Configuring SurveySparrow Application in Salesforce Marketplace

Welcome to the SurveySparrow Application integration guide for Salesforce Marketplace configuration. This comprehensive guide will walk you through the installation process and post-installation setup, ensuring a seamless integration of SurveySparrow with your Salesforce environment. Follow the step-by-step instructions to set up SurveySparrow within Salesforce, enabling you to streamline survey processes and gather valuable insights. Whether you are a Salesforce administrator or an end-user, this guide provides clear and concise instructions to optimize your experience with SurveySparrow in the Salesforce Marketplace. Let's get started on enhancing your survey capabilities and maximizing the potential of these powerful platforms working together.

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   Installation Process

   1. Navigate to SurveySparrow App in the AppExchange listing:
   - Click on "Get It Now" to begin the installation process.

   2. Log in to the AppExchange:
   - If not logged in, you will be prompted to sign in.

   3. Select Install Environment:
   - Choose between sandbox or production install.

   4. Accept Terms and Conditions:
   - Check and accept terms and conditions, then click "Confirm and Install."

   5. Log in to Target Salesforce Org:
   - You will be prompted to log in to your target Salesforce org to initiate the installation.

   6. Installation Settings:
   - Select "Install for Admins Only" (additional users can be added later).
   - Click "Install."

   7. Installation Confirmation:
   - Users may receive a message indicating that the app is taking time to install.
   - Click "Done" and wait for an email confirmation from Salesforce support.

   8. Post Installation:
   - Once complete, the SurveySparrow app will appear in your list of apps in the app launcher.

   Post Installation Setup

   1. Navigate to Setup:
   - From Setup, search for "Site" and click on "Sites."

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   2. Register Salesforce Site:
   - Accept the site terms of use and register your Salesforce site domain.

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   3. Create a New Site:
   - Create a new site with a label, name, and active checkbox.
   - Save the site.

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   4. Public Access Settings:
   - Click on Public Access Settings.

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9. - View users and assign permissions.
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11. -Click on the site user's full name.
    

12. -Under the ‘Permissions set Assignment’ tab click on Edit Assignments.

    

    
    - Assign the "SurveySparrow" permission set to the site user and save it.
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    5. Configure Custom Settings:
    - In Setup, search for 'Custom settings' and under Custom code, click 'Custom settings.'

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    - Manage SurveySparrow Integration.

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18. -Click the manage button to paste the public site URL which we created.
    

19. -Click on the Edit button
    
    - Paste the public site URL in the 'Webhook Site URL' text area field and save it.

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    6. Platform Cache Configuration:
    - Search for Platform Cache in setup and choose AccessToken.
    - Allocate capacity to store the token value for temporary use.

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    Configure SurveySparrow App

    3.1 Setup Page

    -Navigate to SurveySparrow App:

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    - Go to the Setup Tab.

26. - Select the Data Center checkbox to configure with Salesforce and SurveySparrow.

27. - Click on 'Connect SurveySparrow.'

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    2. Authorization:
    - It will redirect you to the SurveySparrow login portal.
    - On successful authorization, the SurveySparrow app gets connected.

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    3.2 Create SurveyRunner And Configure Flow

    1. Create SurveyRunner Record:
    - Click on the 'Survey Runners' tab and create a new record.

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    - Provide necessary information and click 'Save and Launch Flow Builder.'

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    2. Flow Configuration:
    - Choose 'Record Triggered Flow' and create the flow.

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    - Configure the object and conditions to trigger the flow.

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    3. Action Configuration:
    - Add an action named 'SurveyIntegrationManagerClass.'

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    -Choose the Class. And Give the Name and Label for the Action.

    
    Scroll down the page, provide the Record ID and Survey Runner, then click the "Done" button.
    (The Survey Runner refers to the name assigned during the creation of the flow under Survey Runners.)

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    - Provide necessary details and activate the flow.

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    3.3 Trigger the SurveyRunner And Get the Responses

    1. Update/Create Object Records:
    - Update or create object records based on Flow Condition.

    2. Receive Email/SMS:
    - Upon Flow invocation, receive an email or SMS from SurveySparrow with the response submit link

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    For further assistance, feel free to reach out to our support team. We are just a chat away!