Salesforce
Qualtrics integration.
How Qualtrics' Salesforce extension sends surveys from Salesforce Flows, writes responses back to records, and which features your licence needs.
Request an integration map →Download the spec sheet →The Salesforce Qualtrics integration is Qualtrics' own Salesforce extension, for Sales Cloud and Service Cloud. It can send a survey when a Salesforce Flow condition is met, such as a case closing, map survey responses into standard or custom Salesforce objects, create leads from responses, and import Salesforce data into Qualtrics. Some features must be added to your Qualtrics licence.
[ How it works ]
Which Qualtrics Salesforce features need a licence add-on?
Qualtrics says most accounts have access to Web to Lead. The other Salesforce features (Trigger, Email Survey and Response Mapping) must be added to your Qualtrics licence; Account Services can confirm what yours includes.
[ The connector ]
Feedback in Qualtrics. Context in Salesforce.
Techila Global Services is a Salesforce Summit partner. We help service and sales teams connect Qualtrics to Salesforce: the connected account and permissions, the Flows and outbound messages that send surveys, and the custom object that holds responses.
We test the full loop in a sandbox, from a closed case to a survey response on the record, and support it after launch.
What does the Qualtrics Salesforce integration do?
| Feature | What it does | Notes from Qualtrics |
|---|---|---|
| Salesforce outbound message event | Starts a Qualtrics workflow when Flow conditions are met in Salesforce | Works with Salesforce Flows only; not available to all clients, ask your Account Executive |
| Trigger and Email Survey | Emails a survey when Salesforce Flow conditions are met | Must be added to your licence |
| Response Mapping | Inserts, updates or deletes records on standard and custom objects from survey data | Must be added to your licence |
| Web to Lead | Creates Salesforce leads from survey responses | Most Qualtrics accounts have access |
| Salesforce Extractor | Imports object data, closed email cases and report data into Qualtrics | Runs from Qualtrics |
What moves between Salesforce and Qualtrics?
- Flow condition starts a survey workflow (from Salesforce to Qualtrics)
- Survey responses into records (from Qualtrics to Salesforce)
- Web to Lead: new leads (from Qualtrics to Salesforce)
- Object, case and report data import (from Salesforce to Qualtrics)
How do you send a survey when a Salesforce case closes?
- Create a custom Survey Responses object in Salesforce, related to Contact, Account or Case.
- Link Salesforce in Qualtrics: production or sandbox by OAuth, or server-to-server with a client ID, secret and token endpoint URL.
- Set up Trigger and Email Survey on the Case object, using the contact's email field.
- Add the condition to a Salesforce Flow, for example IsClosed = True.
- In Response Mapping, insert into the Survey Responses object and pass the Contact and Case IDs to its lookup fields.
Qualtrics says only the person who set up a Salesforce workflow should edit it; if someone else edits it, the integration stops working. To change it, copy the workflow and edit the copy.
What does Salesforce need for Qualtrics to connect?
- API access enabled on the connecting user's profile.
- Object and field access the workflow needs, such as Create, Read, Edit or Modify All.
- Qualtrics IP ranges inside any login IP ranges you set.
- Refresh token policy set to "Refresh token valid until revoked".
- Up to 5 Salesforce accounts per Qualtrics account when linking from the Workflows tab; Brand Admins can share one account from Extensions.
Our Salesforce integration services and Service Cloud work cover this set-up. To talk it through, book a discovery call.
[ Architecture ]
How does a Salesforce event send a Qualtrics survey?
How data moves between the two systems.
Salesforce
Qualtrics workflow
Salesforce
[ What's included ]
What does Techila set up for Qualtrics and Salesforce?
What the integration work covers.
[ FAQ ]
Frequently asked questions.
What architects ask before commissioning a Techila integration.
Yes. Qualtrics' Salesforce extension, for Sales Cloud and Service Cloud, can trigger and email surveys from Salesforce Flows, map responses into Salesforce records, create leads and import Salesforce data.
Yes. Qualtrics describes setting Trigger and Email Survey on the case and adding a condition such as IsClosed = True to a Salesforce Flow.
No. Qualtrics says the event can only be used with Salesforce Flows. It was previously called the Salesforce Workflow Rule Event, and older workflows were migrated automatically.
Yes, with the Salesforce Sandbox (OAuth) option. Qualtrics says you can't switch a configured workflow from sandbox to production by changing the account; you rebuild it with production credentials.
Up to 5 when linking through the Workflows tab, Qualtrics says.
Sources
Last reviewed:
- Qualtrics Support, Salesforce Extension Basic Overview (read 10 November 2026)
- Qualtrics Support, Linking Qualtrics and Salesforce (read 10 November 2026)
- Qualtrics Support, Salesforce Outbound Message Event (read 10 November 2026)
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