Overview

This guide provides step-by-step instructions on how to set up data transfers for Survey programs and determine which objects your data will sync to. You will learn how to configure objects for data syncs, set up data sync, and use the “Create New” and “Update Existing” actions for syncing survey data. By following the steps outlined in this article, you can easily transfer survey data to Salesforce objects and keep your data organized and up-to-date.

Setup Data Transfers

This article describes how to set up data transfers for Survey programs and determine which objects your data syncs to.

Configuring Objects for Data Syncs

By default, you can sync survey data into three standard Salesforce objects: “Case”, “Task”, and “Opportunity”

To configure other objects to sync survey data, follow this process:

1. Go to Setup > Custom Settings.
2. Find the Survey Data Transfer Objects custom setting and click Manage.
3. Click New to select a Salesforce object to make available for survey data transfer.
4. Type the object’s API name in the Name field and click Save.
5. If needed, click Delete on any objects that shouldn’t remain available for survey data transfer.

Setup Data Sync

Navigate to the Cvent Survey Programs tab. Create a survey program or select an existing one. Scroll down to the Data Transfer section, click the + Add Object button, and choose one or more Salesforce objects.

Data transfer objects can take one of two actions when syncing responses:

• Create New. Create a new Salesforce record for every Cvent response that meets certain criteria.
• Update Existing Update an existing Salesforce record that has triggered a survey invitation.

Refer to the following sections to learn more about each action.

Create New

Create a new Salesforce record for every Cvent response that meets certain criteria. Use this action if you want to create new records of the chosen data transfer object in your Salesforce instance.

Set up filters to control which respondent responses create a new record in Salesforce. The filter condition relies on either the Cvent contact field, respondent field, or the respondent answer. Build your filter as a combination of conditions using the “AND” logical operator. If you leave the filters blank, the App always creates a new record for each respondent’s response.

Set up the mappings between data transfer object fields and Cvent contact fields, survey respondent fields, and survey answers. Data in mapped fields creates new records in Salesforce.

Event survey program limitations:

• Data transfer configuration only applies to general event feedback. Session and speaker feedback question tags aren’t supported.
• Matrix question tags can’t be used in the data transfer configuration of the event survey program.

Update Existing

Update an existing Salesforce record that triggered a survey invitation. Use this action if you know that a survey response relates to a specific Salesforce record.

1. Make your survey request “Salesforce-aware”. Build on a survey request URL using query parameters, which are dynamic attributes you can use in a custom URL to push values from a Salesforce record. The primary query parameter, to make Cvent aware of which Salesforce record should be updated with a survey response, is integrationId which should hold the value of the corresponding Salesforce record ID. Refer to the Survey Invitation Email page for an example of how to set up a survey invitation email flow.
2. The only data transfer configuration for the “Update Existing” flow is to set up the mappings between data transfer object fields and:
   • Cvent contact fields
   • Survey respondent fields
   • Survey answers

Data in mapped fields updates existing Salesforce records. Every survey response updates a Salesforce record, whose ID appears in the invitation URL within the “integration ID” query parameter.