I built a Salesforce Survey with an Invitation Trigger (picture below). It is pretty simple - Survey Invitation goes out when a picklist field called "Survey Status" changes to "Case Closed - Send Survey".
When the field is updated manually, it sends the survey invitation..
When the field is updated via a flow, it does not send the survey invitation. (FYI the field is being updated by the flow correctly)
Any assistance would be greatly appreciated.
답변 7개
Tom Bassett (Vera Solutions) 
Forum Ambassador
How do you feel about moving Item 2 into a separate After Save Flow?
You should be able to create a Survey Subject Record to associate the Survey with the Contact and another to link to the Case.
