Category
Set Up InPoll
InPoll Survey Introduction
Configure InPoll Salesforce Survey within your organization to customize it according to your specific requirements. Grant users the essential permissions to create, distribute, and respond to surveys, and access survey records.
To broaden your reach and allow non-Salesforce users to participate in InPoll surveys, create a Community Site. This integration enables a broader audience to engage with your surveys, enhancing your feedback collection efforts. Enhance your user experience further by adding related lists and Lightning components to effectively monitor surveys, survey invitations, and responses. Additionally, leverage custom report types to perform a comprehensive analysis of survey feedback.
Streamlined Authentication for Your Survey Management
At InPoll Survey, we've taken the hassle out of the authentication process, ensuring that your survey management is seamless and efficient. Here's how we make it happen:
MetadataPort for Trigger Publication
When it comes to publishing triggers within your organization, we leverage the power of MetadataPort from MetadataService. This means that you can effortlessly set up triggers without the usual complexities.
Effortless Data Storage Configuration
Want to store survey response data in specific object fields? We've got you covered. Our platform allows you to create settings that enable this data storage. But we don't stop there – you also have the flexibility to generate new objects and fields, all through the magic of our rest API deployRequest for metadata in specific instances.
Guided Setup for Smooth Sailing
We believe in empowering our users, and that's why we offer comprehensive help text right where you need it. Our guidance will walk you through the process of creating a connected app, Auth. Provider, and Named Credentials. This ensures that your authentication is set up correctly from the get-go.
Named Credentials Integration
Integrating Named Credentials with our survey management system has never been easier. In the settings page, you can effortlessly select and connect Named Credentials, streamlining the integration process and making it a breeze.
Tag Management for Organization
To keep your surveys organized and categorized effectively, we've introduced a robust tag management system within the settings area. Here, you have the freedom to create, edit, delete, and manage tags. These tags can be easily linked to surveys, ensuring that your survey data stays organized and accessible.
With InPoll Survey, authentication is not a hurdle; it's a seamless part of your survey management journey. Experience a smoother, more efficient process today.
System Admin Configuration Guide to Access InPoll App
Setup Community Site in Salesforce