Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Qualtrics - Customer Experience Management for Salesforce
Add your customer's voice to Salesforce CRM
- Business Need
- Surveys
- Requires
- Sales Cloud
- Compatible With
- Government Cloud
Combine customer experience data with operational data to better understand customer behavior and build strong client account relationships. Automate customer feedback across workflows, analyze data, and embed insights in your Salesforce dashboard.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 10 of 60 Reviews
Installation Status is showing as Trail instead of Active
I have installed the Qualtrics App for salesforce in our production org but after getting installed its showing the Status as Trail (for 30 Days) instead of Active . So does anyyou know what need to be done to make it Active permanently in salesforce or if anyone can help on this.
Qualtrics is a great survey solution!
Understanding the integration between Salesforce and Qualtrics initially presented a learning curve for me. However, once I grasped the process, creating a tailored solution for our company's business needs became remarkably straightforward. Having experience with various survey platforms, I find Qualtrics to be particularly user-friendly and adaptable to a range of business requirements. I wholeheartedly recommend this application to others. During the Qualtrics setup, their solution provider collaborates with you to aid in implementation and report building. It's advisable to start with a straightforward project to familiarize yourself with the integration. Initiating data collection early facilitates the implementation partner's assistance in crafting Qualtrics reports and dashboards, enabling a smoother learning curve for their setup.
Does not work with Person Accounts
We found this app did not meet our use case as we are trying to send surveys to Person Accounts rather than Contacts. Also, did need see an easy way to send reminders when the survey is not responded to.
Qualtrics | Implementation and Integration
Relatively simple integration was a plus. However, the features ultimately did not solve for our specific need. Overall the entire process and implementation was easy enough to accomplish as a replacement for GetFeedback.
Difficult to setup, but works well after implementation
The overall implementation process was difficult, and the expectation for what the tool could do and what we needed to create in Salesforce was not as expected. Therefore, more Salesforce development was needed than planned in order to have the tool work as expected. After initial setup however, the tool worked well and the team was quick to respond to any issues.
Straightforward Configuration and Great Support Team
This was my first integration as a new Admin for my organization. I already had my surveys set up on the Qualtrics platform and found it super easy to set up the response mapping into our Salesforce org using the walk-through guides on the app. I have also had AMAZING experiences reaching out to Qualtrics support. They take the time to figure out the issue and always follow up until the case is resolved.
Use daily and works great
We use the Salesforce/Qualtrics API daily to map information coming in from surveys to multiple locations. This has been exactly what we as an organization need. I have not found any other survey connection to Salesforce that allows us to map a single survey response to this many different custom objects with this level of ease. Everyone else requires advanced workflow rules or process builders. All I have to do for this is create the custom fields on the object I want the information to map to, and set up the mapping from directly within Qualtrics. I have had nothing but great experiences reaching out to Qualtrics support, once I learned to ask for an API integration specialist as soon as I call. The regular support members don't know about Salesforce, but once transferred to the specialist- you have access to a wealth of knowledge. Only knocking down to four stars because there are certain things you are unable to do unless you send the survey directly from Salesforce or Qualtrics with some embedded information, which we are unable to do with surveys that must remain completely anonymous.
Love Qualtrics and how it easens the path
Really love this platform which has changed the way we do thing in my own org.
Support is not very helpful
I don't find the support team for this app very responsive. I'm receiving an error when I attempt to send surveys to multiple users using the app. When I contacted support, they refused to help saying that I needed to purchase the paid version. I am using a paid version of the app, and had simply signed up for a trial account previously to test some of the features. My issue still isn't resolved, customer support has not reached out to me, and I cannot complete my integration because the tools are not working properly.
How come they say it has "great customer support"?
We purchased Qualtrics and since it looks easy to setup, we decided to do it ourselves. And SAD TO SAY - its knowledgebase is far from useful. I even tried calling Support from Australia,HongKong, Singapore and USA to be informed that its best to email them as they are not knowledgeable on setting up or fixing their products' integration to Salesforce. Often I received a voice message saying I am calling beyond business hours when I call 2PM Sydney Time. Definitely just too good to be true. Product might be great but their SUPPORT IS DEFINITELY THE WORST.
Oh that is great, do you mind sharing what do you use as the UID to map to the object "Survey Response"? for some reason I am having issues with understanding how to map it. Thank you.