Struggling to extract data from Salesforce | XM Community
Skip to main content

Hello,

 

We want to send out a survey using anonymous link and use a unique identifier in the URL field to fetch more data from salesforce regarding that specific respondent. 

The flow would be:

  1. Survey goes out to the customer
  2. Unique identifier is part of the survey URL and under the survey flow as embedded data
  3. Qualtrics to use the identifier to pull more data from salesforce
  4. That data is captured under embedded data in the survey response

I’ve tried web service in survey flow and it works while testing, but not during live survey as it seems to time out I guess. 

I’m not sure exactly which built in workflows of salesforce I can use to capture the date and add it to the survey response under embedded data. 

Has anyone done anything similar ? I cannot pass all the information through the URL since it might have sensitive information.

 

Hi ​@MJK ,

Survey Flow Web Service block executes in real time so:

If Salesforce takes longer than 10 seconds to respond, Qualtrics times out.

That’s why it may work in preview but fails in live runs.