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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.

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

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 

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

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.

 

@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

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

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