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Feedback Management (Surveys)

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Word Cloud for Salesforce Feedback Management by Bharadwaj Kopparthi, Chocks Kandasamy, Navteshwara Kaur & Nimesh Gupta

Word Cloud for Salesforce Feedback Management by Bharadwaj Kopparthi, Chocks Kandasamy, Navteshwara Kaur & Nimesh Gupta

From Cameron Farrier-Mcgoldrick: Suppress Survey Invitations based on Criteria

Introduction Salesforce Feedback Management provides ‘Survey Invitation Rules’ feature OOTB which lets admins define rules and conditions under which survey invitations can be sent.   This is equivalent to configuring a survey trigger based on triggering conditions.  Here is an example where a survey invitation is sent out to capture additional information everytime a case is […]

From: Shantinath Patil: Review Your Resource

In Spring 22, the Salesforce scheduler has given a new feature: enabling rendering HTML tags in Service Resource cards. This new feature has opened up many possibilities to show additional information about the resource. This help guide lets you add fields to the Service Resource cards: https://help.salesforce.com/s/articleView?id=sf.ls_change_the_fields_that_appear_on_the_service_resource_cards.htm&type=5. Peer reviews and ratings are common decision making […]

How I Built This: Drive Your Survey Automations with Flow – Part 2

The Use Case The customer wanted to update several fields on the related Case that tracked whether the person responded to the latest survey, and then update the Case status appropriately based on a specific question’s response.  They also wanted to send an in-app alert to a Queue if the person responded extremely negatively to […]

How I Built This: Drive Your Survey Automations with Flow – Part 1

I’ve seen quite a number of people asking how to drive automations using Salesforce Surveys and Flow and thought I would share a solution I’ve used in a recent project that utilizes Custom Metadata records to intelligently drive automation based on specific responses. First, I will say that for basic automations the Surveys add-on called […]

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