Mapping Web Button Responses to Salesforce (app.usabilla.com)

Connecting to Salesforce
Setting up Custom Mappings for Web Buttons and Forms

Essentials feature: Available on Essentials, Pro, and Ultimate plans.

In app.usabilla.com, you can map response data and custom variables from your web feedback button to Salesforce for easy tracking and reporting.

Connecting to Salesforce

To connect your GetFeedback for Web account to Salesforce:

In app.usabilla.com, select Insights from the left sidebar to go to Workspaces.
Select the person icon to go to Account.
Select Integrations.
In the upper right corner, select New Connection.
Name your connection, then select your Organization type.
Select Add Connection.
Follow the prompts to log into your Salesforce account.

Once you’re successfully connected, you’ll see your Salesforce connection listed on the Integrations page.

Setting up Custom Mappings for Web Buttons and Forms

Once your GetFeedback for Web account is connected to Salesforce, you can set up a custom mapping to pass information like response data, custom variables, or question text to any Salesforce object. You can only set up custom Salesforce mapping for one survey at a time.

This Salesforce integration is used for web buttons and campaigns, app buttons and campaigns, in-page surveys, and Embedded Listener surveys. To map email surveys to Salesforce, use our GetFeedback Direct integration.

To set up a custom mapping for a web feedback button:

In app.usabilla.com, select Insights from the left sidebar to go to Workspaces.
On the left sidebar, select Automations.
Select New Automation.
Select Salesforce Response Mapping.
Select Continue to data.
Find the form you want to use, then select Continue to Conditions.
You can set your automation to map All responses or Responses that match conditions. If you want to map responses based on conditions:
- Select your data source: an answer, custom variable, or URL. Then set conditions based on those data sources.
- For example, you can map responses from anyone who answers with a 9 or 10 to your NPS question.
Once you've set your conditions, select Continue to details.
Use the dropdown to select which Salesforce connection to send data to.
Select which Salesforce object to send your data to. Some common objects are Contact, Lead, and Case. You can also send your data to a Custom Object.
Use the drop-down to select how you want data added to the object: Create, Update, or Update or Create New.
Select Done with Connection and Object details.
Next, select which data to map to Salesforce: Answer, Custom Variable, Question Text, or a Fixed Value.
Use the search bar to find the Salesforce field you want to map data to.
Select whether to map the data Every time or Only when additional conditions are met, and set any additional conditions you want. When you’re finished, click Complete Field Mapping. You can also Add another field mapping.
When you’re done with field mappings, select Save Mapping.
Enter a name for your automation, then select Save Automation.
To turn the automation on, find it in your Automations list, and toggle it on to activate it.

Once your custom mapping is activated, data that meets any conditions you set will be mapped to Salesforce as soon as someone completes a form.

Sharing and Transferring Surveys

Error: “No such column” in Salesforce

Getting Started with GetFeedback for Salesforce

GetFeedback

Mapping Web Button Responses to Salesforce (app.usabilla.com)

Connecting to Salesforce

Setting up Custom Mappings for Web Buttons and Forms

Related Articles