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andreammelde
andreammelde
Helper ⭐️⭐️
January 4, 2021

Best practices for exporting Survey Response to SFDC

  • January 4, 2021
  • 6 replies
  • 231 views

Discussion on the data setup in the User Survey Response. We have run into many issues with exporting to SFDC Survey Response, and wanted to share learnings.

 

  • Each question/answer is its own record. If your survey has 2 questions, you will have 2 records in the object.
  • The Foreign Key is the GSID for the survey. This can be used in a rule export as an update key or in reporting a row grouping
  • If you have a questions with a multi-select, each option selected becomes its own record. For example, if you have 6 options and the user selects 3, there will be 3 records for the same question. You can make this into one field by applying the pivot and then transform using concatenation.
  • Answers are in the Answer > Title for pre-set answers (multiple choice, etc). Freeform answers are in the Answer > Answer Text. These can not be concatenated. If you export, you should have a separate field for the free form text. We named it the same in SFDC and then put “other” to differentiate.

    6 replies

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    January 4, 2021

    @andreammelde Thanks for sharing your learnings here. You are a savvy.

    andreammelde
    andreammeldeAuthor
    Helper ⭐️⭐️
    January 4, 2021

    It would be great to have any other best practices on how to export this data. We have been running into a lot of rework bc of how the data is setup 

    Andrea Carroll
    sai_ram
    sai_ram
    Expert ⭐️⭐️
    January 5, 2021

    @meenal_shukla, @seth, @gunjanm, @kelly, @john_apple, @heather_hansen, @cmultanen, @techtouchtam  and @jean.nairon request to share your best practices here. 

      meenal_shukla
      meenal_shukla
      Gainsight Employee ⭐️⭐️
      January 5, 2021

      Can you let me know why did you decide to export survey answers to SFDC?

      If the answer was to expose survey answers to other people who have licenses, I would recommend creating a report and sharing that report through a JO program.

       

      Outplay. Outwit. Outlast.
      andreammelde
      andreammeldeAuthor
      Helper ⭐️⭐️
      January 5, 2021

      @meenal_shukla  yes it so that our team that does not have license is able to view.

       

      We need to have the data available in SFDC

      Andrea Carroll
        sai_ram
        sai_ram
        Expert ⭐️⭐️
        January 22, 2021

        @meenal_shukla did you get a chance to view the comments here.

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