SurveyMonkey's managed package for Salesforce offers a simple way to push survey responses into your Salesforce organization. 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
The SurveyMonkey managed package includes 2 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:
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: