Get the integration! SurveyMonkey for Salesforce is an Enterprise add-on. You need to have the Salesforce integration to use Lightning Flows. Contact Sales or your Customer Success Manager (CSM).
Limitations: Lightning Flows and Components aren't available to customers storing data in the EU data center and the integration setup is only available in English.
If you use our Salesforce integration and use Salesforce Lightning Experience, you have access to our Lightning flows and Lightning Components.
The Lightning flow lets Salesforce users take or send in-the-moment surveys directly from Account, Contact, or Lead objects. Salesforce users can take a survey within Salesforce, for example, to provide feedback that a customer gave a rep over the phone.
The SurveyMonkey Lightning component lets Salesforce users send a survey to one or more Contacts off any object. By default, it uses the email tied to the object, but you can send to a different email as long as the Contact already exists in Salesforce. A common use case is to send ad-hoc surveys to Contacts in Salesforce related to an object. For example, you can collect feedback for contacts cc’d on a case.
The Survey Response Visualization Lightning component lets you see the responses from the survey that were completed via the component or flow. Response data is stored in SurveyMonkey Response records, which are related to the object the survey was sent from.
Use the SurveyMonkey Setup Assistant from the App menu to set up your System Connections and create and manage survey sets for Lightning Flows. Users need permission to set up Lightning pages and Lightning setup—contact your Salesforce administrator if you need assistance.
To set up your System Connections and Lightning Flow Management:
Sending the survey from the component creates a new email invitation collector to send the survey and it uses default SurveyMonkey branding.
To add the component:
To add the flow: