I am trying to link our Qualtrics survey to Salesforce and am having trouble with it not actually creating a new record. I have done the response mapping in the Qualtrics survey to each field in salesforce but am struggling with being able to connect it to an identifying account. We are a land trust that uses an add on in salesforce called LOCATE that takes a record such as a property and attaches a new record for our field monitoring. I am using the information collected in the Qualtrics survey to create a new monitoring record but need to be able to pull the property name from salesforce to ensure it is linked to the right account. If anyone has any suggestions on how to make this work I would really appreciate it!

You should be able to track the error you are getting in Reporting section of Actions that corresponds to your response mapping action. The linking should be based on ID and not name (I'm assuming it's a lookup field in SF on the monitoring record that links it to the account based on that ID). But you need to see the specific error to troubleshoot. It's difficult to pinpoint the issue without looking at it.

Salesforce integration creating new record linked to a contact or land

Salesforce integration creating new record linked to a contact or land | Experience Community

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