Getting Started with GetFeedback Managed Mapping to Salesforce

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GetFeedback Managed Mappings provide an out-of-the-box solution for you to send survey response data to your Salesforce organization. That said, Managed Mappings are pretty limited in scope and you might want to look into using GetFeedback Custom Mappings instead. Some examples of what you might want to do with your GetFeedback response data that require Custom Mappings.

  • Create cases, contacts, or leads, based on survey responses.

  • Map survey answers to fields on standard objects or on your own custom objects.

  • Map a survey answer to more than one field.

  • Map survey answers from multiple surveys to the same field.

Managed Mappings will allow you to associate your data to other Salesforce custom or standard objects by adding lookup relationships. However, you cannot create new records or update existing custom or standard objects with Managed Mappings.

Managed Mapping Video Guide

Install the Managed Package

GetFeedback’s Managed Mapping relies on a very small managed package that needs to be installed in your Salesforce organization.

ManagedMappingsNav
  1. Connect GetFeedback to your Salesforce organization by navigating to Integrations > Salesforce > Edit > +Add Connection

  2. Connect your GetFeedback survey to Salesforce by navigating to Mappings > Salesforce Managed Mappings and choosing the Salesforce organization you’ll push responses to - from the drop down menu.

  3.  Click the Install Managed Package button on the GetFeedback Managed Mapping screen, or by visiting this Salesforce link directly.

  4. Enable the Managed Mapping by toggling the Enable Automatic Sync button to ON.

EnableManagedMapping

Use Salesforce IDs for Tracking and Personalization

We recommend including one or more Salesforce IDs such as Case ID or Contact ID as merge fields when you share your survey so you can associate survey response data with those points of contact, this allows you to associate Managed responses with an existing contact or case in Salesforce on a related list or with a lookup relationship.  

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