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SalesforceLabs / survey-force

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Connection to accounts #128

Closed Susanne12340 closed 2 years ago

Susanne12340 commented 2 years ago

Hi, we just implemented the tool and setting up surveys is easy. However, we would like to track and connect the answers to our contacts. So if someone indicates eg that she is very unhappy we would like to know who that person was automatically and assign them to one of our users. Do we need to integrate a special link or something like that? Best Susanne

jrattanpal commented 2 years ago

This is possible, If you open a survey, in the first tab, you can select the special link. The format is

/TakeSurvey?id=[SURVEY ID]&cid=[CONTACT ID]

Contact ID = 003***** Record ID

When someone takes that survey with that link, it will be linked to that contact. You will change that ID for each contact that you send that survey to. You can also automate generation of that link somehow.

Can also use "TakeSurvey?&id=[SURVEY ID]&caid=[CASE ID]" to link it to case (if needed)