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Salesforce: Syncing Data back to Salesforce

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This is a quick tutorial on how to add data fields/values to the AskNicely Responses list in Salesforce, allowing you to get your additional questions and other custom data from AskNicely back into Salesforce. 

 

1: Create a new field in the AskNicely Object of Salesforce. 

In the example below, there are two additional questions that are being asked as part of my survey. 

Here's how the survey is set up inside the AskNicely account: 

 


The text in gray is the "question key" for each question: support_CSAT and support_comment. These are the fields we'll want to create in Salesforce. The answers given for each of these questions will be stored in the Salesforce field.

 

1. Add Data Field to Object Manager

 

First let's start off by making a field for the "support_csat" data field.

 


  1. Click Setup > Object Manager > AskNicely Response:
  2. Click on Fields and Relationships
  3. Click on "New" 
  4. Choose a "Text" field
  5. Under Field Label, write "support_csat" so that in the future, you know what it is linked to.
  6. Under Length, choose an appropriate number of characters for this field.
  7. Set up field-level security so it matches the goals of your org. 
  8. "Add to Page Layouts"should already have AskNicely Layout selected - leave this checked then save it. 

Now, we'll do the same for "support_comment": 

  1. Click on Fields and Relationships
  2. Click on "New"
  3. Field Type: Since this is an open comment question, pick Text Area or Text Area (long) 
  4. Field Label: support_comment
  5. Modify the "# Visible Lines" and "Length" as appropriate
  6. Set up field-level security so it matches the goals of your org
  7. "Add to Page Layouts" should already have AskNicely Layout selected - leave this checked, then save it. 


Wonderful, we're more than halfway there! Now that we have our two fields created in Salesforce, we can match them in AskNicely! 

 

 

2. Match your new Salesforce field to an AskNicely field

 

Open AskNicely and click App Store > Installed Apps > Salesforce.

 


Once we're on the Integration page, click the Configure tab, then the Updates tab. Scroll down to the Custom Field Updates section. This is where you will see any custom data points that you currently have matched up or available to match up.
Note: You must have a response with this custom data point on it for it to show up, so it's best to submit a test response with yourself so it will show up here. 

 


Match your Salesforce field with the AskNicely Field and hit "add". Repeat for all custom fields. You'll now have a full list of custom data fields pushing back to Salesforce!

 


 

3. Add AskNicely Responses to Contact, Account, Case or Lead Object

 

Fantastic. We've got all of these new fields... but how do we get them to show up on the AskNicely Response while it's on the Contact, Account, Case, or Lead Objects?


Glad you asked! You will need to find the Object you wish to edit the layout of in Salesforce's Object Manager. In this example we'll pick the Contact record: 

 


  1. Choose the Layout you want to edit & click into that Layout
  2. In the upper left sub-navigation menu, scroll down the list of options until you can click Related List.
  3. Drag and Drop the AskNicely Response Related List to where you want it to sit amongst your other data
  4. Click on the Wrench icon to see the list of fields you can include or exclude
  5. Select the options you want and click on Add. 


Note: you might have to zoom out (command & -) in order to see the "Ok" button in order to save. Then make sure you save the layout. 

 

There you have it! A step by step guide on how to add new custom fields from AskNicely into Salesforce so you can display additional questions, more comments, and any other data you want from AskNicely.

 

If you have any questions, please reach out by emailing support@asknice.ly.

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