Your survey responses can now update the right Salesforce record using the identifiers you already have. With the new Update fields on an existing — match by any field action, you can match any Salesforce field to a hidden variable in your survey. That includes Account ID, Email, Lead Source, or a custom field.
What you can do
- Match on any Salesforce field by pairing it with a Zonka Feedback hidden variable
- Add multiple conditions to match more precisely. A record is matched only when all conditions are true.
- Decide what happens when no record matches: skip the response, or create a new record instead
- Decide what happens when several records match: update the most recently modified one, or update all matched records (up to 200)
If you don’t choose an option, a response with no match is skipped. A response that matches more than one record fails and is logged as an error, so nothing gets updated by mistake.
How to set it up
Open your survey and go to Integrations → Salesforce → Add Mapping. Under Select an Action, choose Update fields on an existing — match by any field.