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Project Basics
- Getting Started!
- Building EX Surveys
- EX Metrics
- EX Dashboard
- EX Dashboard Settings
- Analyze your drivers
- Good to know
- Getting Started!
- Why Sogolytics
- Getting Started with Sogolytics
- Tour
- Home
- Verify My Account
- Account Creation
- Introduction to Packages
- Mobile App
- Design
- Introduction to Project Design
- Project Types
- Create a Project
- Question Types
- Question Types
- Add a Question
- Mobile Friendly Questions
- Edit a Question
- Introduction to Simple Question Types
- Introduction to Grid Questions
- Horizontal Radio Button
- Descriptive Text
- Text Box
- Radio Button (Single-Select)
- Drop Down
- Check Box (Multi-Select)
- Demographic
- Rating Scale
- Symbol Rating Scale
- Like/Dislike
- Ranking
- Date
- Image Choice
- Net Promoter Score (NPS)
- Multiple Text Box
- Multiple Drop Down
- Radio Grid
- Check Box Grid
- Rating Radio Grid
- Rating Drop Down Grid
- Rating Scale Grid
- Matrix Grid
- Advanced Questions and Elements
- Page Break
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- Rating Radio Button
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- URL Redirect: Static and Dynamic
- Print Options
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- Project Branding and and White Labeling
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- Good to Know
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- Good to Know
- Participation
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- Introduction to Reports
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- Filter Manager
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- Account Administration
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- Customize Survey Labels
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- Referral Program
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- Good to Know
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- Introduction
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- Getting Started!
- Building CX Surveys
- CX Metrics
- CX Dashboard
- CX Dashboard Settings
- Analyze your drivers
- Good to know
- Getting Started
- Account Set-up
- Account Administration
- Introduction to Account Administration
- Managing Users
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- Getting Started!
- Assessment Question types
- Score and more
- Quiz participation
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- Introduction to Poll
- Build your Poll
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- Analyze your Poll
- Build Project
- Project Style
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- Account Settings
- Good to Know
Once you’ve integrated both platforms, Sogolytics allows you to push data into Salesforce. Survey responses are pushed into the relevant fields of the right Salesforce object.
For example, you might have a survey question that asks customers to rate the service they have received on a scale of 1 to 5. The rating a customer gives in a survey response can be pushed into a ‘Service Satisfaction Score’ field in that customer’s Contact record.
To ensure a successful data connection, the relevant survey questions will need to be mapped to match the appropriate fields in Salesforce.
This feature is available only in our Enterprise plan. Contact us to take advantage of this option.
The following question types can be mapped to Salesforce fields:
- Radio Button
- Text Box
- Drop Down
- Rating Radio Button
- Rating Drop down
- Horizontal Radio Button
- Drill down
- Multiple Text Box
- Multiple Drop Down
- Demographics
- Date
Map Sogolytics questions to Salesforce fields carefully and ensure a perfect match by testing before going live. If the match is not correctly mapped, data will not be collected.
