Hi!
I am currently working on a project where I need to send a survey when an opportunity is closed, followed by reminder surveys at 5 and 10 days if the survey is not completed. In order to send these reminders, I need to use information from the opportunity that identifies the contacts in the approval chain.
We do not have the paid feedback management tool.
I created a flow to send the initial survey and that works well and relates the survey invitation to the correct opportunity. My problem is when creating a scheduled flow to check to see if the survey invitation status is not started. I need to be able to relate the survey invitation to the opportunity that it is related to. I created a flow to run when the survey subject object is created to update a custom field on the survey invitation record with the value of the subject id but this is not working. Please let me know what I have wrong here.
@Salesforce Flow Automation
What process are you using to capture the survey invitation id. The current flow runs when an opportunity is run and then sends the survey invitation. Are you using an update opportunity?