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            Create a Data Map for Survey Responses

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            Create a Data Map for Survey Responses

            Create a data map that creates a Task record based on survey responses. You can show the details of the record in a timeline. For example, you can create a standard survey to collect feedback and then create a data map that automatically creates a Task record based on a participant's response. You can then view the responses in a timeline.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            Available with the Feedback Management - Starter and Feedback Management - Growth licenses
            User Permissions Needed
            To create or update data maps:
            • Create and send survey permissions
            • Read and Create permissions for objects whose records the data map creates or updates
            • Read and Create permissions for fields that the data map creates or updates
            • Read permission for records with mapped ID
            To view data maps: Read permission for the Survey object
            1. From the App Launcher, find and select Surveys.
            2. Click New.
            3. Enter a name for the survey, and then select Standard Survey.
            4. Edit the Welcome page.
            5. Add a page, and then as Net Promoter Score type question, enter Rate your experience!.
            6. Edit the survey’s Thank You page, and then save the survey.
            7. Click Advanced Settings.
            8. Click Merge Field Variables, and then Object Variables for Merge Fields.
            9. In Participant Object, for Variable Name, enter ContactName.
            10. For Object, select Contact, and then save your changes.
            11. Click Back to Builder, and save the survey.
            12. Click Advanced Settings, and then click Survey Data Mapping.
            13. Click Add Data Map, and then name the mapping.
            14. In Action Type, select Create Record.
            15. From the Target Object dropdown, select Task.
            16. Define your target objects and values.
              Field Information Type Value
              Description String Detractor Alert: Unhappy Customer (Low NPS)
              Survey NPS Score Response to Question Rate your experience!
              Priority Picklist High
              Status Picklist Not Started
              Task Details String The customer has given a low NPS score (< 7) in the recently concluded survey. We need to speak to the customer to understand his concern.
              Response Response Fields Response ID
              Name ID Participant Record Contact ID
              Note
              Note In this example, Survey NPS Score, Task Details, and Response are custom fields.
            17. Select Based on conditions, and specify these values.
              • Select Conditions: All conditions are met
              • Logic Type: Response to Question
              • Question: Rate your experience!
              • Operator: is less than
              • Response: 7
            18. Save the mapping and the survey.
              A data map with create record as the action type and task as the target object.
             
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