Object is not in root object list
If you cannot find your object from root object list, make sure that you have selected "Allow search" from object settings.
I can't save mappings
If you see error popup after you pressed Save in mappings view then there might be a problem with Salesforce user profile rights. Surveypal integration will add field AnswerId to Salesforce object what you update with integration. If user profile doesn't have right to read and modify AnswerId field then you can't save integration mappings.
First check that your object have field AnswerId. Integration will create it even you can't save mappings.
Login to Salesforce and go to path
Classic UI: Build > Customize > Object e.g. Cases -> Fields
Lightning: Setup > Objects and Fields > Object Manager > e.g. Case > Fields & Relationships
You should see field AnswerId in the list. API name is "answerid__c". Data type is "Text(30)".
After this you need to check that selected user profile/profiles have right to read and modify the field.
Go to user profile selection by clicking "Edit action" button
For example if you have these three profiles selected
then you need to check that all of these three profiles have rights to read and write AnswerId field.
Classic UI:
- Administer > Manage Users > Profiles > Standard User
- Locate Field Level Security
- Click "View" next to object e.g. Case name
Lightning UI:
- Setup > Users > Profiles > Standard User
- Locate Field Level Security
- Click "View" next to object e.g. Case name
Check that field AnswerId has Read Access and Edit Access. Add right if these are missing.
Repeat these steps also for user profiles System Administrator and Standard Platform User.
If you have selected only one profile what you use with integration, for example Standard Platform User, then only this profile need to have read and write rights to AnswerId field.
None of the Salesforce object fields get updated
Check that you have selected "Update all new responses to Salesforce" from integration mapping view. Go to Manage view, select "Integrations" and click "Edit" from Salesforce row.
If your organization have multiple Surveypal accounts but only one Salesforce account, make sure that you have Salesforce connected:
- click your name in bottom left corner
- select "User account" and from there tab "Connected accounts"
You should see that Salesforce status is "Connected".
Some Salesforce object fields don't update
Make sure that field type and value match to the question element values in Surveypal. If field format is number in Salesforce, you cannot push there text values from Surveypal.
If you have added new background information to the Surveypal link meta parameter and new information doesn't go to Surveypal, make sure that you can see new information in Surveypal. Go to Manage view, select Background information and see if your information is there. If not, you have problem in Salesforce side.
Placeholder format
There are different placeholder formats in Salesforce. If you use Salesforce own email sending, format is {!Contact.Email}. But if you use for example Marketing Cloud or Pardot, then format is %%Email%%. It good to test placeholder so that it's in email text and if you see it there, then add it to the link.
Link is not valid
If your placeholder picking up the information to email but you still doesn't see it in Surveypal, check that your link is valid. Common problem is wrong values in meta parameter. Check that one meta information is inside {} characters and every text is inside ' ' characters. If you use Pardot then you need to encode quotes: replace every ' with %27.
For example:
&meta=[{'key':'sf_case','value':'{!Case.Id}'},{'key':'sf_account','value':'{!Account.Id}'}]