SurveyMonkey for Salesforce: Managed Package


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If you use our Salesforce integration, SurveyMonkey's managed package for Salesforce offers a simple way to push survey responses into your Salesforce organization. Learn more about the SurveyMonkey for Salesforce integration.

Our Managed Mapping package creates two new objects in your Salesforce environment and maps survey responses to them. You can also relate these records to other Salesforce records, like a Contact or Account record, to show survey data wherever you need it.

The first time you use managed mapping, you’ll need to install a small package in your Salesforce organization. To install the Managed Mapping package, choose the Sync all responses to SurveyMonkey’s Response object option on the Object Mapping page. Learn more

TIP! To install the managed package in a sandbox environment, change the subdomain in the installation link to “test” – for example,

The SurveyMonkey managed package includes 2 objects:

  • SurveyMonkey Survey Response: The parent object, Each time some submits a survey response, we create a new record on the Survey Response object. Each Survey Response record contains information about the response submission (not the answers within the response).  
  • SurveyMonkey Response: The child object. For every survey question someone submits, we create a new record on the Response object. Each Response record contains full details of the survey question and the respondent’s answer. In Salesforce, you can add a lookup field to the page layout to reference the parent Survey Response record.
  • SurveyMonkey Survey Response Components (Parent Object)
  • SurveyMonkey Response Components (Child Object)

You can map survey data to different fields and lookup fields on the SurveyMonkey Response object. You can also add lookup fields to the SurveyMonkey Response object. You can use these lookup fields to bring in data from other objects.

To better view a contact’s survey responses in Salesforce, your admin can add the Response object to the Contact Page Layout. After changing the page layout, you can view someone’s survey responses on their Contact record.

To customize the Contact Page Layout in Salesforce:

  1. In Salesforce Setup, go to Object Manager.
  2. Go to the Contact object, then select Page Layouts.
  3. Select Contact Layout.
  4. In the Contact Layout box, select Related Lists.
  5. Drag the Survey Response label to the area below, then save your page layout.

Managed Mappings push data to Salesforce so you can build Salesforce Reports and Dashboards. Talk to your Salesforce representative to learn how to implement reporting in your Salesforce organization.

Each answer value is stored in one or more fields on the SurveyMonkey Response object. Build your reports based on the appropriate fields on the object. For example, if you’re reporting on numeric data, you’ll want to use the Number field. You can also filter Salesforce reports to only include certain questions.

To create reports, you need to enable reporting on your Survey Response, and Response objects. To enable reporting for your objects in Salesforce:

  1. In Salesforce, go to the object.
  2. Select Edit.
  3. Check the box to Allow Reports, then Save.

Once you've enabled reporting on both objects, you can create your report in Salesforce. Select the SurveyMonkey Responses report type.