Simplesat's suite of Salesforce integrations give you the ability to create custom feedback objects and update contact and case custom fields to give your team full control and transparency over the customer satisfaction experience.
In this article:
Adding surveys in Salesforce
Simplesat surveys can be added to Salesforce Classic and Salesforce Lightning Experience.
You can access the Salesforce integration page here.
The integration uses OAuth to connect your Salesforce account with Simplesat. To initiate the process, click the Authenticate button on the integrations page.
This will launch a flow where you'll need to log in to your Salesforce account (if you aren't already) and then confirm the authorization.
Once successful, you should return back to the integration page in Simplesat with the authentication status changed to look like this:
If you have any issues authenticating, shoot us a message and we'll be happy to help troubleshoot.
Sync data to custom feedback object
Creating a new Simplesat Feedback object type allows you to associate responses with contacts and companies.
You can use this object mapping template sheet as a reference for the custom object property definitions and the fields available for mapping from Simplesat.
Once you have that ready (or if you'd like any assistance), please contact Simplesat support along with the name of your custom object, and we can help connect it with this integration and map the fields as needed.
Update contact custom fields with feedback
Map Simplesat response details to any contact property in Salesforce.
For example, you can make sure that contacts are always up to date with their latest CSAT or NPS score.
Update case custom fields with feedback
Map Simplesat response details to any case field in Salesforce.
For example, you can update cases with the latest CSAT rating, sentiment, and follow-up comment.
Pull case details from Salesforce and sync to Simplesat
Each time your customer provides a rating, Simplesat will associate the following information with the response.
Case Number, Subject, Priority, Type, Reason, Origin
Name, Email, Company
All information gathered through the API will override fields sent through URL parameters.
Here's an example of how this will look in Simplesat:
To enable this, go to the Salesforce integrations page by clicking here.
Scroll down to pull case details from Salesforce and sync to Simplesat and click activate integration.