Salesforce SurveyMonkey Integration

Work out what Salesforce should do with the answers, then map each survey question to a field or related object. Respondents are usually matched on email address, so duplicate rules matter, or you will create second records for existing clients. Next, choose a connector or middleware, test with a small survey and agree who owns the data. For regulated firms we also check consent and retention, and where needed we add logic through custom connectors and APIs.

Respondent details, individual answers, scores such as NPS or satisfaction ratings, completion status and the survey or collector behind each response. Salesforce can hold these on standard objects or on a custom survey response object, which keeps reporting clean as volumes grow. Free-text comments can be stored too, but decide whether sensitive client information belongs there. A sound CRM data model keeps survey data reportable and governed.