Integration Of SurveyMonkey With Salesforce

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Integration Of SurveyMonkey With
Salesforce

SurveyMonkey is an online survey
software that allows you to create and
run professional online surveys. It is a
very powerful and well-known online
application used to collect feedback,
opinions, criticism, and suggestions from
the general public and customers.
Introduction To SurveyMonkey

Features of SurveyMonkey
❖ You can drag and drop the questions for creating a survey.
❖ You can apply beautiful and responsive themes to the survey
forms.
❖ You can add logic to the survey forms.
❖ You can add a payment page to accept payments.
❖ You can preview the survey before sending it to the customers.
❖ After the survey form is ready, you can send your survey form
through collectors.
❖ Customers can download and scan the QR Code to conduct
surveys on their smartphones.
❖ You can set the end date for the customer for completing
surveys.
❖ You can Integrate with third-party tools and save the responses.
Design and implementation:

1. You can view and analyze the survey results at any time
during the collection process.
2. You can see individual responses.
3. You can apply different ﬁlters to break down survey
results.
4. You can export survey results data to view ofﬂine.
5. You can view benchmarks in survey results to compare
your survey results with others.
Collector Types: Web Link, Email Invitation, Social Media, Facebook Messenger, Target Audience, Website,
Manual Data Entry, Mobile SDK, Field Survey, and Text Message.
Analyze Results:

Steps to Create a Survey with
SurveyMonkey
Step 2: Fill the details on this page.
Step 1: Click on the “Start from scratch”
button.

- You can add your questions to the survey. You can also deﬁne the type of Question/Answers as shown
in the below ﬁgure.
After clicking on this button, you are ready to create a survey.
NOTE: You cannot create more than 10 questions.

After creating the ﬁrst question, click on the “Next question” button to create another one.

After clicking on the done button, click on the
Save button.
After creating 4-5 questions, click on the
“Done” button.

Then, click on the Next button.
By clicking on the “Next” button you will be redirected to the “Preview & Score” tab as shown in the below
image.
Now click on the “Done” button that is at the bottom of this image and it will redirect you to the new page as
shown in the below images.

Now select, from which way you want to collect your responses either by “Send by email”, “Get weblink”, etc.
As per your choice, select the way to collect the responses. Let us select the “Send by Email” option.
Click on the “Collect Responses” button as shown on the above image and it will redirect to the below image.
And on the below image select the ﬁrst option which is “Send Surveys your way”.

By clicking on this option you will
be redirected
to the below screen and on this
screen enter the
information for sending your
created survey.

Now you will be redirected to the next screen.
After ﬁlling all the details, click on the “Next”
button.

You have to click on the Verify button and it
will redirect you to the this side page.
Click on the “Verify” button of this page
then after clicking on this button you will
receive an email.

Now click on this “Begin Survey” button it will
redirect you to the Next screen or next page.
Click on the Next button and you will redirect
to the this Screen.
By clicking the “Send now” button your survey
will send to the given email address.

After giving the survey, click on the “Done”
button and you will be redirected to the
This image.

Now you can see the responses by clicking
on the “ANALYZE RESULTS” tab. On this tab,
you can see the survey of each person who
responds.
Example:

Connecting for integration: We need to connect the SurveyMonkey with Salesforce to create the records
of the responses provided by users. To create the records of responses, we need to integrate
SurveyMonkey with Salesforce.
How to Get the Access Token?
For this, ﬁrst of all, you have to create the App.
Note: By creating this app, you can get important information like Client ID, Consumer ID, etc. that is very
important for any integration.
Go through this link:
https:/
/developer.surveymonkey.com/
Steps to Integrate SurveyMonkey With Salesforce

Now give the Name for the App and select
the App type..
Click on the “Create New App” button

Now Go to Settings -> Update Scopes
->Deploy the App
Now under the Overview section, you will get
the Client ID and Secret.

Now you have the Access Token under the
Credentials section in the Settings tab.
Click on the Deploy button.

Authorize Our Script With the Access Token
Now you need to pass the access token while accessing SurveyMonkey through your script. For this,
you need to pass header information for each request in the following format:
headers’:('Authorization', 'Bearer ' + accessToken);
To ﬁnd all the surveys from SurveyMonkey Account, Save this Access token in the Custom setting and
use this in the apex code so that it will fetch the data in JSON format from the SurveyMonkey.
Now by using this code, you can get all the survey data in our Salesforce Org.

If you want access to Collector, Collector response, Survey data, etc then go through this link:
https:/
/api.surveymonkey.net/v3/docs
For Example,

Conclusion

Thank You

Integration Of SurveyMonkey With Salesforce

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