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Integration with Salesforce

Please find below short instructions describing how MySurveyLab can be integrated with Salesforce and how to match your clients' information with survey results.

To configure Salesforce to work with MySurveyLab :

1. Log into Salesforce.
2. Select My Settings and then Email.

Salesforce - My Settings

3. In Email section select Email Templates.

Salesforce - My Email Settings

4. Select email template you want to edit and press Edit.
5. Add survey link to email template and invitation to participate in a survey. Make sure to end survey link with referrer parameter and Merge Field Value, e.g. /referrer/{!Account.Name}/.
6. Press Save button.

Survey results will be available in MySurveyLab on Reports. Information that will allow you to identify individual clients will be available in response details in Reference (URL).

NOTE. Please remember to add / at the end of URL. You can add multiple Merge Field Values in order to transfer more information into your survey. In this case please use - to separate values, eg. /referrer/{!Account.Name}-{!Contact.Email}/.