Relating records created from Qualtrics mapping in Salesforce | XM Community
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Relating records created from Qualtrics mapping in Salesforce

  • June 16, 2022
  • 1 reply
  • 37 views
V
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We were able to map the qualtrics response to two different Salesforce objects : "Case" and "Form" - and we will need to relate these two object records created in Salesforce. We do have a lookup relation for these objects. But not sure how we can get this done from Qualtrics mapping. Appreciate any help from the community on this.

1 reply

CamM
Level 3 ●●●
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  • CamM
  • Level 3 ●●●
  • August 30, 2022

Hi Vinod_M,
Salesforce Response Mapping unfortunately doesn’t return the record ids of newly created Salesforce records during an insert/upset action. Your best bet would be to do the match and link within Salesforce using Flow.
Easiest way to do this would be to pass some sort of unique identifier into a hidden field on both of your objects and then using Flow to make the connection (e.g. Use flow to find a Form record with a matching unique identifier as detailed on the Case record, grab the Form record’s I’d and then use that to populate your lookup field accordingly).
Hope that makes sense and helps get you on your way!
Cheers,
Cameron

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