February 14, 2025
Listen to this articleConnecting SurveyMonkey with Salesforce is a great way to link poll information with your customer management system. The SurveyMonkey Salesforce connection is excellent for connecting survey answers with Salesforce records. It’s useful for checking customer happiness, getting feedback after support, or finding new leads. By means of SurveyMonkey integration with Salesforce, you may better manage your data, enhance your reports, and obtain more transparent views of client handling. This article will walk you through matching your survey findings to Salesforce. The setup process with a Salesforce integration consultant, explains how to match your survey answers to Salesforce and discusses how this link can help you.
Before starting the connection setup, ensure your Salesforce and SurveyMonkey accounts are set up correctly. This provides easy connection and operations.
SurveyMonkey Permissions
To use SurveyMonkey with Salesforce, you need access to certain SurveyMonkey features:
– Enterprise Power Seat: If you have Power or Casual seats, you need an Enterprise Power seat to use connection tools with SurveyMonkey.
– Permissions for Surveys: Ensure you have access to make and handle surveys, which might need an Enterprise plan.
Salesforce Permissions
To prevent problems during connection, it’s best to use a Salesforce account with the “System Admin” role. Make sure the following rights are turned on for easy SurveyMonkey Salesforce Integration:
| Salesforce Permission | Description |
|---|---|
| Create, Read, Update, Delete | Permissions for fields and objects where you’ll map survey responses. |
| API Access | Allow API access to connect SurveyMonkey with Salesforce. |
| Modify Metadata through Metadata API | Allows for modification through API, important for customizing the integration. |
| Send Outbound Messages | Enable this for users triggering outbound messages (e.g., survey invitations). |
| Password Never Expires | Keeps the connection intact without breaking due to password changes. |
| View All Users | Helps to send trigger-based survey invites. |
Working with Salesforce consulting partners can help you to guarantee a flawless connection, thereby optimising data flow and improving your company processes.
Step 1: Create Your Survey in SurveyMonkey
The first step in the connection process is to create your poll in SurveyMonkey. This involves making the poll and deciding what questions to ask.
– Create Your Survey: Salesforce integration consultant customizes the poll process by adding questions and using skip logic-style reasoning.
– Custom Variables: You can add custom variables to keep track of unique details about survey takers, like their customer ID or account number. These can later be connected to Salesforce fields.
– Email Invitations: If you want to send poll invites by email, create the email form now. Later, you will use it to send offers from SurveyMonkey.
Step 2: Getting Ready Salesforce Objects
After setting up your poll, ensure that Salesforce can process the data from SurveyMonkey.
– Custom Objects: Be sure to construct the new Salesforce object before mapping the poll data to it. Proceed to the following step if you have contacts or opportunities.
– Custom Fields: Salesforce integration consultant set up special fields for each type of survey data you want to track. For example, if your poll asks customers to rate their happiness, ensure a place in Salesforce exists to save that rating.
– Field Compatibility: Some poll questions can only be used with certain types of Salesforce fields, like picklist, text, or number fields. Make sure to use the field planning guide to prevent any connectivity problems.
Step 3: Linking SurveyMonkey to Salesforce
Now that you’ve created your poll and set up your Salesforce objects, it’s time to link the two systems.
Connecting Your Accounts:
– In SurveyMonkey, go to the Products tab and click on Integrations & Plug-ins.
– Pick Salesforce and then click on Connect. If you’re logged into Salesforce, it will immediately link to your current account.
OAuth 2.0 interface:
This interface uses OAuth 2.0 for safe login, keeping your data private.
Multiple Account Connections:
You can link multiple accounts to SurveyMonkey using different Salesforce settings, such as testing and production. Salesforce consulting partners ensure that data moves quickly between all your systems.
After you connect your accounts through Salesforce consulting partners, you can link the poll answers to specific areas in Salesforce. There are two main ways:
Mapping of Managed Packages
This is an easier way to send all answers to the SurveyMonkey Response Object in Salesforce. It requires installing a small managed package in Salesforce, which instantly creates the required mappings.
Custom Object Mapping
For more freedom, you can create custom settings to send survey data to specific Salesforce objects, such as Accounts, Contacts, or Opportunities. This choice lets you choose where to store your survey data in Salesforce, but it requires more setup work.
Step 4: Sending Surveys to Your Audience
Once everything is ready, you can send your forms to collect information.
You can create a unique web link for your poll and share it in emails, social media, or on your website.
Using SurveyMonkey, you can email surveys; but, you must create a Salesforce process that automatically generates survey requests.
The SurveyMonkey and Salesforce connection has many uses based on your company’s needs. Some of the most frequent situations are best optimized by working with a Salesforce certified consultant who can tailor the integration to meet your specific business goals:
After-Support Surveys
A Marketing Cloud consultant suggests that after a customer support issue is resolved, instantly send a poll to check how satisfied the customer is. Connect this info with Salesforce to better understand what customers need and to enhance our service.
Customer Satisfaction Surveys (CSAT)
Connect CSAT polls with Salesforce to monitor and report customer happiness scores. This lets you respond quickly to customers’ comments.
Net Promoter Score (NPS) Surveys
Monitor customer trust by gathering NPS feedback and connecting it with Salesforce. This integration using Salesforce certified consultant helps you find promoters, passives, and critics to improve your interactions with customers.
Getting and Improving Leads
Use SurveyMonkey to build lead generation forms, add them to your website, and connect them to Salesforce to generate new leads instantly. This will enhance your lead management and streamline your sales process.
Examining the Integration of SurveyMonkey and Tableau
According to a Salesforce certified consultant, while not directly associated with Salesforce, SurveyMonkey tableau integration can substantially enhance your data analysis capabilities. Integrating your poll data with Tableau enables the creation of clear graphics and reports that enhance insights into client feedback and satisfaction.
A Marketing Cloud consultant will improve your lead handling and make your sales process easier. You can use the same SurveyMonkey integration tools to connect Tableau for a more thorough study of your data.
The SurveyMonkey and Salesforce interface helps businesses easily collect and store important poll information in their CRM. With a Marketing Cloud consultant, one can improve consumer feedback systems, gain understanding, and streamline corporate operations by acquiring suitable rights, setups, and mappings.
Are you seeking additional information or assistance in integrating SurveyMonkey with Salesforce? Contact us today for valuable guidance and assistance!
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Siddharth Sehgal is CEO & Salesforce Communication Guru. He helps businesses grow exponentially by putting their Salesforce CRM on steroids with his unique techniques. He is on a mission to help businesses build deeper relationships with their customers.
