Salesforce Surveys

Good morning,

we would like to evaluate together the design of a survey/questionnaire system integrated into our Salesforce environment through Salesforce Surveys.

Operational context:  We are a tour operator and we manage travel bookings/practices within the Salesforce CRM, linked to our travel agency customers.

Requirement:  We would like to automate the sending of satisfaction questionnaires related to completed trips.

Operational/GDPR constraint:  We do not directly manage the personal data of the final customers of the travel agencies.  For this reason, the survey should not be sent directly to the final traveler, but to the travel agency (account) linked to the booking/practice, which will then independently forward the questionnaire to the final customer.

Desired workflow:

• the travel booking/practice is managed within Salesforce;
• the booking/practice is linked to the travel agency;
• when a specific event occurs (e.g. trip return date), a survey is automatically generated;
• the email containing the survey link is sent to the travel agency;
• the travel agency forwards the questionnaire to the final customer;
• the final customer completes the online form.

Objectives:

• centralized feedback collection;
• linking survey responses to the related booking/practice (field "pratica");
• reporting and dashboards;
• aggregated statistical analysis.

The analysis should be filterable at least by:

• destination;
• trip type;
• agency;
• period;
• travel product/line.

(all fields already available within the booking/practice)

We would like to understand:

• which Salesforce architecture you would recommend;
• how Salesforce Surveys and related automations should be structured;
• any licensing/limitations to consider;
• best practices to maintain GDPR compliance and separation from final customer personal data.

Thank you.   

@Salesforce Surveys 

Hi! 

I am currently working on a project where I need to send a survey when an opportunity is closed, followed by reminder surveys at 5 and 10 days if the survey is not completed. In order to send these reminders, I need to use information from the opportunity that identifies the contacts in the approval chain. 

We do not have the paid feedback management tool. 

I created a flow to send the initial survey and that works well and relates the survey invitation to the correct opportunity. My problem is when creating a scheduled flow to check to see if the survey invitation status is not started. I need to be able to relate the survey invitation to the opportunity that it is related to. I created a flow to run when the survey subject object is created to update a custom field on the survey invitation record with the value of the subject id but this is not working. Please let me know what I have wrong here. 

Hi there, 

I have built a Salesforce Survey that I would like to send to external users without authenticating but it is not working.  

I built an Aura Experience Cloud site to use for my Survey. In the Experience Cloud Site I have selected "Public Access: Guest users can see and interact with the site without logging in". 

I have the Experience Cloud Site set in Survey Settings.  

I am using a screen flow to send the Survey. My screen flow uses the dynamicSendSurveyInvitation action to send the Survey Invitation to a Contact selected in the flow. I have "Unique Link" and "Don't require authentication" selected.  

When I send the Invitation, the link to "Open Survey" in the email redirects to the login page for the Experience Cloud site.  

Please help. I had this working in sandbox using a different Experience Cloud site but now it is no longer working. I cannot find a Guest User for my Experience Cloud Site, I'm not sure if that is the reasoning. 

Thank you in advance for any advice!