Mapping Multiple Surveys to a Custom Object in Salesforce

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

The Salesforce integration allows you to map GetFeedback survey data to Salesforce custom objects. However, if you map multiple surveys to the same custom object, you may end up with blank fields and missing information on your custom object. You can adjust your object’s page layout to make sure your mapped data displays correctly.

To organize a custom object, you can create Record Types in Salesforce. Record types are like mini page layouts, where certain fields can be hidden from view depending on the chosen layout.

For this example, we'll map 3 surveys into the same custom object. These surveys will be called “Customer Service Feedback,” “Trip Feedback,” and “Case Closure.”

First, you’ll need to create a few page layouts in Salesforce for your custom object.

  • A “primary layout” that includes every field you’ve added.
  • A separate layout for each survey you’re mapping to the object. Each layout should contain only the fields you’re mapping that survey to.

After creating your page layouts, create a record type for each page layout. From Setup in Salesforce, go to your object, then select Record Types.

When creating the record types:

  • You’ll need to select an existing record type to create a new one. If you don’t have any, you can use the Master type.
  • Make the record type available for any profile that has access to your survey data.
  • You don’t have to check the Active box yet, but the layouts won’t work until you activate them.
  • On the second page, select the page layout to use for your record type.

Repeat the process to create a record type for each page layout you created.

Finally, map responses from your survey to the appropriate record types in Salesforce. To choose record types in GetFeedback:

  1. From your survey, select Mappings > Salesforce Custom Mappings.
  2. Create a new mapping for your custom object. For Record Type, select the record type you created that matches your survey.
  3. Repeat for each survey you’re mapping to the custom object.

Once you create your mappings, submit a few test survey responses to make sure the responses display correctly in your Record Types.