Hi,
I am trying to automate the "Generate Survey Link" for non-authenticated users from a record.
The end result is to have the survey invitation link appearing on a Lead record in the related list section (Survey Invitations and Responses) WITHOUT using the automated process of sending the survey through an email.
I tried using Process Builder but the Lead doesn't get related if I use a custom lookup field.
Any ideas with a Flow?
Thanks in advance.
댓글 4개
If you have a really big budget, look at Feedback Management ($42,000 a month for an org license). It is all about integrating Surveys with customer journeys.
There are a couple of Trailhead modules where you can get hands-on without paying -
https://trailhead.salesforce.com/content/learn/projects/design-and-distribute-surveys-with-salesforce-feedback-management