Requirements:
Salesforce account with access to Setup App
Feedier account with Admin role
A Feedier attribute that contains a Salesforce object ID (sf_id, account_name, etc.), as this is used to link the data from Feedier to Salesforce.
1st Step for all connections: Create a Connected App in Salesforce
It’s necessary to create an app in order to allow Feedier to make API calls with your Salesforce instance securely.
Add a New Connected App
Salesforce's Setup App → Platform Tools → Apps → App Manager → New Connected App
In the fields of the connected App, set the following:
Connected App Name | Feedier |
API Name | Feedier |
Contact Email | help@feedier.com (or your email) |
API (Enable OAuth Settings) | TICKED |
— Callback URL | https://dashboard.feedier.com/integration/callback/salesforceObject |
— Selected OAuth Scopes | (api) (full) |
Collect App Client ID and App Client Secret for connection on Feedier
Apps → App Manager → Feedier → View → Manage Consumer details
After adding your details, save and go back to the app, then click ‘Manage Consumer Details’ to collect the App client ID and App Client Secret. You will use this whenever connecting to an action on Feedier.
Note: When testing, if you’re having problems connecting, please check the following:
Untick Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows
Change permitted users to ‘All users may self-authorize’ and IP Relaxation to ‘Relax IP restrictions’
Manage Connected Apps → Feedier → Manage → Edit policies
Workflow 1: Enrich Feedback data with attributes from one or several Salesforce objects
This workflow is designed to update feedback on Feedier with key attributes from the respondant’s Salesforce record.
Add a Segment
Feedier → Actions → Segments → New Segment
First we need to setup a segment on Feedier. Segments are saved searches that allow you to create automisations based on your selected feedback.
Create a segment that will identify all feedback that needs to be enriched by Salesforce data. If you need all of feedback, just set a filter with time period is greater than beginning of the year.
Connect the Segment to an Automation
Feedier → Actions → Automations → Add Segment
Select the segment you just created.
Select Salesforce Fields Sync from the dropdown.
App Client ID | Refer to step 1, you get this from the Connected App in Salesforce. |
App Client Secret | Refer to step 1, you get this from the Connected App in Salesforce. |
Salesforce SOQL | Feedier supports custom SOQL to be as performant as possible. So, as long as there is an ID and a relationship, you can get any kind of Salesforce field using SOQL. Please refer to Salesforce doc for the structure: https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm Important notes
Here are 2 examples: Query 1: SELECT Contact_P__r.Id, Ticket_Type_Number__c, St__c, Produit__c, SourceSystem__c, Type__c, EffectiveDate__c, Category__c FROM TransactionDetail__c WHERE Contact_P__r.Id = '{attribute_value}' ORDER BY EffectiveDate__c DESC Query 2: SELECT Name FROM Account WHERE http://Account.Id = '{attribute_value}' |
Attribute Name | This is the Feedier attribute name (not label) that contains the Salesforce object ID used for the matching. It can be an Account ID, a Custom ID, a Contact ID, etc. For example, feedback.feedier.com/survey-url?sf_id=123 will create an attribute sf_id with the value 123. In this option set sf_id. Please don't hesitate to contact your Feedier Account manager for help. |
Workflow 2: Connect to Salesforce to update a ‘Salesforce Object’ post-feedback
This workflow is designed to update a record on Salesforce with question answers from the respondant’s feedback from Feedier.
1. Create a Custom Object
Salesforce Setup App → Object Manager → Create → Custom Object
Setup a custom object called FeedierFeedback
Add the label as FeedierFeedback, Object Name should populate automatically.
2. Add the Field and Relationships to FeedierFeedback object
Now go to Fields and Relationships for the FeedierFeedback object, and start adding the following custom fields. You must add all of the following:
Salesforce Label | Data Type | Explanation |
| Lookup(User) | Mandatory field on Salesforce, will display the user that setup the connector |
| Text(80) | Feedback ID in Feedier |
| Date | The date Feedback was created |
| Text(80) | The Name of the object |
| Text (100) | Survey name in Feedier |
| Text (255) | The link to the feedback responses on Feedier |
| Number(18, 0) | The answer value to NPS question |
| Number(18, 0) | Satisfaction Ratio of the feedback |
| Date | The push schedule creation time (if any) |
| Text (255) | The push status |
LastModifiedById | Lookup(User) | Mandatory field on Salesforce |
OwnerId | Lookup(User,Group) | Mandatory field on Salesforce |
eg. | eg. Lookup(Case) | Relationship lookup: |
Any field that is wrong or missing will result in a crash of the process and the feedback will be not sent to Salesforce.
3. Add a lookup relationship value
FeedierFeedback → Field & Relationships → New → Lookup relationship → [select custom field to link]
You’ll need to add a Lookup Relationship in the table in order to link this new object FeedierFeedback to an existing salesforce custom field eg. contact_id or case_id.
This is needed so the connector knows what record to update.
4. Add a FeedierItem object
Similar to step 1 and 2, create a new Salesforce object FeedierItem__c and add the following fields:
Salesforce Label | Data Type | Explanation |
| Lookup(User) | Mandatory field on Salesforce, will display the user that setup the connector |
| Text (80) | Mandatory field on Salesforce |
| Text (255) | The question name |
| Lookup(FeedierFeedback) | ⚠️ The related FeedierFeedback that was created in the integration. |
| Text(80) | Feedback ID in Feedier |
| Text (255) | Survey name in Feedier |
| Text (255) | The type of response, for most use cases this will show as ‘question’ |
| Long Text Area(131072) | The answer value |
| Date/Time | The answer creation time |
| Lookup(User) | Mandatory field on Salesforce |
| Lookup(User,Group) | Mandatory field on Salesforce |
Any field that is wrong or missing will result in a crash of the process and the feedback will be not sent to Salesforce.
5. Add a Segment
Feedier → Segments → New
Next we need to setup a segment on Feedier. Segments are saved searches that allow you to create automisations based on your selected feedback.
Create a segment that will identify all feedback that needs to be added to the Salesforce record.
If you need all of feedback, just set a filter with time period is greater than beginning of the year.
6. Connect the Segment to an Automation
Feedier → Actions → Automations → Add Segment
Select the segment you just created.
Select Create Salesforce Object from the dropdown
Client ID | Refer to step 1, you get this from the Connected App in Salesforce. |
App Client Secret | Refer to step 1, you get this from the Connected App in Salesforce. |
Salesforce Relationship Object Field | This is the lookup relationship value that links the relationship to the FeedierFeedback object you created. (Object Manager → Feedier Feedback → Fields and Relationship). Copy exactly the 'field name' you need. For example, if you added the relationship to a Salesforce Case, you would select Case_id__c |
Attribute Name | This is the Feedier attribute name (not label) that contains the Salesforce object ID used for the matching. You can name this however you want to see this on the Feedier dashboard eg. Account ID, CustomID, Contact_id, etc. For example, feedback.feedier.com/survey-url?sf_id=123 |
7. See your feedback answers in Salesforce
Salesforce Record → Related→ FeedierFeedback → Détails
When you start collecting feedback, if your relationship is linked, for example case_id or contact_id, you'll be able to see it attached to Salesforce history.
If feedback hasn’t been given for a particular survey, it will be named as Feedier Push under the column FeedierFeedback Name
Once you’ve chosen the survey under FeedierFeedback, you can then click the Related tab and view the answers under the FeedierItems object.
Feedier will automatically populate the fields for every single new answer
Workflow 3: Trigger real-time & automated push emails based on Salesforce Outbound message
This workflow is designed to send a feedback email from Feedier immediately after a certain trigger has been met on a Salesforce record.
Setup an email campaign as a template for sending emails
Feedier → Survey → Share → Email Campaign
First, you will need to setup an Email Campaign. This will work as a template for whenever emails are triggered. You can just add your email page, and complete the campaign.
Select the Campaign ID from info in the cog dropdown of the campaign page.
Setup the outbound message
Salesforce's Setup App → Outbound Messages → New Outbound message
Setup the form as follows:
Name / Unique Name: Choose what you like, this has no impact with the connector
Endpoint URL for Sandbox : https://connector-preprod.feedier.com/salesforce/push?push_campaign_id={Feedier Campaign ID}&api_key={Private API Key Feedier}
Endpoint URL for PROD: https://connector.feedier.com/salesforce/push?push_campaign_id={Feedier Campaign ID}&api_key={Private API Key Feedier}
Add the Feedier Campaign ID from the template you just created.
You can find your API details on Feedier via:
Profile dropdown → Integrations
User to send as: Choose what you like, this has no impact with the connector
Case fields to send: Choose all data you want to attach to the feedback in Feedier. ContactEmail is required.
Click Save
Trigger the outbound message
Salesforce Setup App → Workflow Rules
Now, you need to trigger the Outbound message.
Create a trigger with your own rules (Case status = Closed for example)
Attach the outbound message you created in and you're all set.
Workflow 4: If you want to pick up push status within salesforce, take a look at this guide
Workflow 4: Add Feedier Push items in Salesforce
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