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Salesforce | Ship Survey Electronic mail On Case Closure on Case with out utilizing Set off and Apex Class


Ship Survey Electronic mail on Case Closure​

We are able to create Survey Emails with out coding and ship them to any standing of case closure. Use Movement Builder to ship electronic mail survey invites to leads, contacts, and customers in your group based mostly on an motion, reminiscent of when a buyer assist case is closed. 

Salesforce Survey is required to make use of: 

  • Allow and encourage the neighborhood. We would want to activate the neighborhood after it has been arrange. Any template can be utilized to create a neighborhood. It might also be left clean if it is just getting used for a survey. 
  • Go to Admin setup and allow Salesforce survey. You need to choose Group, which Survey will use to compute the general public distinctive hyperlink. 
  • Create and assign a permission set that grants Handle Survey and CRED entry to Survey objects. This step is simply required in case you are unable to see Survey within the App menu. 

Create Survey

Navigate to the App menu and seek for Survey. Creating a brand new Survey in Salesforce

Each Survey would have under three choices for Admin

  1. Create Survey 
  2. Ship Survey to inner or exterior consumer 
  3. Analyze (Survey Report) 

The survey should have to have a minimal of three pages – a Welcome Web page, questions web page & Thanks Web page. Every web page, on the time of writing this text, comprises under query sorts :

  • Date 
  • A number of Selection 
  • Picklist 

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Step 1:

Create and activate the survey you need to ship. This step assumes you will have a neighborhood that hosts surveys and that the neighborhood’s visitor consumer has entry to the Survey Invitation and Survey Response objects. You possibly can solely choose energetic surveys when utilizing the Movement Ship Survey Invitation motion.

Step 2:

Decide which discipline within the object will trigger the survey invitation to be despatched. This instance employs an ordinary object often known as CASE. When the Case’s Standing discipline is about to Shut, the invitation is distributed. As soon as the Standing is Closed, an electronic mail is distributed to the associated Contact electronic mail with a survey hyperlink to ensure that them to finish a Case Closure Survey.

Step 3:

Create the move. Choose New Movement. Then choose Document-Triggered Movement, as proven under:

Step 4:

Configure the set off to start out when the file is created or up to date after the file is saved.

Step 5:

Create an Electronic mail Alert with Survey Hyperlink Embedded template with a default tackle.

Step 6:

Create an Electronic mail Motion to make use of values from earlier within the move to set the inputs for the “Case Alert” electronic mail alert. To make use of its outputs later within the move, retailer them in variables.

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ContactEmailOfCase is the brand new Useful resource created with a sort of textual content which retailer the Document id of the Present Associated Contact on that Case Closure. As soon as the move is activated, when a case standing is about to shut, a contact related to a case file will obtain a survey electronic mail inside a couple of minutes.


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