Use this guide to change the record, object or fields that a survey writes to, or to switch write-back Off. For admins.
Before you start
- Set up write-back first. See Write answers back to Salesforce.
- You need the InPoll Admin Permissions permission set to save changes.
- A change applies to answers submitted after you save. It does not change records InPoll already wrote.
Change the choice or the object
- Open the survey and click Response Mapping in the top bar.
- To change what happens with each response, choose another option under 1. What should happen with each response?
- To write to another object, choose it under 2. Which object?
- Under 3. Put answers into fields, choose the field for each question again.
- Check part 4. Remove rows that no longer fit, or add new ones.
- Click Save.
When you change the choice or the object, InPoll reloads the field lists. A field that does not exist on the new object, or cannot be used with the new choice, shows Not written. Choose it again before you save.
Update the person who answered lists only Contact and Lead. If you switch to it, pick one of those first.
Add a field
- Under 3. Put answers into fields, open the list of the question and choose a field.
- To save a value such as the Case or the score, click Add a field under 4. Also fill these fields. Choose a Value and a Field.
- Click Save.
If the field does not exist yet, click Create it in Object Manager, create the field, then click refresh the field list. See Write answers back to Salesforce.
Remove a field
- Under 3. Put answers into fields, choose Not written for the question.
- Under 4, click the remove button at the end of a row to remove it.
- To remove the fixed value, delete the text in Value.
- Click Save.
Keep at least one question or value mapped. Otherwise Save says "Map at least one question or value to a field."
Switch write-back Off or On
- Click the Write answers to Salesforce switch.
InPoll says "Writing to Salesforce is off." or "Writing to Salesforce is on." The mapping is kept, so you can switch it On again later without setting it up again.
- While it is Off, new answers are not written and no sync log row is added. They stay Pending.
- When you switch it On again, answers that arrived while it was Off are not written by themselves. Click Write pending and failed again on the Sync log card to write them. It writes all Pending and Failed answers of the survey. See Check the sync log and retry.
What happens to answers already written
- Records InPoll created or updated stay as they are. Changing the mapping or switching Off does not edit or delete them.
- An answer that was written (Synced) is never written again, even after a retry. Fix the record by hand if it needs a different value.
- A Failed answer stays Failed until you retry. The retry uses the mapping that is saved at that time.
- If you delete a Salesforce field that the mapping uses, its answers are skipped and the sync log says so. Choose another field and save.
After you change the questions
Mappings are tied to the questions. If you add or delete questions, or change a question type, and save, InPoll can switch write-back Off and show "Questions changed. Check Response Mapping so answers still go to the right fields."
- Open Response Mapping.
- Check that every question still points to the right field.
- Click Save, then switch Write answers to Salesforce to On.
Mappings from older versions
A mapping made in an earlier version may have found the record to update by an answer. InPoll no longer allows this because a respondent could pick someone else's record. Response Mapping shows a warning. Choose which record to update under 1, then save.
Tips
- After a change, send yourself one test answer and open the Sync log. See Check the answers written to Salesforce.
- Change the mapping before you send a new batch of invitations, not while answers arrive.