If you’re sending a web link from the Salesforce integration, you can encrypt custom variables. Encryption protects user data by preventing respondents from seeing or editing the custom variables in your web link.
There are a few steps you need to take to set up encryption:
Read these instructions to get started.
Reach out to your Customer Success Manager to get the Encryption feature enabled. You’ll only need to get it enabled once.
Create your survey mappings. You can use our managed package or create your own mappings to standard and custom Salesforce objects. Learn how >>
Create a web link collector in the Salesforce integration. Make sure to add any custom variables you’d like to collect from your respondents. Learn how >>
Once you’ve created your web link, toggle on the option to Encrypt custom variables. We’ll show you an encrypted version of your survey link to send. However, this link won’t work until you set up encryption in Salesforce.
You’ll see instructions to set up encryption and a code sample. Copy this code sample to use later. You can always come back to this page and copy it later.
Ask your Primary Admin to create an encryption key and provide it to you.
To generate an encryption key:
To set up encryption in Salesforce:
We provide sample code for this trigger when you turn on encryption. However, there are a few things to keep in mind when using this code:
Set up any automations you need to send your survey link. If you’re sending this link from Salesforce, you’ll want to create an email template with your link, set up an email alert, and create a flow to send your survey. Learn how >>