Syncing Data to Salesforce
Keep your Salesforce contacts updated with valuable survey insights from UserEvidence. Once the integration is set up, survey data will automatically sync from UserEvidence to Salesforce.
Once the integration is set up, you’ll be able to:
Track when a contact was last sent a survey, when they last responded, and whether they’ve unsubscribed.
View detailed survey insights in Salesforce, including NPS scores, full responses, and reference activity.
Leverage survey insights in Salesforce to gain a deeper understanding of your customers.
The integration supports a one-way sync, sending data from UserEvidence to Salesforce contacts only.
What You’ll Need
Admin access in your Salesforce account.
Review the mapping attributes below to confirm which data you’d like to sync with your Salesforce contacts. Then, add the necessary custom fields to your Salesforce contact records. If you prefer, we can set up and test the integration in a sandbox environment first, and move to production once everything is confirmed.
Note: Custom field names in Salesforce can be anything you choose — we'll just need the exact field names during the integration setup call.
After adding the custom fields, contact your Customer Success Manager to schedule an integration setup call. Ensure that someone with admin access to your Salesforce account is available to join the call.
During the call, we’ll establish and test the integration connection.
How Does Attribute Mapping Work?
A mapping is created when contacts share the same identifier — such as an email address — in both UserEvidence and Salesforce.
To sync attributes from UserEvidence to Salesforce, the data types must be compatible across both systems. The tables below outline the types of attributes that can be synced from UserEvidence to Salesforce, along with the custom fields you’ll need to add to the Salesforce contact record:
UserEvidence Data | Description | Salesforce Custom Field |
NPS | A metric that gauges customer satisfaction and advocacy by asking how likely they are to recommend a product or service | Number |
Last Sent at | Date the most recent UE survey was sent to this contact | Date/Time |
Last Response at | Date of the contact's most recent UE survey response | Date/Time |
Unsubscribed | Shows whether the contact has unsubscribed from all UE emails | Checkbox |
Reference Activity | Displays the customer advocacy activities—like reference calls, events, or case studies—that the customer is open to participating in | Text Area |
Survey Responses | Link to the contact’s most recent survey response | URL |