Best answer by MohammedAli_Rajapkar
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We are Integrating Qualtrics with Salesforce.
We are Integrating Qualtrics with Salesforce.We want some data from Salesforce(Ex: Case ID,Case Number,Contact ID) to tie back to qualtrics response. Can anyone help the same?
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Hi @ashish_Takke1234
If you are going to trigger the survey through Salesforce then its possible by following point 5 of below documentation (under creating the survey invitation).
This will save the data in the "embedded data" element. then in survey flow please include these embedded data.
https://www.qualtrics.com/support/integrations/salesforce-integration/triggering-and-emailing-surveys/#CreatingTheSurveyInvitation
here is the webinar which walks us through on how we can set up the trigger and email survey and it has the explanation of point number 5 as well (which I mentioned above).
https://training.co1.qualtrics.com/SE/?SID=SV_895lqryWSGoWEVT&Q_JFE=0&webinar=Salesforce%20Integration%20101
Please let me know if you've any query
If you are going to trigger the survey through Salesforce then its possible by following point 5 of below documentation (under creating the survey invitation).
This will save the data in the "embedded data" element. then in survey flow please include these embedded data.
https://www.qualtrics.com/support/integrations/salesforce-integration/triggering-and-emailing-surveys/#CreatingTheSurveyInvitation
here is the webinar which walks us through on how we can set up the trigger and email survey and it has the explanation of point number 5 as well (which I mentioned above).
https://training.co1.qualtrics.com/SE/?SID=SV_895lqryWSGoWEVT&Q_JFE=0&webinar=Salesforce%20Integration%20101
Please let me know if you've any query
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