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Integration with Salesforce

Please find below short instructions describing how SurveyLab can be integrated with Salesforce and how to match your clients' information with survey results.

To configure Salesforce to work with SurveyLab :

1. Log into Salesforce.
2. Select Setup.

Salesforce - Setup

3. In ADMINISTRATION | Email section select Classic Email Templates.

Salesforce - Email Templates

4. Select email template you want to edit and press Edit.
5. Add survey link to email template and invitation to participate in a survey. Make sure to end survey link with referrer parameter and Merge Field Value, e.g. /referrer/{!Account.Name}/.
6. Press Save button.


Survey results will be available in SurveyLab on Reports. Information that will allow you to identify individual clients will be available in response details in Reference (URL).

NOTE. Please remember to add / at the end of the URL. You can add multiple Merge Field Values in order to transfer more information into your survey. In this case please use - to separate values, eg. /referrer/{!Account.Name}-{!Contact.Email}/.