To configure this feature, ensure Configuring Surveys is complete.

Survey designers can create surveys in bulk using the Vault Loader.

Object records must be data loaded in the following order to preserve object relationships:

1. survey__v records.
2. survey_question__v records – order__v must be defined on data loaded survey_question__v records. order__v starts with 0 and increments in whole numbers (0, 1, 2, 3).
3. survey_target__v records.

question__v records can be data loaded at any time.

When data loading survey targets, ensure the type__v value on the question_response__v record is not blank and matches the object_type__v field on the survey_question__v record.

Data Loading or Migrating Question Responses (Legacy/Historical Data)

When bulk loading historical or migrated Question Response records, database triggers are disabled during migrations which prevents Vault CRM from automatically formatting and stamping answers in the Response Value field.

To ensure imported question responses are available for downstream consolidated reporting, populate the response_value__v column in the data load CSV file. Use the formats defined in the Field Format Considerations section below.

Field Format Considerations

When data loading Survey-related records, certain field formats must be adhered to.

Survey:

• account_types__v

  Format: account__v Object Type Name 1;account__v Object Type Name2

  Example: hcp__v;kol__v

• channels__v

  Format: question_response__v Object Type Name 1;question_response__v Object Type Name 2

  Example: crm__v;clm__v

• territories__v

  Format: Format: ;territory__v.name__v 1;territory__v.name__v 2;territory__v.name__v 3;

  Example: ;101;102;103;

• segment__v

  Format: Segment Name 1;Min Value 1;Max Value1;Segment Name 2;Min Value 2;Max Value2;

  Example: Tier 3;0;25;Tier 2;36;75;Tier 1;76;100;

Survey Questions and Questions:

• answer_choice__v

  Format: Answer Choice Value 1;Weight 1;Answer Choice Value 2;Weight 2;Answer Choice Value 3;Weight 3

  Example: Option A;5;Option B;5;Option C;5

  If weights are not used, enter 0 as the weight. Do not skip entering the weight (Option A;Option B;OptionC), as this will cause an error.

Question Responses:

To populate the consolidated Response Value text field when loading or migrating response data, format the CSV values based on the question type.

• date__v - Use the YYYY-MM-DD format, for example, 2024-03-10
• datetime__v - Convert the datetime value to UTC and use the YYYY-MM-DD HH:MM:SS format, for example, 2024-03-10 15:30:00
• number__v and decimal__v - Use a standard numeric text string, for example, 75, 12.5
• text__v - Use a standard text string, for example, Twice a week
• response__v - Use a standard answer choice string matching the picklist configuration
• This includes Picklist, Radio, and Multiselect questions