Salesforce Task
What's on this page
Attention: You are reading about a feature that is not currently available for all clients. If you’d like more information or to purchase access, talk to your Account Executive.
About the Salesforce Task
Integrating your Qualtrics account with Salesforce gives you the ability to trigger a survey from a Salesforce event and send survey response data to Salesforce.
Most Qualtrics accounts have access to the Web To Lead feature, which allows you to generate leads in Salesforce from survey responses. Learn how to perform the necessary set-up for a Web to Lead and the workflow task that follows on the Web to Lead support page.
Response Mapping takes the answers provided in a Qualtrics survey and maps them back to a Salesforce record. This feature must be added to your Qualtrics license. Check with Account Services to see if this is included in your license. Once you have access, you can learn the necessary steps to perform this workflow on the Response Mapping support page.
FAQs
Do I have access to all extensions available through the Workflows templates?
Do I have access to all extensions available through the Workflows templates?
Is there a link to all Workflows events and tasks?
Is there a link to all Workflows events and tasks?
What are Workflows templates?
What are Workflows templates?
What are workflows? / Where are actions?
What are workflows? / Where are actions?
There are no changes to workflow functionality as part of this update.
That's great! Thank you for your feedback!
Thank you for your feedback!