Does anyone know of the limitations salesforce survey has when compared to survey monkey or get feedback, the prices are drastically different, i'm looking for basic CSAT survey as cases closed and to send broad surveys out with integration back to SF. I received prices from getfeedback and survey monkey from 5-7K annually yet I see salesforce survey is about $1K per user/instance. I only need 1 user so I'm trying to understand what I am limited in doing with salesforce survey over the other popular tools. I know GetFeedback and SurveyMonkey have limits on the amount of syncs (survey responses)...so any insight on this would be appreciated!
When you create a Person Account, there is a field in the "Account" record called PersonContactId. This the actual Contact record Id since a Person Account has both an Account record and a Contact record.
So, build a process that starts with a PersonAccount. Then retrieve the PersonContactId field. Assign this field to the Participant Id field on the Survey Invitation.
Unfortunately, salesforce does not recognize ParticipantId as true Contact Id when trying to send an email via workflow, so you also need to have a custom lookup field on the Survey Invitation for the Contact Id. Set this field to the Account's PersonContactId field as well. And for good measure, also have a custom lookup field to the AccountId. This way you can have a related list on the Account record for the Survey Invitations and also see the responses with one click.
Finally, set the survey option fields as follows:
- OptionsAllowGuestUserResponse - True
- OptionsAllowParticipantAccessTheirResponse - False
- OptionsCollectAnonymousResponse - False
Now you can create an email alert that sends the survey link. Getting the
actual survey link also is a bit complicated since the Invitation Link
field is not available when constructing email templates. So you have to
craft the link by combining several fields in the template.
