- Media library
- Question limits
- Creating a survey from MS Word doc
- How to edit live surveys
- Survey blocks
- Survey block randomizer
- Question randomization
- Scale Library
- What is monadic testing?
- What is sequential monadic testing?
- Extraction Support for Image Chooser Question Types
- What is comparison testing?
- Custom validation messages
- Standard question types
- Advanced question types
- Multiple choice question type
- Text question- comment box
- Matrix multi-point scales question type
- Rank order question
- Smiley-rating question
- Image question type
- Date and time question type
- CAPTCHA question type
- Net Promoter Score question type
- Van Westendorp's price sensitivity question
- Choice modelling questions
- Side-By-Side matrix question
- Homunculus question type
- Predictive answer options
- Presentation text questions
- Multiple choice: select one
- Multiple choice: select many
- Page timer
- Contact information question
- Matrix multi-select question
- Matrix spreadsheet question
- Closed card sorting question
- Flex Matrix
- Text Slider Question Type
- Graphical Rating Scales
- Rank Order - Drag and Drop
- Bipolar Matrix - Slider
- Bipolar Matrix Likert Scale
- Gabor Granger
- Verified Digital Signature
- Star Rating Question Type
- Push to social
- Attach Upload File Question
- Constant Sum Question
- Answer type
- Reorder questions
- Question tips
- Text box next to question
- Text question settings
- Adding other option
- Matrix question settings
- Image rating question settings
- Scale options for numeric slider question
- Constant sum question settings
- Budget scale question settings
- Setting default answer option
- Exclusive option for multiple choice questions
- Validate question
- Bulk validation settings
- Remove validation message
- Question separators
- Question Code
- Page breaks in survey
- Survey introduction with acceptance checkbox
- RegEx Validation
- Question Library
- Embed Media
- Slider Start Position
- Answer Display - Alternate Flip
- Matrix - Auto Focus Mode
- Text validations
- Numeric Input Settings- Spreadsheet
- Answer Groups
- Hidden Questions
- Decimal Separator Currency Format
- Allow Multiple Files - Attache/Upload Question Type
- Branching - Skip Logic
- Compound Branching
- Compound or delayed branching
- Dynamic quota control
- Dynamic text or comment boxes
- Extraction logic
- Show or hide question logic
- Dynamic show or hide
- Scoring logic
- Net promoter scoring model
- Piping text
- Survey chaining
- Looping logic
- Branching to terminate survey
- Logic operators
- Selected N of M logic
- JavaScript Logic Syntax Reference
- Block Flow
- Block Looping
- Scoring Engine: Syntax Reference
- Always Extract and Never Extract Logic
- Matrix Extraction
- Locked Extraction
- Dynamic Custom Variable Update
- Survey settings
- Save & continue
- Anti Ballot Box Stuffing (ABBS) - disable multiple responses
- Deactivate survey
- Admin confirmation email
- Action alerts
- Survey timeout
- Finish options
- Spotlight report
- Print survey response
- Search and replace
- Review Mode
- Survey Timer
- Allowing multiple respondents from the same device
- Text Input Size Settings
- Admin Confirmation Emails
- Survey Close Date
- Respondent Location Data
- Review Mode
- Review, Edit and Print Responses
- Geo coding
- Classic Progress Bar
- Live survey URL
- Customize survey URL
- Create email invitation
- Personalizing emails
- Email invitation settings
- Email list filter
- Survey reminders
- Export batch
- Email status
- Spam index
- Send surveys via SMS
- Phone & paper
- Adding responses manually
- SMS Pricing
- Embedding Question In Email
- Deleting Email Lists
- Multilingual Survey Distribution
- SMTP
- Reply-To Email Address
- Email Delivery Troubleshooting
- Survey Dashboard - Report
- Overall participant statistics
- Dropout analysis
- Pivot table
- Turf analysis
- Trend analysis
- Correlation analysis
- Survey comparison
- Gap analysis
- Mean calculation
- Weighted mean
- Spider chart
- Cluster Analysis
- Dashboard filter
- Datapad
- Download Options - Dashboard
- HotSpot analysis
- Heatmap analysis
- Weighted Rank Order
- Cross-Tabulation Grouping Answer Options
- A/B Testing in QuestionPro Surveys
- Data Quality
- Data Quality Terminates
- Conjoint analysis designs
- Conjoint part worths calculation
- Conjoint calculations and methodology
- Conjoint attribute importance
- Conjoint profiles
- Market segmentation simulator
- Conjoint brand premium and price elasticity
- What is MaxDiff scaling
- MaxDiff settings
- Anchored MaxDiff Analysis [BETA Release]
- MaxDiff FAQ
- MaxDiff- Interpreting Results
- Automatic email report
- Data quality - Patterned responses
- Data quality - gibberish words
- Import external data
- Download center
- Consolidate report
- Delete survey data
- Data quality - All checkboxes selected
- Exporting data to Word or Powerpoint
- Scheduled reports
- Datapad
- Notification Group
- Unselected Checkbox Representation
- Merge Data 2.0
- Update user details
- Update time zone
- Teams
- Add Users
- Usage dashboard
- Single user license
- License restrictions
- Troubleshooting login issues
- Software support package
- Welcome Email
- User Roles & Permissions
- Bulk Add Users
- Two-Factor Authentication
- Network Access
- Changing ownership of the survey
- Unable to access Chat support
- Navigating QuestionPro Products
Configuring a Salesforce Integration
After developing the survey using QuestionPro's web-based wizard interface, the mapping between the survey and a Salesforce.com object needs to be defined.
Application Integration is required for QuestionPro to integrate with your SalesForce account. Not all SalesForce Editions allow application integration. Please check with your SalesForce representative if your account has access to Application Integration.
The steps for implementing the QuestionPro / Salesforce.com integration are as follows:
Go To:
- Login » Surveys » Integration » Salesforce
After the connection is verified Object Mapping section appears
Type of Salesforce Objects available
Select the type of object that you would like to map to in your Salesforce.com database.
Note: If you plan on mapping to custom objects or custom fields in Salesforce.com, you will need to create them in Salesforce.com and revisit this mapping screen.
After defining the Salesforce.com object, each question will have a link for mapping that question to a Salesforce.com object.
Mapping can be done from
- Login » Surveys » Integration » Salesforce
- A link is provided with custom variables for your Salesforce.com email campaign. The link contains an ID for the survey hosted at QuestionPro as well as an ID for the Salesforce.com object. Using this link, you can send invitations to your contacts in Salesforce.com to take a survey. When a respondent clicks on the link, QuestionPro will capture their survey responses and also populate your Salesforce.com system with the survey results.
- The next step is to create an E-mail template in Salesforce.com containing the customized link. For assistance on generating the correct link, please reference the help item below. For help creating an E-mail template, you may reference the help item below or your Salesforce.com documentation.
- The final step is inviting respondents to take the survey. If the link to your survey has been configured correctly, QuestionPro automatically tallies the data and passes it back to Salesforce.com.
Data type
In QuestionPro all close ended (select type) question types are saved as integer. You can map all close ended (select type) type questions to a number field in SalesForce with 0 decimal places, and usually 1 for length unless there is more than 9 responses to that particular question is which case you will need to set a length of 2 or more. Text questions can be saved as a text field. A complete collection of all the question types and their fields are as below:
| Question Type | SalesForce Field Type |
|---|---|
| Multiple Choice Select One | Number/ Pick list |
| Multiple Choice Select Many | Pick list select many |
| Open Ended questions | Text |
| Multi Point scales | Number/ Pick list |
| Constant Sum | Text |
| Date/Time | Text |
| Contact Information | Text |
| Dynamic Lookup Table | Text |
Where can I find Security Token?
Once you create an account on SalesForce, you will get an email with the Security Token. If you do not get the email with the security token you can certainly reset the security token from your SalesForce Account.
To reset the Security Token you can login into your SalesForce Account >> on top right corner click My Settings >> Personal >> Reset My Security Token
License
This feature is available with the following licenses :
You may also be interested in...
Salesforce Overview
Salesforce Integration FAQ's
Salesforce Login via SurveyAnalytics - How to?
How the Salesforce Link Works
Troubleshooting Salesforce Integrations
Salesforce Communication Templates
Single Signon - Viewing Reports within Salesforce.com
Mapping Custom Variables to Salesforce
Using QPRO_Survey
