This article will explain step by step how you can add Mopinion feedback results as cases in Salesforce. The connection requires the creation of a Mopinion webhook and a Salesforce web to the case form. Basically, you will create an HTML web form in Salesforce. The fields of this form will be linked to the fields of the Mopinion feedback form. The Salesforce web form does not have to be published on your website.
While setting up this integration you will be switching between Mopinion and Salesforce. It is recommended to open both applications in different browser windows or tabs. For the last part of the setup, you will require the assistance of Mopinion.
Step 1: Create a webhook
Mopinion
Create a webhook for the form you want to connect in Mopinion. See How do I create an outgoing webhook? . Where the Salesforce API endpoint for this webhook can be found, will be shown in step 3.
Step 2: Web-to-Case HTML Generator
Salesforce
Go to Set-up → Customize → Self-Service → Web-to-Case HTML Generator
...
Step 3: Capture case information
Salesforce
From the HTML that is generated you need the value after the label for= for the fields you added.
...
Step 4: Finish API endpoint
Mopinion
Finish the API endpoint of the webhook in Mopinion with the information from step 3. Save the Webhook and contact Mopinion via support@mopinion.com and provide us with the information from step 3.
...