Example setups: • The default setting is for all completed surveys to trigger a lead. Click Add a Condition to specify QUESTION: [Salesforce Lead Field] = Question, select Question, select corresponding answer choice (or answer criteria for when someone should trigger a lead. choice value). This pulls in selected or entered information from a question. • Conditions can be based upon questions, embedded data fields, and quotas. Use the blue plus and minus signs to the right to add or remove additional “and if” and “or if” conditions to your logic. EMBEDDED DATA: [Salesforce Lead Field] = Embedded Data, enter embedded data field name. This pulls in 3. Under the Action drop-down, specify the action for the Qualtrics tool to take when the condition is met. These assigned information from an embedded data field. include the ability to Update, Insert, and Delete objects in your Salesforce account. See below for further information explaining how to use the Update, Insert, and Delete options. SPECIFIED VALUE: [Salesforce Lead Field] = Enter static value to assign. This pulls in static information you want to assign to anyone who triggers this Web to Lead trigger. 7. Use the blue plus and minus signs to the right to add or remove additional “and if” and “or if” conditions TO UPDATE OR DELETE AN OBJECT: to your logic. Q-TIP -TIP 8. When finished click Save, or Finish Editing to add another Web to Lead trigger. 1. Select Update or Delete under the Action drop-down. Q - T I P 2. Identify the Salesforce Object in the drop-down menu. Q - T I P 3. Under the Salesforce Field to Response Mapping section, use the drop-down menus to identify the fields to populate in Salesforce. You will also identify the location in the survey from where you’ll be pulling the • To create additional Salesforce triggers, click Add Another Lead Trigger. You can set up additional triggers to information. - T I P • Add/remove additional fields to map to your Salesforce account by using the blue plus and minus add different information. • To test your Web to Lead trigger setup, use the Preview Survey button in the Edit Survey tab. When finished with signs to the right. the survey, a message is provided indicating whether or not the lead was successfully saved into your 4. Select a Key in the left-hand column. Salesforce account. • When updating or deleting, a unique field (the Key) is needed to make sure the correct object is changed. The • Check your Salesforce account for verification that the lead has been saved as desired. The lead may not appear field you specify as the Key is used as the unique identifier to locate the object. If the key is not unique, more for a few minutes as it needs to pass through the Salesforce Web to Lead system before it can appear. than one object can be returned. If more than one object is returned, the action to update or delete will fail and no action will occur. 5. Click Save, or select Finish and click Add Another Response Mapping to set up additional response mappings. RESPONSE MAPPING TO SALESFORCE Response Mapping takes the Web to Lead feature a step further. It allows you to automatically insert information from your TO INSERT AN OBJECT: survey into any object or field of your Salesforce account. Additionally, you can update or remove any existing Salesforce 1. Under the Action drop-down, select Insert. object. Conditions can be set using advanced logic to identify specifically which respondents will be saved, updated or 2. Identify the Salesforce Object in the drop-down. removed. These conditions can be based upon question responses, embedded data fields, or survey quotas. 3. Under the Salesforce Field to Response Mapping section, use the menus to identify the fields in Salesforce to populate, as well as the location in the survey where you’ll be pulling the information from. • Add/remove additional fields to map to your Salesforce account by using the blue plus and minus signs to the right. TO USE THE RESPONSE MAPPING OPTION: 4. Click Save, or select Finish and click Add Another Response Mapping to set up additional Response Mappings. Q-TIP -TIP 1. Under the Advanced Options menu, navigate to Salesforce. Q - T I P 2. Select Response Mapping. • If you haven’t already linked to your Salesforce account, you can do that in the Salesforce Account Q - T I P Login window that appears. Please refer to the beginning of this Salesforce tutorial for step 3 in the Set Up Link to Salesforce Account section. • Setting up your Response Mapping trigger is just like Web to Lead. Use the Preview Survey button on the Edit - T I P 106 | Chapter 6: Special Features Chapter 6: Special Features | 107