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Project Basics
  • Getting Started!
    • Building CX Surveys
    • CX Metrics
      • CX Dashboard
        • CX Dashboard Settings
          • Analyze your drivers
            • Good to know
              • Getting Started!
                • Assessment Question types
                  • Score and more
                    • Quiz participation
                      • Get Results
                      • Introduction to Poll
                        • Build your Poll
                          • Launch your Poll
                            • Analyze your Poll
                              • Build Project
                                • Project Style
                                  • Launch Project
                                    • Analyze Project
                                      • Account Settings
                                        • Good to Know

                                          Good to Know

                                          Once you’ve integrated both platforms, Sogolytics allows you to push data into Salesforce. Survey responses are pushed into the relevant fields of the right Salesforce object.

                                          For example, you might have a survey question that asks customers to rate the service they have received on a scale of 1 to 5. The rating a customer gives in a survey response can be pushed into a ‘Service Satisfaction Score’ field in that customer’s Contact record.

                                          To ensure a successful data connection, the relevant survey questions will need to be mapped to match the appropriate fields in Salesforce.

                                          This feature is available only in our Enterprise plan. Contact us to take advantage of this option.

                                          The following question types can be mapped to Salesforce fields:

                                          • Radio Button
                                          • Text Box
                                          • Drop Down
                                          • Rating Radio Button
                                          • Rating Drop down
                                          • Horizontal Radio Button
                                          • Drill down
                                          • Multiple Text Box
                                          • Multiple Drop Down
                                          • Demographics
                                          • Date

                                          Map Sogolytics questions to Salesforce fields carefully and ensure a perfect match by testing before going live. If the match is not correctly mapped, data will not be collected.