Menu → Workflows + Salesforce
Who can access ?
Roles | Access |
👑 Admins | Full access |
🛠️ Editors | Full access |
👀 Viewers | No access |
🔒 Restricted Viewers | No access |
What are the prerequisites ?
1. In Salesforce → Install the Feedier package
A Salesforce Administrator must install the Feedier package using this link: Install Feedier App.
Access to grant : All Users or Specific users.
Environments to grant : both UAT and Production environments.
💡 In case the following error appears :
It means that the user trying to install the package is not an Administrator on Salesforce.
2. In Feedier → Create a Salesforce connection in Feedier
The deployment of the automatic package establishes the creation of:
Custom Object: FeedierFeedback__c - to store feedback
Custom Object: FeedierItem__c - to store feedback attributes/answers
Permission Set: Feedier_Integration - for API access permissions
It also check if the user Feedier_Integration has all the permissions set to execute the CRUD on the two objects : FeedierFeedback__c/FeedierItem__c
Options | Meaning |
Deploy Salesforce Automatic Package | Feedier will automatically create the custom object for you, which will be used for sending back data to salesforce.
No need to read this part : (https://help.feedier.com/en/articles/12976559-connect-salesforce-to-feedier#h_f6fdbb4683)
You only need to check this section : |
Manual Salesforce Package | In case you want to create the custom object by yourself to send back data to sales force.
You will need to go through this following steps here : (https://help.feedier.com/en/articles/12976559-connect-salesforce-to-feedier#h_f6fdbb4683) |
How to Enrich Feedbacks with Salesforce data ?
Before triggering the integration
After triggering the integration
1. Create a Autopilot automation
Feedier → Autopilot → Automation
Chose the Segment of Feedbacks you want to enrich from Salesforce Object
Connect the Segment to a Salesforce Sync Object Connection
💡 The attribute is the key used to find the record in Salesforce this could be an Account ID, Custom ID, or Contact ID. Make sure to select the attribute in Feedier that corresponds to find the feedback in Salesforce.
→ It's value will be available to use in the SOQL query.
2. Chose the data you want to retrieve with the SOQL Query
Salesforce → Salesforce Developer Console → Query Editor
SOQL (Salesforce Object Query Language) will help us to select the data from Salesforce we want in Feedier. You can also refer to Salesforce documentation for the structure: Salesforce Object Query Language (SOQL) | SOQL and SOSL Reference | Salesforce Developers
Example | SOQL query | Salesforce Developer Console |
Retrieving Contact Data | SELECT Id, FirstName, LastName, Email, Phone, AccountId FROM Contact WHERE Id = 'contact_id' | 
|
Retrieving Account Data | SELECT Id, Name, Industry, BillingCity, BillingState, BillingCountry FROM Account WHERE Id = 'Account_id' | 
|
Retrieving Contact and Account Data Based on Contact ID | SELECT Id, FirstName, LastName, Email, Phone, Account.Name, Account.Website FROM Contact WHERE Id = 'contact_id'
| 
|
💡 Select in the SOQL Query the Feedier Attribute you are using as a key. For example {salesforce_id} :
How to test the integration ?
Import Feedbacks with a Salesforce ID attribute in Feedier.
Make sure they match the chosen segment in the Autopilot automations.
🎊 You should see (after around 5min) Salesforce data on the feedback.
💡 Pro tip here :
You can also create a Feedier Survey
Make sure the Feedier Survey answers matches you Segment chosen in Autopilot.
Answer by yourself to this survey adding a Salesforce ID attribute in the link (will be added to the feedback). Example :
https://feedback.feedier.pre-prod.alkalab.com/DXoT9Z?salesforce_id=001J7000007VpctIAC.🎊 You should see (after around 5min) Salesforce data on the feedback.
How to send data to Salesforce from Feedier Feedbacks ?
1. Create a Custom Object
If you chose to do not select deploy automatic package
Salesforce Setup App → Object Manager → Create → Custom Object
Setup a custom object called FeedierFeedback
Add the label as FeedierFeedback, Object Name should populate automatically.
💡 The object name must be FeedierFeedback (the API will call FeedierFeedback__c).
2. Add the Field and Relationships to FeedierFeedback object
If you have chosen to do not select deploy automatic package
Now go to Fields and Relationships for the FeedierFeedback object, and start adding the following custom fields. You must add all of the following:
Salesforce Label | Data Type | Explanation |
| Lookup(User) | Mandatory field on Salesforce, will display the user that setup the connector |
| Text(80) | Feedback ID in Feedier |
| Date | The date Feedback was created |
| Text(80) | The Name of the object |
| Text (100) | Survey name in Feedier |
| Text (255) | The link to the feedback responses on Feedier |
| Number(18, 0) | The answer value to NPS question |
| Number(18, 0) | Satisfaction Ratio of the feedback |
| Date | The push schedule creation time (if any) |
| Text (255) | The push status |
LastModifiedById | Lookup(User) | Mandatory field on Salesforce |
OwnerId | Lookup(User,Group) | Mandatory field on Salesforce |
Add a lookup relationship value
FeedierFeedback → Field & Relationships → New → Lookup relationship → [select custom field to link]
You’ll need to add a Lookup Relationship in the table in order to link this new object FeedierFeedback to an existing salesforce custom field eg. contact_id or case_id.
This is needed so the connector knows what record to update.
Any field that is wrong or missing will result in a crash of the process and the feedback will be not sent to Salesforce.
You will also need to add FeedierItem object which corresponds to the Feedier Feedback Item
Similar to step 1, create a new Salesforce object FeedierItem__c and add the following fields:
Salesforce Label | Data Type | Explanation |
| Text (255) | The question name |
| Lookup(FeedierFeedback) | The related FeedierFeedback that was created in the integration. |
| Text(80) | Feedback ID in Feedier |
| Text (255) | Survey name in Feedier |
| Text (255) | The type of response, for most use cases this will show as ‘question’ |
| Long Text Area(131072) | The answer value |
| Date/Time | The answer creation time |
Any field that is wrong or missing will result in a crash of the process and the feedback will be not sent to Salesforce.
3. Add a lookup relationship value
If you chose not to deploy the package automatically, you’ll need to add a Lookup Relationship in the table in order to link this new object FeedierFeedback to an existing salesforce custom field eg. contact_id or case_id.
This is needed so the connector knows what record to update.
FeedierFeedback → Field & Relationships → New → Lookup relationship → [select custom field to link]
Salesforce Label | Data Type | Explanation |
eg. | eg. Lookup(Case) / Lookup(Contact) | Relationship lookup: |
To test :
1) Go to feedier
2) Create a segment
3) Create an autopilot workflow
4) Link segment to salesforce integration
5) Choose your Salesforce Relationship Object Field on which your feedback will be attached ( e.g contact or account )
6) Choose the Attribute on which your contact will match the feedback
7) Save then Publish
Finally Reply to a survey sent to you by email and you should see your feedback on salesforce
Here is a video to better understand the steps :