I am trying Salesforce Surveys, I am perfectly able to send via process builder a CSAT survey when the case is closed, however, how do I write back the score on a custom field so I can reopen the case if the score is less then a certain number?
2 answers
Hi Andrea 😄
It sounds like you could benefit from this Advanced Survey Feature licence
https://help.salesforce.com/articleView?id=concept_add_on_license.htm&type=5&sfdcIFrameOrigin=null
However from experience this licence type is very expensive so you could consider a Process Builder to launch a Flow based in the Survey Invitation being updated to Completed ?
If this has helped please mark as best
