You can use Vanguard Vista™ to create surveys and forms for Salesforce.com. Vista integrates
with Salesforce through the AppExchange to enable you to send out surveys to your contacts and collect
results directly in Salesforce for reports and dashboards.
What is the price for Vista's Salesforce.com integration?
All you need is a Vanguard Vista subscription and you will be able to create surveys for Salesforce.com. There is no additional charge for Salesforce.com integration.
How do I enable the Salesforce.com integration functionality?
To enable the Salesforce.com functionality in Vista you need to log in to Vista from Salesforce. Once you install our app from the AppExchange, you'll have a Manage Surveys tab which is where you will go to log in to Vista. Note that you can access your surveys by either logging in through Salesforce or through our Web site, but the Salesforce functionality will only be enabled if you log in through Salesforce.
Can I build reports on Vista survey data in Salesforce?
Yes! You can use the Salesforce.com reporting tools to build reports and dashboards using your Vista survey results once the results are in Salesforce.
Which Salesforce.com objects can be linked to my results?
Any object (and any number of objects) in Salesforce can be linked to a result including Contact, Case, Account, Opportunity, and Lead.
How many answers can I transfer from a response into Salesforce?
The default install allows you to transfer the answers of up to 20 questions into Salesforce. If you need to transfer more than 20 questions, we can increase this limit for an additional fee. Contact us for more details.
Can results be automatically transferred into Salesforce?
Yes, we can automate the transfer of your results into Salesforce if you provide us with a Salesforce login to your account. Contact us for more details.