Salesforce Integration: Push Data to Salesforce Objects

Business Background

Use the push function in Titan Survey to transfer or deliver data as it is to Salesforce objects.

Titan Solution

  • Use Titan Survey to push information to Salesforce.
  • Use the Action option method; to create, update, find, or delete an object in Salesforce.

How to Video

Coming soon!

How to Guide

This functionality lets you push additional information to a Salesforce object.

  1. Click on the Settings Gear icon.
  2. Select the Survey option. The Salesforce Integration screen opens.
Salesforce Integration screen
Salesforce Integration screen
  1. Select the Push option.
  2. Click on the Create New button. The Map Salesforce fields screen opens.
Create New button screen
Create New button
  1. Click on the Object in Salesforce drop-down list, for instance, Contact to identify your recipient.
  2. Click in the Action drop-down list to specify what you want to do, for instance, if you want to create, update, find, or delete an object. In this article, we used the create option example.
  3. If necessary, type any comment in the field. This is not a mandatory field. The comment will be displayed in Salesforce.
Map Salesforce fields screen
Map Salesforce fields screen

The push option will be listed under My Push Integrations.

Push option screen
Push option

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