survey data, but the setup may take more time and resources. Learn how to use custom mapping

7. Send Your Survey

Choose how you want to send your survey.

Distribution Option	Description
Survey Link	Copy a link to send to your respondents. You can: - Change the link ending to match your brand or survey topic. - Build custom links with merge fields to send using Salesforce or another email provider.
Email	Send survey emails and export email templates from GetFeedback. You can: - Send a branded survey email to a list or Salesforce report. - Set up automated emails with Salesforce to trigger emails based on object or ticket fields. - Create custom HTML, Visualforce, and Pardot email templates.
SMS	Set up SMS survey invitations with Salesforce. We create the outbound message that you can attach to a Flow in Salesforce.
Website	Show your survey in Salesforce sites and chats. You can: - Show at the end of a Salesforce chat. - Embed in your Salesforce community or knowledge base.

8. Add Merge Fields to Track Responses

Add merge fields to track information about your respondents. Merge fields tie data from Salesforce, such as Contact ID, to your survey responses. You can also map this data back to Salesforce with your responses.

If you use Salesforce Automation, Send to List, or Visualforce email templates, you can choose the fields you want to add. We’ll format the survey link for you.
If you use the survey link or export an HTML email template, you can add merge fields using our Salesforce link builder.

Learn more about Salesforce merge fields.

Sharing and Transferring Surveys

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Getting Started with In-App Feedback