Write answers back to Salesforce

Last updated: 16 Oct 2026

Use this guide to save the answers of a survey into Salesforce fields, for example a score on a Case or a Contact. For admins.

Before you start

• Publish the survey and send it. See Send a survey and Automated survey invitations with flows.
• Create the Salesforce fields that will receive the answers, for example a number field on Case for a rating. InPoll does not create objects or fields for you.
• You need the InPoll Admin Permissions permission set. Without it, the Save button and the On/Off switch are greyed out.

How it works

When someone submits the survey, InPoll can create or update one Salesforce record with their answers. You choose which record and which fields. Write-back is Off until you switch it On.

InPoll writes in the background, within a short time after the answer arrives. It does not use the respondent's access, so the respondent needs no permissions on the record.

Open Response Mapping

1. Open InPoll and go to the Surveys tab.
2. Click the survey.
3. Click Response Mapping in the top bar.

The screen has two cards. Write answers to Salesforce is where you set things up. Sync log shows what InPoll wrote. See Check the sync log and retry.

Set up write-back

1. Under 1. What should happen with each response?, choose one option. The next section explains them.
2. Under 2. Which object?, choose the object that gets the answers, for example Case.
3. Under 3. Put answers into fields, choose a field for each question you want to save. Leave Not written for the others.
4. Optional: under 4. Also fill these fields, click Add a field to link the record to the person or Case, or to store the score.

5. Click Save. InPoll confirms, for example "Saved. New responses will be written to Case."
6. Switch Write answers to Salesforce to On.

You can also switch it On before the first Save. InPoll then reminds you to choose fields and click Save, and keeps the switch with the mapping. After the first Save, the switch takes effect at once and InPoll says "Writing to Salesforce is on." or "Writing to Salesforce is off."

Choose what happens with each response

If an answer cannot be written because it does not fit the choice, for example a public-link answer with Update the record the survey was about, the sync log shows Failed and says why.

The respondent can never choose the record

InPoll takes the record to update from the invitation it created, never from an answer or from the survey link. A respondent cannot point InPoll at someone else's record.

• Answers from the public link can only create new records.
• Answers never go into lookup, Id, formula, address or other read-only fields.
• The values in part 4 are filled by InPoll. Respondents cannot change them.
• Earlier versions of InPoll could find a record by matching an answer. That option is gone.

Choose the object

The list shows only objects InPoll may write to and where you can create records: Account, Asset, Campaign, Case, Contact, Contract, Lead, Opportunity, Task, and your own custom objects. InPoll's own objects and custom settings are not listed.

• Objects are shown by label. For a custom object, the API name is added in brackets when it differs from the label.
• With Update the person who answered, only Contact and Lead are listed.
• With Create a new record, InPoll lists the required fields of the object under the list, for example "To create a record, fill the required fields: ...". Put an answer, a fixed value or a value from part 4 into each one, or Salesforce rejects the new record.

Put answers into fields

Each question of the survey is listed in order, with its number. Hidden questions are marked (hidden). Page breaks are not listed.

A field list shows only fields that can hold the answer of that question type. Each entry looks like "CSAT · Number": the field label, a dot and the field type. Read-only, formula and auto-number fields are never listed. See Field types for write-back.

• Not written means the answer is not saved.
• An empty answer is skipped. It does not erase what is already in the field.

Add a missing field

1. Under the field lists, click Create it in Object Manager. The Fields & Relationships page of the object opens in a new tab.
2. Create the field there. Make sure you can edit it.
3. Go back to Response Mapping and click refresh the field list. InPoll keeps the choices you already made and shows "Field list refreshed."

Fill more fields (optional)

Part 4 lets InPoll fill fields with its own values. This is how a new record gets linked to the Contact, Case or Account, or how you store the score.

1. Click Add a field.
2. In Value, choose what InPoll should put in the field.
3. In Field, choose the field. Only fields that fit the value are listed.
4. To remove a row, click the remove button at its end.

If the invitation has no value for the choice, for example no Case, InPoll leaves that field alone.

Write a fixed value

To put the same text into a field for every response, use Fixed value at the bottom of part 4. This is useful for a required field that no question fills, for example a Subject.

1. In Fixed value: field, choose the field.
2. In Value, type the text. It can be up to 255 characters.

Good to know

• A survey has one mapping. Saving again replaces the previous one.
• A new record is owned by the owner of the survey, when the object has an owner.
• Validation rules and required fields of your org still apply. If Salesforce rejects a record, the sync log shows Failed and the reason.
• InPoll needs at least one question or value mapped. Otherwise Save says "Map at least one question or value to a field."
• Test your setup with one answer before you send the survey to customers. See Check the answers written to Salesforce.

Next: Change what InPoll writes back

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