Integration with Salesforce: The Customer Company CRM tool brings a new time-saving way of customer management. Using Salesforce: The Customer Company integration, our application provides the capability to synchronize data between the survey and the Salesforce: The Customer Company objects as well as to distribute surveys with the help of Salesforce: The Customer Company facilities.
This ensures that your Salesforce: The Customer Company database is always updated with the client information after submission of the online survey. Moreover, now you can easily export the respondent data from Salesforce: The Customer Company account, with no need to input data manually in the online survey. Automate your sales-cycle process with two-way data exchange between Salesforce: The Customer Company and KeySurvey.
Integration Key Features
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Distribute the survey link inside an email template in Salesforce: The Customer Company account or by other distribution means;
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Auto-populate survey questions with client information stored in Salesforce: The Customer Company account;
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Keep updated your Salesforce: The Customer Company database with client information by prompting to take the online survey;
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Track survey results following the report link generated and saved to Activity History within SalesForce object integration was performed with.
SalesForce account you integrate your survey/form with must have Edit Task and Edit Event rights activated.
To integrate your Salesforce.com account, first you need to set up the login page by going to My Account > Sales Force Login page.
For details, please see Salesforce.com Login Setup.
After that, you will need to configure the integration setups on Launch Survey > Distribute via http://Salesforce.com page.
For details, please see the New Integration Setup help page.
Integration Requirements
Your http://Salesforce.com account must have the Salesforce API right enabled.
Make sure your edition of http://Salesforce.com is compatible to use the API.
This feature is enabled by default in:
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Enterprise Edition
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Unlimited Edition
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Developer Edition
The API package is not available for the following editions:
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Personal Edition
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Group Edition
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Professional Edition
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A new integration between the selected form and Salesforce objects can be setup/edited from this page. |
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The corresponding page allows viewing and modifying the current integration settings as well as setup new integration between the associated form and Salesforce objects. |
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The Salesforce account access provides the dataflow between Form.com's and Salesforce's servers before and after the Survey is completed. |
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The article presents a table with question types, data flow direction and Salesforce compatible object types. |