Skip to main content
Tópicos#Salesforce Surveys

#Salesforce Surveys15 discutindo

Faça uma pergunta...
Heroforge Heroforge Team
30 de abr., 13:22
How to disable the standard Salesforce Survey email?

Hi everyone,   

I’ve built a Salesforce Flow that generates a unique Survey link related to the triggering Visit__c (custom object) record, and then sends a custom email template to the customer containing that link.   

The problem is that Salesforce is also automatically sending the standard Survey email, and I’m not sure how to stop it.   

Is there a way to disable or prevent the standard Survey email so that only my custom email is sent?   

5 respostas
  1. Ankit Vashishth (Growth Natives)
    17 de jun., 08:01

    Hello @Heroforge Heroforge Team, 

     

     You can prevent the standard Salesforce Survey email by not using the survey invitation distribution that automatically sends emails. Instead, generate the survey URL through Flow (or Apex) and send it only via your custom email template. Also, check the Survey Invitation settings and any associated automation to ensure "Send Survey Invitation Email" is not enabled. This way, Salesforce will create the survey link, but only your custom email will be sent to customers. 

Escrever uma resposta...
0/9000
Prasanna Achar
17 de jun., 05:32
Where will use the Survey Template and How to use it?

I have created Survey And Marked it as Template also   But Where will we use this Survey Template     There is no object named as SurveyTemplate and we can directly clone Survey from survey Builder    But where will we be using Survey Template?    

1 resposta
  1. Giritharakannan D (Aintiram Web Tech)
    17 de jun., 07:07

    Hi @Prasanna Achar, Marking a Survey as a Template is mainly for reusability and standardization. A survey template acts as a master survey design that can be used as the starting point for creating new surveys with the same structure, questions, branding, and settings.

     

    Please have a look on the below points,

    •  There is no separate standard object called SurveyTemplate. The template flag is stored on the Survey record itself. 
    •  When a survey is marked as a template, it is intended to serve as a base for creating other surveys rather than being distributed directly to respondents. 
    •  Administrators or survey creators can use the template from the Survey Builder when creating new surveys, instead of rebuilding the same questionnaire from scratch. 
    •  While you can clone any survey manually, templates provide a governed and reusable survey design for teams that create multiple similar surveys (e.g., Customer Satisfaction, Event Feedback, Partner Feedback, etc.). 

    In a short way, a Survey Template is a reusable blueprint for creating new surveys consistently across the organization, rather than a separate object or feature that appears elsewhere in Salesforce. 

     

    Hope it works.

Escrever uma resposta...
0/9000
Patricia Heubach (Applications Analyst na Olympus)
9 de jun., 19:47
Is it possible to have the send survey invitation action not send a survey?

I have created a flow that sends a survey invitation when an opportunity is closed. I like that it creates the record with all the information but I don't actually want it to email the survey. Is that possible?    The reason is because I want to send the email later on in a different flow using an email template that I built with merge fields from multiple objects. We do not have feedback management so the merge fields we can use in the survey studio are limited. Also, I cannot just send the initial email to myself and copy the url to the survey into the template because then I am the only one that can open the survey.    U thought about sending an anonymous link but I need to have each survey related to it's triggering opportunity and know who filled it out.    Here is what I have:  Flow one - Send the survey to myself when the opportunity is closed  Flow two - Creates a custom object that holds all the fields that I need for the email such as the name of the survey taker, opportunity name, dollar amount, account, etc..  Flow three - Sends email templates on assigned day intervals if the survey isn't closed    Please let me know how I can do this,  Thank you,  Patti   

2 respostas
  1. Abaid Ur Rehman
    10 de jun., 19:03

    Hey! @Patricia Heubach

     

    No, the “Send Survey Invitation” action will always send the email. There’s no option to just create the invitation without sending it. 

     

    If you want full control over when the email goes out, it’s better to avoid that action and instead handle the email separately using Flow + Email Template, while still linking everything back to the survey invitation record. 

     

    Hope this works!

Escrever uma resposta...
0/9000
Sanjay Chari (Manager na DotSolved Systems, Inc)
1 de jun., 12:14
Survey Force for SFDC - Unable to populate custom lookup field on SurveyTaker__c

Hi everyone,

I'm customizing Survey Force and need to populate a custom lookup field (Vehicle__c) on the SurveyTaker__c object from a survey URL parameter.

What I have done

  1.  Created a custom lookup field: 
    •  Object: SurveyTaker__c
    •  Field API Name: Vehicle__c
    •  Lookup to a custom Vehicle object 
  2.  Passed the Vehicle Id in the survey URL: 
/apex/takesurvey?id=<SurveyId>&cId=<ContactId>&caId=none&vId=<VehicleId>#Salesforce Surveys
1 resposta
Escrever uma resposta...
0/9000
JONATHAN LESIEUR (HO Digital Office for Commercial na Airbus) perguntou em Salesforce Surveys
28 de mai., 15:55
High-level view of the branching logic

Hi. I am new to this group. 

We have concerns on having a holistic / high-level view of the branching logic that can be used in a survey. Imagine a lengthy survey with multiple branching: how can I see the big picture without having to navigate page by page? Thanks!

1 resposta
Escrever uma resposta...
0/9000
Stefano Sanchini
28 de mai., 15:48
survey/questionnaire

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 

1 resposta
Escrever uma resposta...
0/9000
Chloe Sweeney (Customer Operations na OneFile)
13 de mai., 11:40
Issue with Survey Responses for Specific Profiles

Hi all,

I’m currently implementing Salesforce Surveys and have hit an issue with survey response visibility for non-admin users that I can’t seem to resolve.

Current setup:

  • Public survey invitations working
  • Survey responses successfully submitting
  • Report built using “Surveys with Invitations and responses”
  • Admin users can see Question Name and Response Value fields correctly

Issue:  Non-admin users can:

  • Access the report
  • See response records/accounts/statuses
  • See survey invitation data

However, they cannot see:

  • Question Name
  • Response Value  These fields appear blank/dash only for non-admin profiles.

What I’ve already tried:

  • Updated sharing settings
  • Granted Survey Response / Survey Invitation object permissions
  • Assigned record types
  • Created additional permission sets
  • Assigned Survey Creator permission set
  • Checked report folder access
  • Tested report sharing
  • Tested multiple profiles/users
  • Attempted Survey Subject access (blocked by licensing restrictions)
  • Confirmed issue only impacts non-admin users

Has anyone experienced this before or found the correct combination of permissions/report type setup to expose survey answer values to standard users?

Any help would be massively appreciated as we’re trying to get this live urgently.

Thanks!   

1 resposta
Escrever uma resposta...
0/9000
Bob Poliquin (Salesforce Administrator/Developer na Bob Poliquin Inc.)
2 de abr. de 2025, 17:35
Creating a Survey Report with the each question in a column and answer in rows

I am trying to create a Survey report where each question in the survey is in a column and the answer is in each row. 

 

This would make the report legible where we have the Participant in one column and their answers in the same row 

 

Creating a Survey Report with the each question in a column and answer in rows

 

#Salesforce Surveys

 

 @Salesforce Surveys

3 respostas
  1. Deepraj Bhushan (Accenture)
    18 de mai., 08:00

    Hi Bob, I'm not sure if you were able to generate the report as needed. From what I see, transpose functionality isn't easily available in Salesforce reports, and even advanced tools like Tableau have some limitations in this area. https://help.salesforce.com/s/articleView?id=001472187&type=1

      

    It might be best to export the data and use Excel to achieve the desired format. Alternatively, you could create a custom object and implement batch logic to create new records as needed.

Escrever uma resposta...
0/9000
Brijesh Popat (VP na SurveyVista by Ardira) publicou em SurveyVista Surveys, Forms, & Checklists
8 de mai., 14:38

SurveyVista Team is going to be in True North Dreamin’ on May 11–12 and we love to connect with fellow Trailblazers in person.SurveyVista Team is going to be in True North Dreamin’ on May 11–12 

and we love to connect with fellow Trailblazers in person.  

 

If you’re planning to attend (or still deciding), I’d definitely recommend it. True North Dreamin’ is Canada’s premier community-led Salesforce conference, bringing together Trailblazers for two days of sessions, networking, and idea sharing.  And Toronto is a great city to experience it in.  

 

More info / registration: 

https://www.truenorthdreamin.com/ 

 

My colleague Rajesh Unadkat (Founder & CEO, SurveyVista) will also be speaking on 

May 12 at 1:30 PM on “How to Build Automated Customer Journeys That Scale” 

— sharing how Salesforce-native teams turn customer signals into real-time automated actions.  

 

If you’re around during the event, feel free to come say hello — would be great to connect with fellow Trailblazers in person. 

 

Hope to see some of you in Toronto! 

 

@True North Dreamin #FREE SurveyVista #Salesforce Surveys #VoC #Voice Of The Customer

Escrever um comentário...
0/9000
Damien Scully perguntou em * Service Cloud *
28 de abr., 09:55
Experience with SF Live Chat Survey

We are using MIAW for Live Chat for our Customer Service Centre. 

We are looking to add an end-of-chat survey and wondering what experiences folks have with the Salesforce live chat survey.

1 resposta
  1. Jeff Weller (PARQA Inc.) Forum Ambassador
    28 de abr., 10:03

    Hello @Damien Scully

    To successfully implement end-of-chat surveys with MIAW, follow these best practices:

    Implementation Methods-->

    Use Salesforce Feedback Management for native, in-chat survey experiences.

    Utilize Flow to trigger survey links automatically when a Messaging Session ends.

    Leverage AppExchange tools (e.g., SurveyVista) for advanced logic and custom styling.

    Survey Best Practices

    Keep surveys short (1–3 questions) to respect the user's time.

    Pass the Case ID or Messaging Session ID via URL parameters to map responses to the correct record.

    Trigger the survey with a slight delay after the session ends to avoid interrupting the user.

    Ensure the survey settings allow for public access if the customer is not logged in.

    Key Considerations-->

    Prevent survey fatigue by coordinating with other feedback channels.

    Confirm your website allows iframes if you are hosting surveys externally.

    Test the "offline" experience to capture feedback when no agents are available.

Escrever uma resposta...
0/9000