QuestionPro Blog

The Problem

As part of our one percent for the planet initiative, I’ve been
consulting for a non-profit that has been working to
migrate their member database application to Salesforce.com. One
particular problem they ran into was a large
number of Salesforce.com contact objects with only the email address (name, address phone, etc were missing).
After removing any duplicates, they had over 10,000 contact records
with no additional information about the contact! It’s obviously a
daunting task to painstakingly contact each email address to update their
information.

The Solution

The fix is to use a simple QuestionPro survey sent
out to each Salesforce.com contact object that is lacking the basic
information. The steps are as follows:

• Create a QuestionPro
  survey with all the fields you are looking to update (in this case,
  first name, last name, address, phone number)
• Login to your Salesforce.com account through QuestionPro
• Choose the object you want to map to in your survey (Edit Survey –> “Salesforce CRM” link)
• On the edit survey screen, click on “Edit” for each question you want to map to the contact object.
• Click
  the “Salesforce CRM” link and choose the field in the contact object
  you’d like to map to (ex, What is your first name? –> First Name
  field).
• Copy the Salesforce link to your survey.
• Switch to Salesforce.com, create an email template in Salesforce.com, and include the survey link from the previous step.
• Send
  a mass email to the subset of contacts with only an email
  address, selecting the template you created in the previous step.
• As
  your respondents complete the survey, the fields you’ve mapped will
  automatically get populated in the appropriate Salesforce.com object and field!

More Information:

Salesforce.com – how it works -
http://questionpro.com/help/316-window.html