Best practices for exporting Survey Response to SFDC

  • 4 January 2021
  • 6 replies
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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.

6 replies

Userlevel 7
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@andreammelde Thanks for sharing your learnings here. You are a savvy.

Userlevel 7
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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 

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

Userlevel 7
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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.

 

Userlevel 7
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@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

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

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