Slaesforce FAQ

how to set up getfeedback in salesforce

by Carmine Muller Published 2 years ago Updated 2 years ago
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  • Getting Started. Log in to GetFeedback and navigate to Integrations > Salesforce. You'll see the Access Control interface, and the +Add Connection button.
  • Connecting More Than one Salesforce Org. You may return to this page to add additional Salesforce orgs using the process described above, depending on how many Salesforce connections are included ...
  • Deleting or Changing your Connection. If you need to delete a connection but would like to keep the mappings you've built in your surveys, this is absolutely possible.

Log in to GetFeedback and navigate to Integrations > Salesforce. You'll see the Access Control interface, and the +Add Connection button. You'll see that your own name appears as a Member of your team - you may or may not be the admin of your team - this depends on your GetFeedback team set up, if applicable.

What is getfeedback flow actions in Salesforce?

For organizations using a Salesforce Community, GetFeedback Flow Actions lets you embed any GetFeedback survey in a Community page. Now that you’ve built a survey and planned the delivery, the next step is preparing your Salesforce environment to receive the customer feedback.

How do I connect to my getfeedback team?

You'll see the Access Control interface, and the +Add Connection button. You'll see that your own name appears as a Member of your team - you may or may not be the admin of your team - this depends on your GetFeedback team set up, if applicable.

What is the getfeedback integration?

The GetFeedback integration empowers Commerce Cloud customers to identify drivers behind cart abandonment and other behaviors, enrich customer data via post-purchase surveys, conduct audience research among site visitors, quickly resolve bugs, and create more effective marketing campaigns.

What is measuring customer feedback in Salesforce?

Measuring customer feedback gives you insight into every aspect of your customer experience. In this guide, you’ll learn the seven easy steps to build mobile-friendly customer surveys and then translate those insights into action with Salesforce. GetFeedback makes it easy for anyone to build beautiful and engaging surveys.

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How do I install GetFeedback in Salesforce?

Setting Up the AppDownload and install the GetFeedback Managed app from Salesforce's AppExchange.In your GetFeedback account, click Settings in the right sidebar.Find the API Access tile, and click Edit.Copy the API token, then navigate back to Salesforce.In the GetFeedback app, go to the Setup tab.More items...

How does GetFeedback work with Salesforce?

GetFeedback allows you to choose which questions a respondent sees based on their previous answers — or based on customer data. For example, you could create follow-up questions on a Customer Satisfaction (CSAT) survey that only appear after a respondent gives a low score.

Does Salesforce own GetFeedback?

SurveyMonkey acquired GetFeedback, a leading customer experience solution purpose-built for the Salesforce ecosystem, in the fall of 2019. For customers looking to trigger action-based surveys out of Salesforce, and capture customer experience data in their CRM, GetFeedback is the best-in-class solution.

How much does GetFeedback cost?

$50 per monthGetFeedback begins at $50 per month for the Professional plan and has a very specific mission. It doesn't try to be an all-purpose online survey tool, although you could press it into service in that role. The application is primarily designed to get feedback from people using mobile devices.

How do I use surveys in Salesforce?

How To Create Your First Survey Using Salesforce SurveysEnable Surveys within your Org. ... Give users permission to create surveys. ... Customize your start page. ... Add your Questions. ... Customize the survey to match your brand. ... Activate it! ... Get your link and send out your Survey. ... View the responses.

What is formstack in Salesforce?

Formstack for Salesforce easily automates your most tedious processes. Consolidate Your Tools. Access a comprehensive suite of tools for Salesforce. Build digital forms, automate documents, and collect eSignatures without leaving Salesforce.

What company owns SurveyMonkey?

Zendesk IncOct 28 (Reuters) - Software services company Zendesk Inc (ZEN. N) said on Thursday it would buy Momentive Global Inc (MNTV. O), owner of the popular SurveyMonkey platform for nearly $4 billion in an all-stock deal.

What is Salesforce surveys?

What is Salesforce Survey? Surveys are for collecting feedback and data from your users or customers by using a simple editor. The survey data that you collect from participants is stored in your org. You can then use Salesforce to view survey data, create reports and dashboards, and share insights with your company.

Is Usabilla free?

Usabilla offers the following pricing plans: Starting from: Pricing model: Subscription. Free Trial: Available.

Is get feedback free?

Try a 14-day free trial Get up and running today with free trial that offers full platform capabilities. Plus, our support team is available to help you maximize your trial run.

How much does Usabilla cost?

You can buy a single product license or the full suite. Price is on request, although pricing starts from $10,000 per year. You also need to pay extra for: Usabilla In-Page.

Getting Started

Log in to GetFeedback and navigate to Integrations > Salesforce. You'll see the Access Control interface, and the +Add Connection button. You'll see that your own name appears as a Member of your team - you may or may not be the admin of your team - this depends on your GetFeedback team set up, if applicable.

Connecting More Than one Salesforce Org

You may return to this page to add additional Salesforce orgs using the process described above, depending on how many Salesforce connections are included with your GetFeedback plan. You'll always be able to see how many Salesforce connections you have remaining.

Deleting or Changing your Connection

If you need to delete a connection but would like to keep the mappings you've built in your surveys, this is absolutely possible. What we would recommend in this case is to create your new connection first (if you have enough Salesforce connections).

General Setup

Connecting to Salesforce Managing your Salesforce Integration (for GetFeedback team administrators)

Further Salesforce Integration Support

Re-Syncing Responses to Salesforce Troubleshooting Salesforce Integration If you need any further help, you can always reach out to our support team at [email protected]

Getting Started

First, connect your survey to Salesforce. You don’t need to build your mappings yet, just connect the survey to Salesforce. Navigate to Edit Survey > Mappings > Salesforce Custom Mappings to connect the survey to your integrated Salesforce environment.

Build your Email Template

Choose your Call to Action. Embed a button or embed a survey question directly in your email.

Set up your Case Closed Workflow

Tick the checkbox labeled Create case closed workflow. When you Save initial email settings in the email builder, the workflow will be created and connected alongside your Outbound Message in Salesforce.

Set up a Custom Salesforce Workflow

If you haven’t already, set up a workflow in Salesforce to trigger your survey outbound message.

Sending Using Your Own Email Domain

When setting up automated emails from Salesforce you’ll also be able to send using your own email domain by setting up DKIM.

Sending Using a GetFeedback Subdomain

If you do not want to make changes to your DNS you can also send using a custom GetFeedback subdomain. Contact our support team and we'll gladly set this up for you. Your subdomain would appear something similar to: yourcompany.getfeedback.com when sending.

GetFeedback, by SurveyMonkey

GetFeedback is a flexible, easy to use customer experience (CX) solution that companies like Crocs, Deckers, Hibbett, Puma, and YETI use to capture feedback across all channels, analyze it for trends, and act on it quickly to improve the customer experience. GetFeedback is the only integration specifically designed for feedback on the Commerce Cloud Marketplace.

Integration Overview

The GetFeedback integration empowers Commerce Cloud customers to identify drivers behind cart abandonment and other behaviors, enrich customer data via post-purchase surveys, conduct audience research among site visitors, quickly resolve bugs, and create more effective marketing campaigns.

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