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Is there a way to pull a spreadsheet from a Salesforce case to use as a distribution list?
I"m looking to see if I can use an attached spreadsheet in a SF case to pull into Qualtrics to load as the Contact List to send out a survey
Best answer by MohammedAli_Rajapkar
As of now, you can create a contact list through "Trigger and Email survey". Below documentation will help for this
https://www.qualtrics.com/support/integrations/salesforce-integration/triggering-and-emailing-surveys/#CreatingTheSurveyInvitation
And, if you dont want to trigger the survey based on workflow rule and just want to create a contact list, then you can use below API
https://api.qualtrics.com/docs/create-contacts-import
+20As of now, you can create a contact list through "Trigger and Email survey". Below documentation will help for this
https://www.qualtrics.com/support/integrations/salesforce-integration/triggering-and-emailing-surveys/#CreatingTheSurveyInvitation
And, if you dont want to trigger the survey based on workflow rule and just want to create a contact list, then you can use below API
https://api.qualtrics.com/docs/create-contacts-import
+43You can pull your spreadsheet sheet but make sure it should contain email firstName, Last name variables and then use it as your contact list.
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