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Import Salesforce Report Data Task

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About the Import Salesforce Report Data Task

The Import Salesforce Report data task allows you to import data from a Salesforce report into 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: One use-case for this task is to import a set of contacts made of recently closed support cases and save them to XM Directory. You can then distribute a follow-up survey to understand if their issue was resolved.
Attention: This task only allows for a Tubular report type to be imported from Salesforce, and will only support reports containing up to 100 columns due to a Salesforce API limitation.

Setting Up an Import Salesforce Report Data Task

  1. Create an ETL workflow.
  2. Select Data source (ETL extractor).
    Adding an extractor to an ETL task
  3. Choose the Import Salesforce Report data task.
    selecting the "import salesforce report data" task
  4. 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 disconnected.
  5. 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 name for a new account
  6. Click Next.
  7. Click Choose report and select the Salesforce report you want to import data from. You can choose both public and private reports.
    clicking the report dropdown menu and searching for a report
  8. Select a Primary field for the import.
    choosing a primary field and then choosing additional optional fields
    Consider the following when choosing a primary field:

    • If the primary field is empty for an entry in the report, then that entry will not be imported.
    • We recommend using “Email” or “Phone number” as the primary field if you plan on running a distribution with the imported data.
  9. Click Add field to import additional fields from the report.
  10. Use the dropdown menus to choose the fields to import.
  11. If needed, click the trash can icon next to a field to remove it.
  12. When finished, click Save.
  13. Click Add a data destination.
    button to add a data destination
  14. Choose the data loader task that determines where the data is saved in Qualtrics. Currently, you can only use the Add Contacts and Transactions to XMD task. Visit the linked page for more information on setting up the task.