Send answers to Salesforce

On the Team plan and above, an admin connects one Salesforce user for the organization. For named surveys, each response finds a record of the object you choose, Lead or Contact, by email, or creates one in that object. It updates the fields you mapped and logs the answers as a completed Task.

Before you start

• A Salesforce user who can create and edit Leads, Contacts and Tasks, and edit the fields you map. Fields appear in the mapping when that user can edit them (field-level security).
• The Team plan or higher, and the Salesforce integration set up on this server.
• If your org restricts connected apps, an administrator allows wrkflow, and relaxes IP restrictions for it: the addresses wrkflow connects from change.

wrkflow asks Salesforce for the api, refresh_token and id OAuth scopes.

Set up

1. 1Open Integrations, then Salesforce, and choose Connect Salesforce. Sign in as the Salesforce user wrkflow should act as.
2. 2Open a named survey’s Settings and find Save responses. Choose Set up for Salesforce and map questions to fields. A new Lead needs a Last Name and a Company: wrkflow fills Last Name from the participant, and Company from your default or a mapped value, otherwise Unknown.
3. 3Check that the destination is on, then submit a test response and look for the Lead or Contact and its Task.

What leaves wrkflow

• The record is found by the participant’s email, or, for a public link, the email question you choose.
• Mapped fields are updated with what you map: answers, and also the participant’s name and email, attributes, hidden fields, the survey title, the date and the response id. A blank answer never erases a field.
• With Log the answers on, which is the default, the Task carries every answer that isn’t sensitive, not only the mapped ones, plus a link to the results page.
• Sensitive questions never fill a field and read “Hidden: sensitive” in the Task. Personal data in written answers is masked.

If something goes wrong

• Reconnect needed: the refresh token was revoked, or your session policy ended it. Choose Reconnect, then Retry the failed deliveries.
• Salesforce responded 400, Required fields are missing: a field your Salesforce org requires has no value. Map a question to it, or make it optional in Salesforce. wrkflow already fills Last Name, and for Leads Company.
• Salesforce responded 400, Use one of these records: a duplicate rule blocked the new record. Relax the rule for the integration user, or map to Contacts that already exist.

See Integrations for the statuses and how to ask support.