Distribute Surveys from a Salesforce Object
Business Background
Use Titan Survey to create web or email surveys that integrate into Salesforce easily. Build Salesforce-integrated surveys quickly with Titan’s no-code platform. With Titan Survey, you can distribute a survey from a Salesforce object.
Titan Solution
- Follow the guide below to learn how to publish a survey distributed from a Salesforce object created with zero code.
- Configuring your Salesforce object settings and adding conditions to your distribution methods in a survey is fast, with a few clicks that can save you time and increase the professionalism of your business.
How to Video
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How to Guide
- In Titan, create a new Web Survey Project.
- Add question and/or information slides.
- Click the Publish button. The Distribution screen opens.
- Click the Object option and then the Next button.
- Select the Object in Salesforce from the drop-down list, for instance, Contact, to identify your recipients.
- Choose the Record ID from the drop-down list, for example, Contact ID, to select the object’s ID.
- The ID will be used to identify your recipient and added to the survey distribution list.
- Select the ID of the object from the Record ID drop-down list.
- It will be used to identify your recipient, and add it will be added to the survey distribution list.
- Select the email from the drop-down list.
- Click the Next button.
- Click the Add a Condition option. A condition field is added.
- Set a condition, for instance, “Last Name Contains Static value” to filter your recipients.
- Click the Test Condition button to test the condition.
- If the condition is not valid, a “No Data Found” popup is displayed.
- If the condition is valid, the record is shown.
- Click the Next button.
- Click the Mail option and then the Next button. You can select either an email template or create a custom email.
- If required, use the Email template.
- Select the Organizational Email Template from the drop-down list. This template was configured in Salesforce.
- Choose Email from the drop-down list. The options in the drop-down list are linked to the object you selected in Salesforce in step 4. This is the email of the customer who will receive the survey.
- Choose the From Email Address from the drop-down list.
- For more information on this email address in Salesforce, click here.
- As an alternative, click Custom Email.
- Choose the From Email Address from the drop-down list. For more information on this email address in Salesforce, click here.
- Choose Email from the drop-down list. The options in the drop-down list are linked to the object you selected in Salesforce in step 4. This is the email of the customer who will receive the survey.
- Type a subject in the Subject line. This field is mandatory.
- Type a body in the Body of the email.
- Click the Next button.
The Web Survey URL is added by default. You can add more elements by clicking on the Add Elements (Merged field) option.
- Send a test email, if required.
- Add a Record ID in the field. Choose a specific record ID for the object you chose in the ‘Config’ step. For example – If you distribute to contacts, enter a specific contact ID to test your survey.
- Enter your email address in the field. This is the email address to which the test survey will be sent.
- Click the Send Test Email button.
- Click the Next button.
- Type the email address of the Survey Result’s Recipient in the field.
- Type any comment in the field. This is a mandatory field. The comment will be displayed in Salesforce under Survey Distribution.
- Send the email.
- Send Now is the default option.
- Schedule a date. Click the calendar icon to schedule a date and time.
- Click the Click to Send button. After a few moments, the Distribution screen opens. It shows the Survey ID and the Distribution ID.
- Click the Close button.
Interested in the Titan/Salesforce Integration? Read about Salesforce Surveys, check out different types of surveys for Salesforce, and view Titan Survey on the Salesforce AppExchange.