Integration with Salesforce

This article is for the new Salesforce integration, to see documentation for our legacy integration go here: Salesforce Integration (Legacy)

The GetFeedback Digital Salesforce Integration allows you to map information like response data or custom variables into any Salesforce object for easy tracking, reporting, and action in one place.

Connecting to Salesforce

To connect your GetFeedback account to Salesforce:

1. Log in to GetFeedback.
2. On the left sidebar, click Insights to go to Workspaces.
3. Click the person icon to go to Account.
4. Select Integrations.
5. In the upper-right corner, click New Connection.
6. Name your connection, then select your Organization type. 
7. Click Add Connection. 
8. Follow the prompts to log into your Salesforce account. 
9. Once you’re successfully connected, you’ll see your Salesforce connection listed on the Integrations page.

Setting up Custom Mappings

Once your account is connected to Salesforce, you can set up a custom mapping to pass information like response data, custom variables, or question text to any Salesforce object. Currently, you can only set up custom Salesforce mapping for one survey at a time.

To set up a custom mapping:

1. On the left sidebar, click Automations.
2. Click New Automation.
3. Select Salesforce Response Mapping.
4. Click Continue to data.
5. Find the form you want to use, and click Continue to Conditions.
6. You can set your automation to map All responses or Responses that match conditions. 
   • If you want to map responses based on conditions:
     • Select your data source: an answer, custom variable, or URL. Then set conditions based on those data sources.
     • For example, you can map responses from anyone who answers with a 9 or 10 to your NPS question.
       
       
       
7. Once you've set your conditions, click Continue to details.
8. Use the dropdown to select which Salesforce connection to send data to.
9. Select which Salesforce object to send your data to. Some common objects are Contact, Lead, and Case. You can also send your data to a Custom Object.
10. Use the drop-down to select how you want data added to the object: Create, Update, or Update or Create New.
11. Click Done with Connection and Object details.
12. Next, select which data to map to Salesforce: Answer, Custom Variable, Question Text, or a Fixed Value.
13. Use the search bar to find the Salesforce field you want to map data to.
14. Select whether to map the data Every time or Only when additional conditions are met, and set any additional conditions you want. When you’re finished, click Complete Field Mapping. You can also Add another field mapping.
15. When you’re done with field mappings, click Save Mapping.
16. Enter a name for your automation, then click Save Automation. 
17. To turn the automation on, find it in your Automations list, and click the toggle to activate it.
18. Once your custom mapping is activated, data that meets any conditions you set will be mapped to Salesforce as soon as someone completes a form.