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. If you’re not familiar with Managed Mappings - catch up on the basics of Managed Mappings.

Getting Started

All survey response data sent to Salesforce using Managed Mappings will follow the same data structure in your Salesforce organization by creating new records on three objects - Survey, Response, and Answer. These objects will be added to your Salesforce org when you install the GetFeedback Managed Mapping managed package.

Check out our Managed Mapping video tutorial:

1. Survey

Each individual survey you design in GetFeedback and map to Salesforce, will be represented in Salesforce by a unique Survey record. The first response you push to Salesforce for the survey will create the Survey record.

The Survey record contains basic information, like the survey name. Here’s an example of how you might set up your Page Layout to view your managed Survey object

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The Survey object is created automatically in your Salesforce instance when you install the Managed Mapping managed package.

2. Response

Each time a respondent submits a survey response - a new record will be created on the Response object. Each Response record contains information about the response submission (not the answers within the response) -- like the date and time the response was submitted, and a link to view the response within GetFeedback.

Here’s how you might set up a Salesforce Related List to view a list of Responses for a Survey

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Here’s how you’ll set up a Salesforce Page Layout to view a single Response record

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

The Response object is created automatically in your Salesforce org when you install the Managed Mapping managed package.

3. Answer

For every survey question submitted, a new record will be created on the Answer object. Each Answer record contains full details of the survey question and answer provided. 

Here’s how you might set up a Salesforce Related List to view a list of Answers on a Response:

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And here is is an example of how you might set up a Salesforce Page Layout to view a single Answer record:

Answer Field Managed Mapping Salesforce

Each Answer record has a lookup reference to its parent Response record and to the appropriate Survey record. The Answer object is created automatically in your Salesforce org when you install the Managed Mapping managed package. 

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.

Page Layouts

You may want to change one or more page layouts in Salesforce for each object. See this Salesforce help article on how to customize Page Layouts.

Managed Mappings don’t allow for pushing response data directly to Standard objects or your own Custom objects. We recommend using GetFeedback Custom Mapping for that.

Creating Reports and Dashboards

Managed Mappings push data to Salesforce to allow your data to be fully reportable within Salesforce Reports and Salesforce Dashboards. Check in with Salesforce to learn more about how to implement reporting in your Salesforce organization.

To begin, enable reporting on your Survey, Response, and Answer objects. Do this by navigating to each of these objects, clicking Edit, and enabling Allow Reports. Once you've enabled reporting on all three objects, you can create your report. First, head to your Reports tab and click on New Report. From there, you'll select the Surveys with Responses with Answers report type

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After clicking Create, you can begin building your report. You can adjust the date range and add filters based on Surveys, Responses, and Answers.You'll want to play with OR & AND rules within your filters to build the ideal report for your organization.

Each answer value is stored in one or more fields on the Answer record. Which field(s) are used to store the value depends on the data type appropriate to the GetFeedback question type, and the Answer fields are data typed accordingly.

When using GetFeedback Managed Mapping to push data to Salesforce, you’ll build your reports based on the appropriate field(s) on the Answer object. For example, if you’re reporting on numeric data, you’ll want to use the Number field.

Then, filter the report to include only the question(s) you want. For example, you might want to 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?

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*Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.