Use custom mappings to send data to standard or custom objects, create or update records, or create activity records in Salesforce. Custom mappings make it easy to pass survey response data to Salesforce in the way that makes sense for your team and use case.
Create the custom objects you want to map to in Salesforce. Make sure the object label and name are related to the survey you’re mapping to (example: NPS Survey). If you’re passing responses to a common object already in Salesforce, skip to Creating Custom Mappings in GetFeedback.
Once you save your Custom Object, define custom fields on the object. The custom fields on your object will hold survey responses, merge fields, and any other survey information that you map to Salesforce, like completion date or response language.
Make sure to do the following for your custom object:
This is also where you can add Lookup Relationships. A lookup relationship allows survey responses that are mapped to this object to be associated with another object, such as the Contact object. This requires you to pull the associated ID (such as the Contact ID) into your survey responses, at the time you send out your survey. Once you create a lookup relationship with your custom object, we map any related IDs as a merge field for any lookup relationship.
Now that your Salesforce is set up to receive GetFeedback survey response data, you can create your custom mappings in GetFeedback.
Create your custom mappings to send data to Salesforce. Consider the following when creating your mappings:
To create custom mappings in GetFeedback:
Each question in the associated NPS survey is mapped to a corresponding field within Salesforce, along with a First Name merge field and a Completion Time response attribute. The Survey Name is automatically mapped to Salesforce, along with any Contact ID included as a merge field.
You may want to map different values into Salesforce than the answer choice values shown in your survey. You can map a value that represents the respondent’s answer choice (such as an acronym, ID number, or numerical value) instead of the answer.
To map custom values to Salesforce:
Continue building your mappings, then save them when you’re done.
You can use custom mappings to Create a new record, Update fields on an existing object, Create or update an existing object, or Create an Activity on an existing object.
Create a record of any type. Creating a new record works best when you map responses to a dedicated custom object, but you can also create a new contact or opportunity from survey responses.
Once you’ve set up your custom object in Salesforce, you’ll be ready to build your custom mappings.
Update existing records of a certain type, such as a Case or Account. When you want to update an existing record:
You can create Activity records associated with any of the Salesforce record IDs you added. For example, if you add Case ID and Owner to the survey as merge fields, the custom mapping creates a new activity on those records.
Select the Activity record to see the mapping details. Each Activity record should include a link to the response, the survey summary, and the plain text version of the survey response. The Activity record serves as a complete record of all interactions with this customer.