Struggling to extract data from Salesforce | XM Community
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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.

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.

Yes, I figured, thank you.  Any suggestions on what else could be used ? 

Hi ​@MK_  We are facing the exact same situation. Did you find an answer?

Hi ​@MK_  We are facing the exact same situation. Did you find an answer?

Nothing yet. Struggling with this till now. 

Hi ​@MJK 

We figure out something that might help you.​​​​​​

  1. You first need to use the CRM side of Salesforce to host the embedded data you want to have access to it through the connector.
  2. You’ll need to build a workflow (Extract, transform, and load (ETL) data) in the directory of Qualtrics to import data from CRM Salesforce and use the Qualtrics Salesforce ID as the unique identifier. You can select 3 types of objects to import datas. You can also create filter in CRM that are visible as a list in the workflow of Qualtrics.
  3. In your survey flow, you need to add an authenticator tie to a specific list in your directory (you can choose to create a list from the import at step 2) and select External Data Reference, then check the pre-fill option and add the unique identifier lable (Qualtrics Salesforce ID)
  4. Add the Qualtrics Salesforce ID in the URL when you send out surveys to your customers.
     

With that you’ll be able to have access to sensible data passed through the workflow in your directory tie in to a single respondent by attaching the unique identifier in the directory and in the URL.

Alex

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