Welcome to the unofficial source of resources for Salesforce’s Feedback Management product. Here, members of the community seek to provide a starting point for all useful Feedback Management information.
Note that this is NOT an official Salesforce website and that some of the content available here is not official Salesforce-supported technology.
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- Salesforce Documentation
- Surveys/Feedback Management Trailhead Module
- *NEW* Summer ’21 Release Notes
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Word Cloud for Salesforce Feedback Management by Bharadwaj Kopparthi, Chocks Kandasamy, Navteshwara Kaur & Nimesh Gupta
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 […]
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 […]
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 […]
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 […]