Skip to main content
Topics#Salesforce DeveloperAlex Andrade's Question
Alex Andrade (Aggreco Unipessoal Lda.) asked in #Salesforce Developer
Apr 20, 2016, 4:27 PM

Survey based on Opportunity object

Hi everyone,

Nowadays we've a trigger that fires an email to alert to send a survey to the customer 15 days after opportunity is Closed > Won. The next procedure we have is to go to google forms, send the surveys, get response/responses and import csv via dataloader. It's a simple survey with a 1 to 10 radio button field and a comments text area.

Already created in the Opportunity object, 2 custom fields (OPP Survey rating and OPP Survey comments), and we want to get those fields automaticaly populated once the person who received the survey responds to it.

Which is the best way to accomplish the above mentioned scenario?

Thanks in advance for any ideas.

 
4 answers
  1. Data Loader
    Jun 22, 2016, 7:53 AM
    Another free service which allows to import data from CSV to Salesforce custom fields is Skyvia's Salesforce data loader (https://skyvia.com/data-integration/salesforce-data-loader). Import can be easily sheduled for automatic execution with flexible settings. Also you can store CSV files on FTP or cloud file storage services such as Dropbox, Google Drive, or Box.
Write an answer...
0/9000