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Salesforce connection

Create or update records in Salesforce automatically when survey responses come in. Map survey answers to any Salesforce object: Contacts, Accounts, Opportunities, Leads, and more.

Overview

The Salesforce connection lets you push survey response data directly into your Salesforce CRM. You map survey questions to Salesforce fields, and Centiment creates or updates records for each response. With lookup support, you can avoid duplicates by updating existing records when a match is found.

Prerequisites

  • A Salesforce account with API access

  • A survey with at least one question

Setup

Step 1: Connect your Salesforce account

Select an existing connected Salesforce account or click Connect an account to authenticate via OAuth. If you're using a Salesforce sandbox environment, check the Use sandbox environment option before connecting.

Step 2: Select a Salesforce object

Choose which Salesforce object you want to create records in (e.g., Contact, Lead, Account, Opportunity). The available fields will update based on your selection.

Step 3: Map fields and set trigger rules

Map your survey questions to Salesforce fields. Optionally set a lookup field to update existing records instead of always creating new ones. Then choose which response statuses trigger the sync and add any conditions.

Field mapping

Each survey question can be mapped to a field on the selected Salesforce object. Only map questions to fields with compatible types. For example, map an email question to an Email field, or a rating question to a Number field.

Lookup field

When you set a lookup field, Centiment searches for an existing record where that field matches the mapped survey answer. If a match is found, the record is updated. If no match is found, a new record is created. This is useful for keeping Contact or Lead records current without creating duplicates.

Backfill

When first enabled, existing responses that match your trigger rules are automatically synced to Salesforce.

Good to know

  • If a mapped field causes an error (e.g., a validation rule fails), Centiment retries without the problematic field to ensure the record is still created.

  • The connection uses your Salesforce account's permissions. Make sure your account has create and edit access to the selected object.

  • Sandbox environments are fully supported. Just toggle the sandbox option during account setup.