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Salesforce.com Integration FAQ's
Configuring a Salesforce.com Integration
How the Salesforce.com Link Works
Troubleshooting Salesforce.com Integrations
Single Signon - Viewing Reports within Salesforce.com
Testing a Communication Template from Salesforce.com
How can I send an survey email invitation from Salesforce and have the response tracked?
Salesforce.com has a concept of Communication Templates that allow you to create "templates" for emails that you can send via salesforce.com. These email templates can have dynamic code in them, that allow you to email a link to your survey and have the data posted back to Salesforce.com.
What are the steps I should follow to get the data-integration working using Salesforce Communication Templates?
On SurveyAnalytics
Goto :
- Login » Surveys » Integration Tools » CRM Integration » Salesforce.com
Verify your Salesforce.com connection.
Click on Data-Flow Mapping.
8. Screenshot
Copy the link from one of your mapped surveys.
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On Salesforce.com
Login to Salesforce.com
1. Screenshot
Click on Setup - Top Right Corner:
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Choose Communication Templates -> Email Templates : Create a new Template
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Copy and paste the Salesforce URL - from SurveyAnalytics in the body of the template.
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Now when you want to email a link to the survey:
Goto the Salesforce.com Object -> Click on the ID to the Object -> Send Email
In the Email Compose window choose Select Template
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Choose the template you just created
Send the Email