{"id":16562,"date":"2023-11-16T16:13:01","date_gmt":"2023-11-16T15:13:01","guid":{"rendered":"https:\/\/www.marketinet.com\/project\/integration-of-salesforce-sales-pardot-and-getfeedback-surveys-aspire-software\/"},"modified":"2025-02-04T17:19:18","modified_gmt":"2025-02-04T16:19:18","slug":"integration-of-salesforce-sales-pardot-and-getfeedback-surveys-aspire-software","status":"publish","type":"project","link":"https:\/\/www.marketinet.com\/en\/projects\/integration-of-salesforce-sales-pardot-and-getfeedback-surveys-aspire-software\/","title":{"rendered":"Integration of Salesforce Sales, Pardot and getFeedback Surveys | Aspire Software"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span style=\"font-weight: bold;\">Aspire Software<\/span> needed <span style=\"font-weight: bold;\">to create a survey system integrated with Pardot Account Engagement, Salesforce Sales, and the getFeedbackSurvey solution<\/span>.<\/p>\n<p>&nbsp;<\/p>\n<p><!--more--><\/p>\n<p><img decoding=\"async\" data-src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/06\/proyectos\/aspire\/mockup_aspire_multidispositivo.jpg\" width=\"703\" height=\"313\" alt=\"Aspire mockup web\" style=\"--smush-placeholder-width: 703px; --smush-placeholder-aspect-ratio: 703\/313;width: 703px; margin-left: auto; margin-right: auto; display: block; height: auto; max-width: 100%;\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\"><\/p>\n<p>&nbsp;<\/p>\n<p>This solution required<span style=\"font-weight: bold;\"> the ability to send any type of survey to their contacts and customers<\/span>, from an opinion survey to an NPS.<\/p>\n<p>&nbsp;<\/p>\n<p>The information comes from Salesforce Sales, and <span style=\"font-weight: bold;\">the automated sending process is carried out by Pardot<\/span>. Once the survey is sent and the response is collected, this information is transferred back to Salesforce Sales for<span style=\"font-weight: bold;\"> reporting, tracking, dashboarding <\/span>and other functionalities.<\/p>\n<p>&nbsp;<\/p>\n<p>Of the tasks we carried out in the project, the following stand out:<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Consultancy on <strong>the management of the entire process on the different platforms<\/strong>.<\/li>\n<li>Creation of <strong>Custom Objects in Salesforce Sales.<\/strong><\/li>\n<li><strong>Synchronization of the necessary information<\/strong> between Salesforce Sales and Pardot through its connector.<\/li>\n<li>Generation of a <strong>system for creating custom URLs<\/strong> to send each contact their personal survey.<\/li>\n<li>Synchronization of information between <strong>getFeedback and Salesforce Sales<\/strong>.<\/li>\n<li><strong>Generation of Custom Type Reports<\/strong> to be able to develop specific reports per survey with NPS valuation.<\/li>\n<li><strong>Dashboard generation<\/strong> with visual information of the results for each area.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" data-src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/06\/proyectos\/aspire\/integracion-sf-pardot-getfeedback.png\" width=\"521\" height=\"374\" alt=\"Salesforce Pardot getFeedback Integration\" style=\"--smush-placeholder-width: 521px; --smush-placeholder-aspect-ratio: 521\/374;height: auto; max-width: 100%; width: 521px; margin-left: auto; margin-right: auto; display: block;\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\"><\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aspire Software needed to create a survey system integrated with Pardot Account Engagement, Salesforce Sales, and the getFeedbackSurvey solution. &nbsp; &nbsp; This solution required the ability to send any type of survey to their contacts and customers, from an opinion survey to an NPS. &nbsp; The information comes from Salesforce Sales, and the automated sending [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":25715,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"<p><span style=\"font-weight: bold;\">Aspire Software<\/span> needed <span style=\"font-weight: bold;\">to create a survey system integrated with Pardot Account Engagement, Salesforce Sales, and the getFeedbackSurvey solution<\/span>.<\/p>\n<p>&nbsp;<\/p>\n<p><!--more--><\/p>\n<p><img src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/06\/proyectos\/aspire\/mockup_aspire_multidispositivo.jpg\" width=\"703\" height=\"313\" loading=\"lazy\" alt=\"Aspire mockup web\" style=\"width: 703px; margin-left: auto; margin-right: auto; display: block; height: auto; max-width: 100%;\"><\/p>\n<p>&nbsp;<\/p>\n<p>This solution required<span style=\"font-weight: bold;\"> the ability to send any type of survey to their contacts and customers<\/span>, from an opinion survey to an NPS.<\/p>\n<p>&nbsp;<\/p>\n<p>The information comes from Salesforce Sales, and <span style=\"font-weight: bold;\">the automated sending process is carried out by Pardot<\/span>. Once the survey is sent and the response is collected, this information is transferred back to Salesforce Sales for<span style=\"font-weight: bold;\"> reporting, tracking, dashboarding <\/span>and other functionalities.<\/p>\n<p>&nbsp;<\/p>\n<p>Of the tasks we carried out in the project, the following stand out:<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Consultancy on <strong>the management of the entire process on the different platforms<\/strong>.<\/li>\n<li>Creation of <strong>Custom Objects in Salesforce Sales.<\/strong><\/li>\n<li><strong>Synchronization of the necessary information<\/strong> between Salesforce Sales and Pardot through its connector.<\/li>\n<li>Generation of a <strong>system for creating custom URLs<\/strong> to send each contact their personal survey.<\/li>\n<li>Synchronization of information between <strong>getFeedback and Salesforce Sales<\/strong>.<\/li>\n<li><strong>Generation of Custom Type Reports<\/strong> to be able to develop specific reports per survey with NPS valuation.<\/li>\n<li><strong>Dashboard generation<\/strong> with visual information of the results for each area.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/06\/proyectos\/aspire\/integracion-sf-pardot-getfeedback.png\" width=\"521\" height=\"374\" loading=\"lazy\" alt=\"Salesforce Pardot getFeedback Integration\" style=\"height: auto; max-width: 100%; width: 521px; margin-left: auto; margin-right: auto; display: block;\"><\/p>\n<p>&nbsp;<\/p>","_et_gb_content_width":"","footnotes":""},"project_category":[],"project_tag":[],"class_list":["post-16562","project","type-project","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/project\/16562","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/project"}],"about":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/types\/project"}],"author":[{"embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/users\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/comments?post=16562"}],"version-history":[{"count":0,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/project\/16562\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/media\/25715"}],"wp:attachment":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/media?parent=16562"}],"wp:term":[{"taxonomy":"project_category","embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/project_category?post=16562"},{"taxonomy":"project_tag","embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/project_tag?post=16562"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}