Update Account in Salesforce

0

Hello, 

I am trying to update a record on the account in SFDC on this survey. You can see from test record ID 3 that it did not work. The account ID captures from the URL pass just fine. It 

http://www.surveygizmo.com/s3/3175159/PaySimple-Online-Cancellation-Form-NEW

We have a survey updating to the Case record that is working correctly. I tried to mimic it for the account and am not having success. http://www.surveygizmo.com/s3/1599134/Customer-Care-Transactional-NPS-Survey

Any suggestions? 

 

Thanks!

Amanda

Mary L (Moderator) answered
    0

    Hey Amanda,

    FYI we cannot access your surveys like that. You’ve provided the live links to two surveys, so anyone reading this can submit responses.

    The first thing you should do is go to the Action Log for the specific response that failed. There you can see the results of the SOQL query. Usually you can see exactly what caused the Salesforce action to fail. Without that error log, however, it’ll be almost impossible to help you. But check with your IT department before posting it here as sensitive information may be visible. If anything, edit out any specific values with “X”. So long as we can see the “structure” of the error report, it’s a start.

    We do a ton of updating/inserting through Salesforce actions via a URL variable as well so I should be able to help but need more info. Most important thing is to check your SOQL query to ensure you are using a merge code for the Account ID variable you capture from the URL. This will ensure it is dynamic. If you copied a different survey, you may need to edit the Question ID used in the merge code.

    Assuming that is correct, your Salesforce action should be set up as follows:

    • Salesforce Object = Account
    • Integration Option is to “Push survey data into Salesforce”
      • Push data via “Update”
    • Query Salesforce for records that match the following:
      • Account ID URL Variable = Account Id
      • You can add any additional SOQL conditions, if needed, but I don’t think you need to
    • Field Mapping
      • Map the Question in the survey you want to push to Salesforce to the appropriate Account field in Salesforce
    Mary L (Moderator) answered
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