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I have a great use case for the Grassroots Mobile Survey tool:  home inspections.  

 

The inspection setup is done using PMM, with a Service Delivery record for each home inspection.  The standard Service Delivery has a custom child object, Service Delivery Detail, that contains one record per step in the inspection.  The details are generated automatically based on the Service Delivery type, which selects a Service Delivery template of SD Detail records.  For example, an inspection of a three-bedroom home needs SD details for each bedroom plus the number of other rooms in the building.  For each room, the template includes multiple items like curtains, ceiling, floor covering, etc.

 

And photos.  A single inspection may include 200 photos.  Because of storage limits on the Salesforce Platform, these are stored in SharePoint.

 

My questions are:

  • Is it possible to store photos in a survey field?
  • Is it feasible to have 200+ questions in a survey?
  • Can the survey questions be generated automatically (based on the Service Delivery templates described above)?
  • How easily can the back-end (Salesforce automation) split the survey results into multiple records in the Service Delivery Detail object?
3 risposte
  1. 13 dic 2022, 14:24

    Hi Charles -

    Answers!

    • Is it possible to store photos in a survey field?
      • Attaching files and pulling them back into SF is one of our next 3 features to work on for our roadmap.
    • Is it feasible to have 200+ questions in a survey?
      • Have not tested that many but it should be possible. @Shun Kosaka - any reason this would be a limitation?
    • Can the survey questions be generated automatically (based on the Service Delivery templates described above)?
      • The surveys are by record types on the Field Survey custom object. The surveyor would need to select the correct survey. The survey would not be dynamically assembled based on number of bedrooms, rooms, etc. 
    • How easily can the back-end (Salesforce automation) split the survey results into multiple records in the Service Delivery Detail object?
      • This should be possible as long as you can separate out characteristics to tell flow where to put them. 

    So some yes and some no on your questions. 

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