SurveyMonkey for Salesforce: Mapping Multiple Surveys to a Custom Salesforce Object

Get the integration! SurveyMonkey for Salesforce is an Enterprise add-on. Contact Sales or your Customer Success Manager (CSM). Limitation: The integration setup is only available in English.

The SurveyMonkey for Salesforce integration allows you to map survey data to fields on Salesforce objects. However, if you map multiple surveys to the same custom object, you may end up with blank fields and missing information. You can adjust your object’s page layout to make sure your 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. You'll use these page layouts to create record types later.

Create the following page layouts:

  • 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.

In this example, we create 4 page layouts: a primary layout, a Customer Service Feedback layout, a Trip Feedback layout, and a Case Closure layout.

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.

Follow this guidance 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 SurveyMonkey:

  1. Go to the Salesforce Integration.
  2. Connect your account and survey if you haven't already.
  3. Create a new mapping. Map all of your responses to the custom object.
  4. Under Add more data, map the record type ID to the Record Type ID field as a static value.
  5. Select Save object to save your mapping.
  6. 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.