Map new Salesforce fields into existing Survey Response | XM Community
Skip to main content

Hi all,

 

I’m new here!  I tried to see if anyone else has raised this query before, but cannot find anything on the Community, nor any Qualtrics help docs.  This leads me to think that perhaps it’s a very easy fix, and I’m hoping someone can put me out of my misery!

 

We have existing survey responses set up in Qualtrics, linked via API to Salesforce.

I have created a new custom field in Salesforce and need to map it to the existing survey response workflows in Qualtrics.

When I open the existing workflow and task, ‘Add new field’ and select the ‘Find field name’ dropdown, I cannot locate the new Salesforce field in there.

It’s like I need to refresh the schema so that Salesforce can sync all the available fields to Qualtrics and therefore pickup the new field.  How do I do this?

The workflow is already active, so I would have thought this would have somehow already synced.

 

I should add, I managed to add the new field into our SF UAT environment and map it to our UAT survey mapping in Qualtrics with no issue at all - it was just there to map.

 

Really appreciate any help!

Cheers,
Maria

I would locate the salesforce user that’s being used to connect with this specific workflow in prod. Then go to the field in question in salesforce and make sure the user has read/edit access to the field. I think a similar issue happened to me with fields not appearing in prod when I was setting up response mapping and that fixed it.


@StritzingerK  I have the same issue. The integration user had access to the field, for sure. I keep facing this issue with fields that are created later than the integration was set up. The only solution that I found is to rebuild the integration, and this is very annoying. FLS solves the issue only with old fields, that existed at the time of the integration setup, but not with newly created fields. 😞 I am not sure if Qualtrics is doing this for reason, I open a ticket because it is more an more annoying. 


Leave a Reply