Essentials feature: Available on Essentials, Pro, and Ultimate plans.
With Conditional Mapping, you can choose to map only certain responses to Salesforce to ensure you’re reaching the right people at the right time. For example, you may only want to create a new contact when someone gives you a response of “Satisfied” or “Very Satisfied” on a Customer Satisfaction score question. Or, you may want one survey response to create a case and another response to go to your Sales team and create a lead.
Connect your Salesforce environment to GetFeedback. Then, create your survey and connect it to Salesforce.
To set up conditional mapping:
Example: We want to create a new case each time a respondent gives a response that "the wait time was too long." Set the condition to The answer to, then choose the question to use. Then, choose Is equal to and enter “The wait time was too long.”
Like conditional mappings, field-level conditional mappings use 'AND' rules to define what does and does not get mapped to Salesforce. For example, you might want responses mapped to Salesforce for a particular question only when they match or contain one of your merge fields.
While conditional mappings set conditions on the entire mapping, field-level conditional mappings create conditions on individual fields that you’re mapping to Salesforce. You can use a variety of conditional and non-conditional rules when building your mappings.
To use field-level mapping:
Every field within Salesforce has a defined data type and can only accept data from specific GetFeedback question types. For example, when you use the Salesforce app, you can't put a long string of text in a field that expects a number. Learn more about supported data types