Overview

Salesforce is a cloud-based customer relationship management (CRM) platform used by organizations to manage customer data, sales processes, and business relationships.

Common uses for the Alchemer Salesforce Custom Response Object integration

• Store full survey response data in a dedicated Salesforce custom object
• Centralize reporting and dashboards within Salesforce
• Trigger Salesforce Flows, Process Builder, or Apex automation from survey responses
• Maintain historical survey response records tied to CRM data
• Eliminate manual imports or CSV uploads

What can the Salesforce Custom Response Object integration do?

• Provides a CSV that can be used to create an object in Salesforce
• Automatically generate necessary fields for response and session data
• Push structured survey response data in real time
• Return metadata for debugging and validation

You will need

• Salesforce API access and OAuth credentials
• Permission in Salesforce to create and manage custom objects
• An Alchemer plan that includes integrations and the Integration Manager permission enabled
  • Contact us if you are unsure whether your plan includes integrations.

Setup Salesforce Custom Response Object integration in surveys

Salesforce | Custom Response Object

You will need:

• Salesforce OAuth authentication configured in Alchemer
• Permission to create custom objects and fields in Salesforce

Configure the action

1. Open your survey in Survey Builder.
2. Select Add New: Action.
3. In the Add Action modal, scroll to the Integrations section.
4. Select Salesforce.
5. Select Salesforce | Custom Response Object.
6. Salesforce | Authentication: Select an existing authentication or create a new authentication.
7. Salesforce | My Domain: Enter your Salesforce My Domain. Your Salesforce My Domain is a custom, branded subdomain for your Salesforce org.
8. Salesforce | CSV: Use the download link provided to get a CSV of all of the required fields for Salesforce to build your custom object for this survey. You can use the object creator in Salesforce.
9. Salesforce | Select object: Select the Salesforce object that you have just created using the CSV from the previous step.
10. Salesforce | Validation: This step checks the the object you chose contains all required fields.
11. Salesforce | Get Data Back: Select the fields you want to get back.
12. Save the action.

Status codes

• 200: Successfully pushed data to Salesforce response object
• 400: The external integration returned an error

Testing and Troubleshooting

Testing and Validation

How to test

• Submit a survey response that triggers the Salesforce action.
• Confirm that a new record appears in your Salesforce custom response object.
• Verify related records (Contact, Lead, Account) are properly linked.

How to verify results

• Navigate to Object Manager → Your Custom Response Object in Salesforce.
• Confirm all expected response and session fields are populated.
• Check relationship fields to ensure proper linking.

Monitoring Integration Activity

Where to find logs

• Go to Results → Individual Responses in Alchemer.
• Select the response you want to inspect.
• Open the Action Log tab.

What logs display

• Success or failure status
• Timestamp
• Input and output values
• Salesforce record ID
• Returned Salesforce status codes

Troubleshooting

Authentication issues

• Expired or revoked OAuth connection
• Missing API permissions in Salesforce

Permission errors

• User does not have rights to create custom objects
• Field-level security restrictions

API errors

• Validation rule failures in Salesforce
• Required fields missing
• Field type mismatches

FAQs