In Salesforce, when I go the the Qualtrics app and the Contacts tab, I have the ability to send a survey directly to Contacts that I filter for. But I don't have the normal List View filter choices. I can't filter for "Title" and "Company" and "custom field 1" and "custom field 2". I can only type a term into the search bar, like "marketing", and filter the entire list of Contacts for that. Is there a way to get the regular List View filters for this page? It would be great if it had these filters. I tried opening the Qualtrics LWC in the Dev Console, but it’s restricted.
Hi everyone,What is the best practice for integrating Qualtrics with another platform like Salesforce? Should I create fields in Salesforce for each question and transfer all of the responses from Qualtrics to Salesforce for analysis? Or should I just transfer the fact that a Salesforce Contact responded to a certain survey? Thanks,Peter
Hi everyone,I am following this support article for creating Response Mapping in Qualtrics: Salesforce Response Mapping. Section 7 refers to the “Salesforce” Task. My instance of Qualtrics doesn’t have that. How do I add the Salesforce Extension so I can do response mapping?Thanks,Peter
Hi everyone. I’m a Salesforce admin and I’m trying to learn how to use Qualtrics and integrate it with Salesforce. Most of the online resources I’ve found are pretty old and reference things like Salesforce workflows and Salesforce Classic. Does anyone know of videos or tutorials that use Salesforce Flows and Salesforce Lightning?I’m also curious if I need to select “Contact fields to send” when I’m creating the new Salesforce Outbound Message?Thanks!Peter
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