Presenting a Qualtrics directory contacts 'experiences' view in Salesforce | XM Community
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Michael_Cooksey
Administrator
24 days ago

Presenting a Qualtrics directory contacts 'experiences' view in Salesforce

M
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Hi everyone Our Customer Contact team want to have a view of a customers Qualtrics survey history in their Salesforce instance. We can either map individual survey responses through to Salesforce, but that doesn't tell us about those surveys which were skipped or bounced. Ideally, we would provide a 'view' of the contact record's 'experiences' within a SFDC contact record (we 'window' in to other applications via Salesforce at present). Or we could map a link to the Qualtrics contact record as an alternative. Has anyone else had a requirement to show a Qtx directory contact via a Salesforce contact record? Thanks in advance!
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    jchong

2 replies

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  • jchong
  • 1 reply
  • January 5, 2022

I think more generally, the ability to export all contacts' experience history out of Qualtrics to understand the survey invites they receive, complete, etc. would be helpful on its own or to import into Salesforce or other applications where the data is needed.

InessaG
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  • InessaG
  • Level 5 ●●●●●
  • 410 replies
  • January 5, 2022

I don't have the exact answer you are looking for, but what we do is create a Survey Activity record (custom object in SFDC) whenever we are scheduling the survey either through automated workflow or manual data pull, and then include Survey Activity ID in the contact record upload and map back to it to update the response status, optouts, etc. The only thing we are missing is the bounces.
Survey Activities appear as a related list on the contact and account, and any other object the survey may have been related to in the instance of transactions that are tracked in SF (cases, etc.)

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