SurveyMonkey for Salesforce is an Enterprise add-on (English only). Contact Sales or your Customer Success Manager (CSM). SurveyMonkey for Salesforce automates workflows to trigger surveys and pushes data back to Salesforce records for in-context analysis.
Can Salesforce be used for surveys?
Salesforce provides three types of survey licenses: Survey Response Pack, Salesforce Feedback Management - Starter, and Salesforce Feedback Management - Growth. The capabilities that you can use in your survey depend on the licenses that you have.
How do I save survey responses in Salesforce?
How to store your survey responses in Salesforce custom objectStep 1: Create your Survicate survey. ... Step 2: Create your Custom Object in Salesforce. ... Step 3: Create lookup relationships. ... Step 4: Set up Salesforce integration mapping. ... Step 5: Test the integration.
Can SurveyMonkey responses be tracked?
By default, most collectors track the IP address of your respondents as response metadata. However, if you turn on Anonymous Responses, your respondents' IP addresses won't be tracked. If you want to track other identifying information, make sure to also choose another tracking method.
Where is SurveyMonkey data stored?
Customer data for SurveyMonkey Apply (formerly known as FluidReview) is stored on servers located in Canada or the US. Apply customers should be aware that for certain reasons their data may still be accessed in the US. For example, we provide customer support and billing support from our US offices.
How do I track survey responses in Salesforce?
From the App Launcher, find and select Reports. Click New Report. From the Other Reports section, select All Survey Question Responses. Name the report.
How do I track a survey in Salesforce?
Survey Data in Salesforce To view interaction (Opened, Started, Completed), go to the survey record and scroll to the 'Survey Invitations' section. You will be able to see the list of responses on the 'Related' tab. To view an individual participant's response, click the down arrow and select 'View Responses'.
Is SurveyMonkey data confidential?
The first thing to know is that surveys are set up by a survey creator and not by SurveyMonkey. SurveyMonkey provides the tools for creators to configure their surveys how they want. This includes allowing them to collect strictly anonymous responses, or to choose to identify their respondents.
Does SurveyMonkey record IP?
The answer is 'Yes. ' If you are a respondent, your IP address is sent to the data collector. Collectors, by default, will store the IP address of respondents in the survey results.
Does SurveyMonkey have an API?
SurveyMonkey has an API that you can use to create apps from scratch and automate your team's workflows. Learn more.
Does SurveyMonkey have database?
We discovered SurveyMonkey and decided not just to use it as way to create surveys but to use it as a system to track our clients. It has became our one and only client database since 2008, and in no-time those piles of unentered forms were ENTERED!
Is SurveyMonkey a cloud service?
Momentive Inc. (formerly SurveyMonkey Inc.) is an experience management company that offers cloud-based software in brand insights, market insights, product experience, employee experience, customer experience, online survey development, and a suite of paid back-end programs.
How long is data stored on SurveyMonkey?
Once you delete data from your account it only exists in back-ups within our service for a limited period of no more than 12 months. After this time the data is permanently deleted.
Is SurveyMonkey available in English?
Get the integration! The SurveyMonkey for Salesforce integration is available in English only as an Enterprise add-on. If you’re interested, contact sales »#N#If you’re a current Enterprise customer with questions, contact your Customer Success Manager (CSM).
Can you connect surveys to Salesforce?
From the Connected Surveys page, you can connect surveys and map response data to Salesforce records. Or, you can select a connected survey to edit, duplicate, or delete from the Actions menu.
Can you use Einstein Bots on Salesforce?
If you’re using Einstein Bots on your custom website or Salesforce Community site, you can use the SurveyMonkey Einstein Bot Extension app to gather feedback about your customer’s Einstein Bot experience.
Can SurveyMonkey be used with Salesforce?
You can chat with your CSM about your specific use case so you can best utilize the integration. Organizations use the SurveyMonkey for Salesforce integration in many different ways, depending on how they use Salesforce. Below are some common use cases.
How does SurveyMonkey work with Salesforce?
Since it is hard to anticipate the decisions of your customer in preferring your product or services. Surveys are essential to know what your customer is thinking, which will help you to personalize the marketing strategy. SurveyMonkey is the fastest and easiest way to get direct feedback from your customers. With SurveyMonkey Salesforce integration, you can send surveys to your customers before and after purchasing your product or services SurveyMonkey integration with Salesforce enriches your Salesforce data with prospects and customer feedbacks
What is SurveyMonkey?
SurveyMonkey helps organizations to collect data about people using free online surveys and transform them into insights that can power the business. SurveyMonkey is not only limited to surveys but also can create quizzes and polls. It can bundle data collection instruments as web links, E-Mail, or through social media. SurveyMonkey also helps analyze the data once your audience provides the feedback. Its analytics features can automatically segment data based on key differentiators and present insights about the results.
What is Salesforce CRM?
Salesforce is a cloud-based Customer Relationship Management (CRM) tool that is designed to support companies in managing their Sales and Customer related data . You can use the Salesforce CRM without any technical background as it is easy to set up and manage. It has redefined the relationship between businesses and their customers by developing a more meaningful connection between them. By providing a single view for each of your client interactions, Salesforce CRM can give you unique insights into the customer’s journey and at the same time empower you with tools that can enhance your customers’ experience.
What is SurveyMonkey analysis?
Analyze Results: SurveyMonkey provides an option to view and analyze the responses during the process of collecting itself. SurveyMonkey provides varieties of charts and filters to visualize your results.
What is SurveyMonkey customizable?
Customizable: SurveyMonkey provides options to customize the themes of the survey form. You can pick up the theme that is most suitable for your survey.
What is Hevo data?
Hevo Data is a No-code Data Pipeline that offers a fully managed solution to set up data integration from Salesforce ( one of the 30+ Free Data Sources) and 100+ Data Sources and will let you directly load data to a Data Warehouse or the destination of your choice. It will automate your data flow in minutes without writing any line of code. Its fault-tolerant architecture makes sure that your data is secure and consistent. Hevo provides you with a truly efficient and fully automated solution to manage data in real-time and always have analysis-ready data.
Why do you need account planning in Salesforce?
Account Planning: Salesforce supplies you with enough insights about each Lead so that your Sales Team can tailor-make their approach for every potential Lead. This will surely increase their probability of success and the customer will also get a personalized experience.
Connecting the Integration
Connecting to Salesforce is a quick process that your customer success manager will take you through. You can also connect to a Sandbox instance.
Feature Overview and Glossary
You’ll work one-on-one with your customer success manager to understand your specific use case and connect your account, and after everything’s set up, we’ll be around to make sure your data is syncing successfully and meeting your needs.
Mapping Actions
If you're creating or updating existing objects in Salesforce, or you want to associate the SurveyMonkey custom response object with another object in Salesforce, you'll need to select a Mapping Action.
Query Mappings
Query Mappings tell the integration how to find existing objects. You'll use this if you've selected a mapping action that involves updating objects.
Field Mapping
Field mapping lets the integration use survey response fields to write to object fields. The Field Mappings table lets you map how the integration will sync the answers or metadata from your survey to object fields in Salesforce. You can map each response field to one or more objects in Salesforce.
Hidden Mapping
Hidden mappings pass static values to an object's field each time a survey response comes in. For example, send a value describing or coding your survey's audience to a field on a contact object.
Deployment Options
We offer two ways to send your survey. You can send your survey to respondents using a Web Link that you paste into a Salesforce-distributed email. Or send up to 20,000 emails per day through SurveyMonkey's email system using an Email Invitation.
What is SurveyMonkey?
SurveyMonkey is the world’s leading online survey platform. Trusted by 98% of the Fortune 500 and 60 million registered users globally, SurveyMonkey answers 20 million questions daily! Leverage our powerful survey platform in combination with business critical software integrations, to easily collect feedback from your prospects, customers, and employees. Watch responses roll in and analyze your results with powerful analytics from your desktop or our mobile app. Help is always a click away, we also offer 24/7 support—and our product is available in 55+ languages.
What is CATEGORIES survey?
CATEGORIES Surveys Build and distribute surveys with ease and speed. Send automated surveys across all channels. Sync real-time response data into Salesforce. The #1-rated CSAT, CES, and NPS survey solution according to AppExchange ratings & Salesforce Solution Engineers.
What is Getfeedback flow template?
Leverage GetFeedback's flow template to easily add branded, mobile-ready surveys and forms into your flows. GetFeedback surveys serve as a powerful front-end for fueling data entry for your automated business processes.
Does managed package count against org?
Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.