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We just started using Qualtrics and are trying to set up the integration with salesforce so our survey responses are linked to a specific property or contact ID in salesforce. One of the fields on the page in salesforce is a Master Detail Field and I can't seem to figure out what field type I need to make this or what embedded data I need to use in Qualtrics to make these sync. 

 

Does anyone have any background with this and can help with the steps to making it work?
5 réponses
  1. 16 mars, 20:49

    I’ve run into this when linking survey responses back to Salesforce records. With Master-Detail fields, the key thing is that Salesforce expects the parent record ID, not a text value, so the field you pass from Qualtrics must contain the actual Salesforce record ID of the parent object. 

     

    What usually works is passing that ID into Qualtrics as embedded data (for example via the survey link) and then mapping that field in the integration so it populates the Master-Detail relationship on insert. If the value isn’t a valid Salesforce ID, the record won’t be created. 

     

    In one setup, we handled it through an integration layer instead of the native connector - we captured the Qualtrics response, matched it to the correct Contact/record by key, and then created the related record in Salesforce. We used Skyvia (https://skyvia.com/connectors/salesforce) for that step because it made the lookup and mapping easier than trying to force it through the native sync. You can also check Airbyte or Fivetran for that.

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