A Detailed Look at GetFeedback Managed Mapping to Salesforce

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GetFeedback Managed Mappings for Salesforce offers a simple way to push survey responses into your Salesforce organization. 

Managed Mappings can’t create new records or push response data to Standard or Custom objects. If you want to send data to Standard or Custom objects, use GetFeedback Custom Mapping instead.

Video: Managed Mappings Tutorial

Installing Managed Mappings

To use Managed Mappings, you need to install a small package in your Salesforce organization. 

  1. Connect your Salesforce organization to GetFeedback.

  2. From your survey, go to Mappings > Salesforce Managed Mappings.

  3. Select the Draft Survey tab.

  4. Select the Salesforce organization to push Draft or Live responses to.

  5. Select Install Managed Package.

  6. Follow the instructions on the screen to install the package.

  7. When installation is complete, go back to GetFeedback.

  8. Turn on the toggle to Sync to Salesforce using Managed Mappings.

Objects in the Managed Mappings Package

After installing the managed package, we add three objects to your Salesforce organization: Survey, Response, and Answer

Survey

Each individual survey you design in GetFeedback and map to Salesforce creates Salesforce by a unique Survey record. The first response you push to Salesforce for the survey creates the Survey record. The Survey record contains basic information, like the survey name. 

Response

Each time a respondent submits a survey response, we create a new record on the Response object. Each Response record contains information about the response submission (not the answers within the response), including the date and time the response was submitted and a link to view the response in GetFeedback.

Each Response record has a lookup reference to its parent Survey record. If you added merge fields to your survey, you can associate your Response record with those records in Salesforce using lookup relationships

Answer

For every survey question submitted, we create a new record on the Answer object. Each Answer record contains full details of the survey question and the respondent’s answer. 

Each Answer record has a lookup reference to its parent Response record and to the appropriate Survey record. 

Managed Mapping Data Structure

Each answer value is stored in one or more fields on the Answer object. The type of field may vary depending on the GetFeedback question type. The Display Value formula field is used to display the answer value for viewing purposes, regardless of data type.

Customizing Page Layouts in Salesforce

To better view a contact’s survey responses in Salesforce, your admin can add the Response and Answer objects to the Contact Page Layout. After changing the page layout, you can view someone’s survey responses on their Contact record. 

To customize the Contact Page Layout in Salesforce:

  1. In Salesforce, go to Setup.

  2. Go to Object Manager.

  3. Go to the Contact object, then select Page Layouts.

  4. Select Contact Layout.

  5. In the Contact Layout box, select Related Lists.

  6. Drag the Answers and Responses labels to the area below, then save your page layout. 

Creating Reports and Dashboards

Managed Mappings push data to Salesforce so you can build Salesforce Reports and Dashboards. Talk to your Salesforce representative to learn how to implement reporting in your Salesforce organization.

Each answer value is stored in one or more fields on the Answer record. Build your reports based on the appropriate fields on the Answer object. For example, if you’re reporting on numeric data, you’ll want to use the Number field. You can also filter Salesforce reports to only include certain questions. 

Enabling Reporting

To create reports, you need to enable reporting on your Survey, Response, and Answer objects.

  1. Go to the object.

  2. Select Edit.

  3. Check the box to Allow Reports, then Save. 

Creating Reports

Once you've enabled reporting on all three objects, you can create your report. 

  1. In Salesforce, go to the Reports tab and select New Report

  2. Select the Surveys with Responses with Answers report type.

  3. Select Start Report.

  4. Build your report. You can adjust the date range and filter by Survey, Responses, and Answers. For example, you can report on NPS by filtering the Number field based on QuestionType = NetPromoter, or on QuestionTitle = How likely are you to recommend us to a friend or colleague

Tracking and Personalizing Surveys using Salesforce IDs

When you share surveys that use Managed Mappings, you can include Salesforce IDs (such as Case or Contact ID) as merge fields to associate survey response data with your contacts in Salesforce. Learn more about Salesforce merge fields

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