To add the Zoho Survey integration to a sandbox

1. Navigate to Setup > Data Administration > Sandbox.
   
   
2. Click the sandbox where you want the integration.
   
3. Click the Go to Sandbox button.
   
4. In the sandbox, navigate to Setup > Marketplace > Zoho.
   
   
5. Go to Zoho Survey and click Setup now.
   
6. Click Get Started Now.
   
7. If you don't have a Zoho Survey account linked to your email address, enter the Portal name and click Next. Otherwise, ignore this step.
   
8. Select the Portal and Departments that you want to integrate with the CRM.
   
   
9. Click Next.
   
10. Click Add Users, select the users, and click Assign.
    
11. Select the Zoho CRM Modules from which surveys can be sent.
    
    
12. Click Done.
    

1. Click Configure another user's portal.
   
   
2. In the Enter the admin's email address box, fill in that user's email address.
   
3. Click Send for Approval.
   

Working with the Zoho Survey integration in a sandbox

1. Zoho Survey Integration - Overview
   
2. Setting up Zoho Survey Integration
   
3. Create Surveys from Zoho CRM
   
4. Sending Survey and Viewing Survey Response from CRM
   

Note

When sending surveys via email, please remember that emails will not be delivered to recipients. A CRM user would have to copy the survey link from the email related list of the customer and take the survey on their behalf.

To deploy the Zoho Survey integration from a sandbox to a production environment

1. Navigate to Setup > Data Administration > Sandbox.
   
2. Click on the sandbox from which you want to deploy the integration.
   
3. In the Change Set list, select Zoho Survey under the Integrations component.
   
   
4. Click the Deploy Changes to Production button.
   
5. In the Are you sure you want to proceed with the deployment? popup, click Yes, Proceed.
   
6. In the Start Deployment popup, click Yes, Proceed.
   

Note

You will not be able to deploy the survey integration to the production environment if:

1. You have already integrated Zoho Survey in your production environment.
   
2. You do not have the permission to deploy the integration.
   
3. You are using survey integration fields in other places in the sandbox. For example, if you've configured a workflow rule or blueprint using fields created by the survey integration and do not include this configuration in the deployment, a conflict will occur. This is because the survey integration and its related fields are removed from the sandbox once the integration is deployed. However, the dependent configuration remains and cannot function without those fields, resulting in a deployment conflict.
   

To remove the Zoho Survey integration from a sandbox

1. Navigate to Setup > Data Administration > Sandbox.
   
2. Click the sandbox where you want to remove the integration.
   
3. Click the Go to Sandbox button.
   
4. In the sandbox, navigate to Setup > Marketplace > Zoho.
   
5. Go to Zoho Survey and click Manage.
   
6. Click Disable.
   
   
7. In the popup that appears, select one of the following options:
   
1. Retain data: Campaigns created using Survey will be retained. The integration will be disabled in this case and can be enabled again.
   
2. Delete data permanently: All Campaigns will be moved to offline campaigns. The integration will be removed completely. You'll have to set it up all over again if you want to use it.
   
   
8. Click I Understand. Disable Now.
   

Note

1. You can't update a survey integration after it has been deployed to the production environment.
   
2. Rebuilding a sandbox will remove the integration from that sandbox.
   
3. Deactivating a sandbox will not remove the integration from that sandbox.
   
4. Deleting a sandbox will remove the integration from that sandbox.