Map survey response data into Salesforce

With Qwary's Salesforce integration, you can automate survey triggers and effortlessly sync the collected data with Salesforce records. This integration enables in-context analysis, allowing you to generate insightful reports and dynamic dashboards and automate workflows for prompt action based on customer feedback.

By merging survey data with Salesforce, you gain a comprehensive understanding of customer interactions, enabling you to measure and react effectively. This holistic approach enhances the overall health of your business relationships, leading to improved customer satisfaction and strengthened connections.

When the response is received for a case or opportunity, Qwary's salesforce integration

• Updates case and/or opportunity object in Salesforce

• Calculates and updates avg. score (NPS/CSAT/CES) for contact for all the responses received by the contact

• Calculates and updates avg. score (NPS/CSAT/CES) for account for all the responses received by all contacts for the account

To get started, you will need to create objects in Salesforce. Below are the object details.

Create a custom object in Salesforce.

To create a custom object in Salesforce, Go to Settings --> Object Manager --> Create a custom object.

1. Qwary Survey Response - Account

2. Qwary Survey Response - Contact

3. Qwary Survey Response - Case

4. Qwary Survey Response - Opportunity

5. Edit Case Object

Create a custom object for the Account

Below is the object definition

Definition	Value
Object Name	Qwary Survey Response - Account
API Name	Qwary_Survey_Response_Account__c
Label	Qwary Survey Response - Account
Plural Label	Qwary Survey Responses - Account
Record Type	Qwary Survey Name
Data Type	Text
Deployment Status	Deployed

Fields & Relationship

Field Label	Field Name	Data Type	Note
Account	Account__c	Lookup(Account)
Created By	CreatedById	Lookup(User)
Last Modified By	LastModifiedById	Lookup(User)
Owner	OwnerId	Lookup(User,Group)
Qwary Survey Name	Name	Text(80)	Survey name for the received response
Qwary Survey Response	Qwary_Survey_Response__c	Rich Text Area(100000)	Formatted survey response

Create a custom object for the Contact

Below is the object definition

Definition	Value
Object Name	Qwary Survey Response - Contact
API Name	Qwary_Survey_Response_Contact__c
Label	Qwary Survey Response - Contact
Plural Label	Qwary Survey Responses - Contact
Record Type	Qwary Survey Name
Data Type	Text
Deployment Status	Deployed

Fields & Relationship

Field Label	Field Name	Data Type	Note
Contact	Contact__c	Lookup(Contact)
Created By	CreatedById	Lookup(User)
Last Modified By	LastModifiedById	Lookup(User)
Owner	OwnerId	Lookup(User,Group)
Qwary Survey Name	Name	Text(80)	Survey name for the received response
Qwary Survey Response	Qwary_Survey_Response__c	Rich Text Area(100000)	Formatted survey response

Create a custom object for the Case

Below is the object definition

Definition	Value
Object Name	Qwary Survey Response - Case
API Name	Qwary_Survey_Response_Case__c
Label	Qwary Survey Response - Case
Plural Label	Qwary Survey Responses - Case
Record Type	Qwary Survey Name
Data Type	Text
Deployment Status	Deployed

Fields & Relationship

Field Label	Field Name	Data Type	Note
Case	Case__c	Lookup(Case)
Created By	CreatedById	Lookup(User)
Last Modified By	LastModifiedById	Lookup(User)
Owner	OwnerId	Lookup(User,Group)
Qwary Survey Name	Name	Text(80)	Survey name for the received response
Qwary Survey Response	Qwary_Survey_Response__c	Rich Text Area(100000)	Formatted survey response

Create a custom object for the Opportunity

Below is the object definition

Definition	Value
Object Name	Qwary Survey Response - Opportunity
API Name	Qwary_Survey_Response_Opportunity__c
Label	Qwary Survey Response - Opportunity
Plural Label	Qwary Survey Responses - Opportunity
Record Type	Qwary Survey Name
Data Type	Text
Deployment Status	Deployed

Fields & Relationship

Field Label	Field Name	Data Type	Note
Opportunity	Opportunity__c	Lookup(Opportunity)
Created By	CreatedById	Lookup(User)
Last Modified By	LastModifiedById	Lookup(User)
Owner	OwnerId	Lookup(User,Group)
Qwary Survey Name	Name	Text(80)	Survey name for the received response
Qwary Survey Response	Qwary_Survey_Response__c	Rich Text Area(100000)	Formatted survey response

Add new fields to the Case object

Add the fields below to the case object to update it with response data.

Field Label	Field Name	Data Type	Note
Qwary CES	Qwary_CES__c	Number(18, 0)	Used if case survey campaign has effort score question type
Qwary comment	Qwary_comment__c	Text Area(255)	Used if case survey campaign has comment question type
Qwary CSAT	Qwary_CSAT__c	Number(18, 0)	Used if case survey campaign has satisfaction question type
Qwary emotion	Qwary_emotion__c	Text(10)	Used if case survey campaign has emotion question type
Qwary NPS	Qwary_NPS__c	Number(18, 0)	used if case survey campaign has NPS question type
Qwary rating	Qwary_rating__c	Number(18, 0)	Used if case survey campaign has rating question type
Qwary thumbs	Qwary_thumbs__c	Text(15)	Used if case survey campaign has thumbs question type

Add new fields to the Opportunity object.

Add the below fields to the opportunity object to update the opportunity object with response data

Field Label	Field Name	Data Type	Note
Qwary CES	Qwary_CES__c	Number(18, 0)	Used if opportunity survey campaign has effort score question type
Qwary comment	Qwary_comment__c	Text Area(255)	Used if opportunity survey campaign has comment question type
Qwary CSAT	Qwary_CSAT__c	Number(18, 0)	Used if opportunity survey campaign has satisfaction question type
Qwary emotion	Qwary_emotion__c	Text(10)	Used if opportunity survey campaign has emotion question type
Qwary NPS	Qwary_NPS__c	Number(18, 0)	used if opportunity survey campaign has NPS question type
Qwary rating	Qwary_rating__c	Number(18, 0)	Used if opportunity survey campaign has rating question type
Qwary thumbs	Qwary_thumbs__c	Text(15)	Used if opportunity survey campaign has thumbs question type