NOTE: This article applies to our Salesforce V4 integration. If you aren't currently on V4, please see our Salesforce V3 section.

In this Article...

• Salesforce Automations: Overview
• Creating a Salesforce Automation
• Automation Conditions
• Running the Salesforce Automation

Salesforce Automations: Overview

Salesforce Automations allow you to customize the conditions of when your data will be synced between SurveyMonkey Apply and Salesforce. The way you configure your automation will change what type of information can be synced.

Creating the Salesforce Automation

When creating an Automation you will first need to decide what type of information you'd like to sync:

• User Account Information
• Information Generic to All Programs
• Information specific to a single Program (incl. Form Responses)

User Account Information

To get started with creating your Automation to sync user account information:

1. Access your Salesforce Integration
2. Click on Add an SF Automation
   
   
3. Create a Name for your Automation
4. Select the Event to trigger the Automation. These events will only be User related based on an aspect of their account being updated
   
5. Optional: Add a Condition to the automation to determine which users to push data for
6. Select the Mapping Action. If you don't have any Actions created see How to Create a Mapping Action
7. Activate your automation
8. Save

Information Generic to All Programs

To sync information that is applicable for all programs, such as Application ID, or Created and Submitted Dates:

1. Access your Salesforce Integration
2. Click on Add an SF Automation
   
3. Create a Name for your Automation
4. Enable Use automation in a Program
5. Ensure All Programs is selected
   
6. Set the Activation: Application or Decision
7. Select the Event to trigger the Automation
   This will vary depending on the Activation you selected.
8. Optional: Add a Condition to the automation to determine which users to push data for
9. Select the Mapping Action. If you don't have any Actions created see How to Create a Mapping Action
10. Activate your automation
11. Save

Information specific to a single Program (incl. Form Responses)

If you wish to sync information that is specific to a program, for example, form responses:

1. Access your Salesforce Integration
2. Click on Add an SF Automation
   
   
3. Create a Name for your Automation
4. Enable Use automation in a Program
5. Choose Selected Programs
6. Select the program to sync the information for
   
7. Set the Activation: Application, Application Task, Decision, Recommendation, Review
8. Select the Event to trigger the Automation. This will vary depending on the Activation you selected. Depending on the Activation you select you can set the Target to the specific Task
9. Optional: Add a Condition to the automation to determine which application to push data for
10. Select the Mapping Action. If you don't have any Actions created see How to Create a Mapping Action
11. Activate your automation
12. Save

Automation Conditions

Conditions are used to further isolate which applications will meet the prerequisites of the Salesforce automation. A variety of conditions can be added, including (not limited to):

• application form responses
• application status
• application stage
• task completion

NOTE: The conditions that are available will vary depending on the type of information you are looking to sync.

Running the Salesforce Automation

Sometimes the Salesforce integration isn’t added to the Apply site until after some Apply records/data have already been created. If this is the case:

1. Access your Salesforce Integration
2. Click on the Ellipsis icon next to the Active Automation
3. Select Run Automation
   

When doing so, the conditions within the automation will still be checked. Depending on the source of data on each mapping action in the automation, different data will be used. For example, if the mapping action in the automation pushes application, then we’ll use all the active applications. If the source is a user, we'll use the users from that site.