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Extract Data from Salesforce Task

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About the Extract Data from Salesforce Task

The Extract Data from Salesforce task imports data from your Salesforce instance to use in Qualtrics. Once the data is imported into Qualtrics, use a data loader task to save the data in your desired area on the platform.

Example: For example, import customer account data from Salesforce and save it to your XM Directory to help you monitor your accounts by leveraging X-data in Qualtrics.

Setting Up an Extract Data from Salesforce Task

Qtip: If you are mapping fields for the Account Management Command Center, see this page for a guided setup.
Attention: To use this task, you must have access to the Account Management Command Center as well as access to XM Directory. If you are unsure if your license has access to these features, please contact your Qualtrics Account Executive.
  1. Using the navigation menu in the top left, go to Workflows.
    navigating to workflows in the global navigation and creating a new workflwo
  2. Click Create a workflow.
  3. Determine whether the workflow should be Scheduled or Event-Based. For a comparison of these options, see Scheduled Workflows vs. Event-Based Workflows.
    choosing a scheduled workflow

    Qtip: Most of the time, you’ll use a scheduled workflow to make sure your data is regularly up to date.
  4. Click Get started.
  5. Give your workflow a name by clicking the workflow name at the top.
    creating the workflow schedule, renaming the workflow, and adding a task
  6. Determine the trigger for your workflow which determines what causes the workflow to fire. What you do here will depend on if you selected an event-based or scheduled workflow. See Scheduled Workflows vs Event-Based Workflows for more information.
  7. Click the plus sign ( + ) and select Task.
  8. Select the Extract data from Salesforce task.
    selecting the extract data from salesforce task
  9. Select the Salesforce account to import data from.
    choosing credentials to use

    Qtip: Any Salesforce accounts you’ve previously connected as well as accounts set up by Brand Administrators will be available here.
    Attention: You may have up to five external connections to your Salesforce account for this task. If you add more than five connections, the oldest connection will be severed.
  10. If you’d like to add a new Salesforce account, click Add user account.
    Qtip: After clicking Add user account, specify the account name and click Connect account. After clicking Connect account, login with your Salesforce Credentials.adding a new salesforce account
  11. Click Next.
  12. Click Add object.clicking add object and selecting our desired object
  13. Select the object you want to add. You can add multiple objects.
    Qtip: If you don’t have any objects here, then the connection between your Salesforce account and Qualtrics is invalid or expired. Return to the account selection screen by clicking Back and add new Salesforce credentials.
    Qtip: If mapping Accounts, make sure to follow the Account Management Command Center guide for a step-by-step on mapping Account fields.
  14. Select an object you added to begin mapping fields.selecting fields from a contact object in salesforce to import
  15. If desired, use the Salesforce list dropdown menu to limit which objects are imported based on the list’s filter criteria in Salesforce (called List View in Salesforce). If no option is selected, then all associated objects will be imported.
  16. Click Add field.
  17. Use the select field dropdown menu to select a field to map. Repeat these steps for as many fields as needed.
  18. To remove a field from your mapping, click the trash can icon.
  19. If importing multiple objects, repeat the mapping steps above to map your fields for each object.
  20. Click Save once you’re finished.

After extracting data from Salesforce, you must tell Qualtrics where to save the data with a data loader task. See Available Loader Tasks for more information.

Qtip: Most of the time, you’ll use the load data into XM Directory task.