Use this guide to see which Salesforce field types each question type can be written to, and how InPoll converts the answer. For admins.
How InPoll matches fields
Under 3. Put answers into fields on Response Mapping, each question lists only fields that can hold its answer. Each entry shows the field label and its type, for example "CSAT · Number" or "Survey Comment · Long text".
- When InPoll creates records, only fields you can create are listed. When it updates records, only fields you can edit.
- Formula, auto-number and other read-only fields are never listed.
- Lookup, Id, address, geolocation and encrypted fields are never listed in part 3. A lookup can only be filled from part 4 with a value InPoll supplies.
- Short Answer and Paragraph questions can go into any field InPoll can write, so they are the most flexible.
Field types by question type
Question type | Field types you can choose |
|---|---|
Rating | Number, Percent, Currency, Text, Long text, Picklist |
Slider | Number, Percent, Currency, Text, Long text |
Date Picker | Date, Date/time, Text, Long text |
Multiple Choice | Picklist, Text, Long text, Checkbox |
Dropdown | Picklist, Text, Long text, Checkbox |
Checkboxes | Multi-select picklist, Text, Long text, Checkbox |
Short Answer, Paragraph | Every field that InPoll can write: Text, Long text, Number, Percent, Currency, Date, Date/time, Time, Checkbox, Picklist, Multi-select picklist, Email, Phone, URL |
A CSAT or NPS question is a Rating question, so it goes into a Number field. Use a Text field only if you want the score as text.
What InPoll writes
InPoll converts the answer to the type of the field. If an answer cannot be converted, InPoll skips that answer, writes the others and names the problem after "Skipped:" in the sync log.
Field type | What InPoll writes |
|---|---|
Text, Long text, Phone, URL | The answer as given. A longer answer is shortened to the length of the field. |
Number, Percent, Currency | The number. Commas and percent signs are removed, and the value is rounded to the decimal places of the field. Text that is not a number is skipped. |
Checkbox | Yes, true, 1, on or checked tick the box. No, false, 0 or off clear it. Anything else is skipped. |
Date | A date written as year-month-day, or as day/month/year, which is the format of the Date Picker question. |
Date/time | A date and time, or a date alone, which becomes the start of that day. |
Time | Hours and minutes, for example 14:40. |
Picklist | The choice that matches a picklist value or label. Upper and lower case do not matter. If the picklist is restricted and nothing matches, the answer is skipped. Otherwise the text is written as given. |
Multi-select picklist | Each choice separated by a comma or semicolon, matched like a picklist. They are saved as one list. |
An email address. Anything that is not a valid address is skipped. |
Fields in part 4
The values in part 4, Also fill these fields, have their own matching rules. Lookups must point to the right kind of record, for example Contact who answered goes into a lookup to Contact. See Write answers back to Salesforce for the full list.
- Contact, Lead, Case, Account, response and survey values: lookup fields only.
- Record the survey was about: any lookup field.
- Respondent email and NPS category: Text, Long text, Email and Picklist fields.
- Date submitted: Date, Date/time and Text fields.
- CSAT score and NPS score: Number, Percent and Text fields.
Tips
- Use a Number field for the CSAT or NPS score. Then you can average it in a Salesforce report.
- For a Multiple Choice or Dropdown question, a Picklist field with the same choices works best. Use a Text field if the choices may change.
- Use a Long text field for open comments. A Text field cuts long comments.
- If the field you need is not listed, check that you can create or edit it. See Write answers back to Salesforce.