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SalesforceLabs / survey-force

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Unable to open Survey page #168

Open Synterface opened 7 months ago

Synterface commented 7 months ago

Hi, I've installed the App and is working well for internal users. I'm facing the challenge of sharing my survey links externally. Whenever I generate an external link via the site, I get an error "Authorization Required: You must first log in or register before accessing this page. If you have forgotten your password, click Forgot Password to reset it."

I have granted the guest user permissions required permissions as per the documentation so that no login is required. Any hints on how to resolve this?

Thanks, Makau

jrattanpal commented 7 months ago

This points to misconfiguration on 1) site permissions, or 2) sharing settings for survey.

You need to go through ALL steps on the GitHub instruction na to make sure all is set properly.

https://github.com/SalesforceLabs/survey-force

On Sat, Dec 30, 2023 at 7:13 PM Synterface @.***> wrote:

Hi, I've installed the App and is working well for internal users. I'm facing the challenge of sharing my survey links externally. Whenever I generate an external link via the site, I get an error "Authorization Required: You must first log in or register before accessing this page. If you have forgotten your password, click Forgot Password to reset it."

I have granted the guest user permissions required permissions as per the documentation so that no login is required. Any hints on how to resolve this?

Thanks, Makau

— Reply to this email directly, view it on GitHub https://github.com/SalesforceLabs/survey-force/issues/168, or unsubscribe https://github.com/notifications/unsubscribe-auth/ABV6HLGTPWJCX3YJIXNPM5DYMCU25AVCNFSM6AAAAABBH25NDOVHI2DSMVQWIX3LMV43ASLTON2WKOZSGA3DAOBZGEYTGNA . You are receiving this because you are subscribed to this thread.Message ID: @.***>

Synterface commented 7 months ago

Thanks @jrattanpal for your speedy response.

I'll set it up afresh and revert back to you in case I have any further concerns.

Best, Makau

Synterface commented 6 months ago

Hi @jrattanpal ,

Thanks for your support. I've reconfigured permissions & sharing rules. I'm now able to generate Survey link and share it.

I have 2 questions:

  1. How can I send the survey to multiple contacts e.g via list Email/campaigns
  2. How do I map survey response to the related contacts?

Thanks, Makau

jrattanpal commented 6 months ago

You will need to build something like Flow/Apex to auto generate those mail links. Each link will be unique as in the parameter (Cid I think) is the contact id. The link will look like

/TakeSurve?id=[SurveyID]&cid=[contactid]

When that particular contact completes the survey, it will be auto linked with that link.

You should absolutely test it before you send it

On Tue, Jan 9, 2024 at 12:39 PM Synterface @.***> wrote:

Hi @jrattanpal https://github.com/jrattanpal ,

Thanks for your support. I've reconfigured permissions & sharing rules. I'm now able to generate Survey link and share it.

I have 2 questions:

  1. How can I send the survey to multiple contacts e.g via list Email/campaigns
  2. How do I map survey response to the related contacts?

Thanks, Makau

— Reply to this email directly, view it on GitHub https://github.com/SalesforceLabs/survey-force/issues/168#issuecomment-1883502293, or unsubscribe https://github.com/notifications/unsubscribe-auth/ABV6HLAD63R5C5Q227QPB7LYNV6DNAVCNFSM6AAAAABBH25NDOVHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMYTQOBTGUYDEMRZGM . You are receiving this because you were mentioned.Message ID: @.***>

Synterface commented 6 months ago

Hi @jrattanpal,

Thank you for the insight.

I've tried sending the link and added the [contactid] to the link and it worked perfectly.

I can now proceed to create an apex/flow for mass generation.

Thanks

xtjperezx commented 6 months ago

Hi @jrattanpal ,

Thanks for your support. I've reconfigured permissions & sharing rules. I'm now able to generate Survey link and share it.

I have 2 questions:

  1. How can I send the survey to multiple contacts e.g via list Email/campaigns
  2. How do I map survey response to the related contacts?

Thanks, Makau

Hi @Synterface ,

I read that you were able to solve the issue with the login authorization required message for your external guest user site. Do you mind sharing what you did differently or changed?

Thank you in advanced! :)