Has anyone on here been able to create a survey and have in map into customer object in Salesforce? I'd like to have an object like form/survey that would be connected to the contact because I don't want all those fields in the contact record.
I'm just wondering if anyone has done this successfully and how they went about it?
I'm not 100%. I'm trying to figure out what is best. I don't mind creating one object and maybe having a ton of fields in that one layout (instead of several different layouts).
My company has begun doing more and more surveys and I just need a place where they are all centralized without overwhelming the contact/lead objects.
Hi Angela - have successfully done this with ClickTools. They do a direct integration into a Salesforce custom object registering each fill out of the survey as a "response" and creating a new record within the custom object associated with a lead/contact. From there we sync with the custom object and pull info against the leads/contacts into Marketo - based on specific responses we can then add these people into Marketo programs/campaigns. Is that what you are looking for?
It does require creating custom fields on the Salesforce custom object for every question you want to ask so if you change your questions a lot this can become tedious - it does also then give you the ability to build nice dashboards in Salesforce around the responses.