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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.  

 

Survey Invitation Trigger Question

7 answers
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    Jul 22, 2023, 2:50 PM

    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.

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