#Case0 discussing

Using Salesforce Surveys With Cases

Step 1: Add a custom look-up field to the Case object to the Survey Invitation object. Make sure to that the related list - Survey Invitations - shows up Case page layout.

Step 2 - Optional but recommended - Add a URL field to the Case object called Survey Link. Will explain how to use this later.

Step 3 - Create your Case Survey - remember you can only have one survey unless you purchase a Survey Creator license.

Step 4 - In a Case record, find the related list created in step 1. Click on New. Then create and save the Survey Invitation. Make sure to link the Invitation to a Community (Network field) and to the Case Survey created in Step 3. Recommend that you name it something useful like "Survey for Case <CaseNumber>. The record is automatically linked to the case.

Another optional field is Survey Invitation Expiration date. Once this time passes, the invitation link associated with the invitation is no longer any good. Currently, by design, this field is not editable once the Survey Invitation is created, and you cannot edit the field if the record is created manually. But if you use an automated process to create the invitation, you can set a value.

Step 5 - Once the Survey Invitation is created, the Survey Link is automatically generated (formula field ?). If all is OK, when you click on the link in the survey invitation record, the survey linked to your community should launch.

Step 6 - Send the survey link to the case contact in an email. And wait . . . wait . . .

Step 7 - If the contact responds, you can see the responses in the Case record. First, open the Survey Invitation in the Case related list. Next, open Survey Response in the Survey Invitation related list. The responder is named "Anonymous Responder". But because the Invitation is linked to the Case, you should know who the responder is. You can get multiple responses to the same cases. Because the invitations are anonymous, multiple responses could be generated for one invitation. But since each case has a unique invitation this should not be a problem. Finally, on the Survey Response record, there is one more related list - Survey Question Responses. So you can see all of the responses related to the case.

Doing More - Reporting

You have to create a new Report Type that shows Surveys, Survey Invitations, then Survey Responses, and finally Survey Question Responses. 

Because the Case record is linked to the Survey Invitation, you can add the Case related fields like Contact Name, Account Name, and Case Owner as available fields (and available for filtering). 

If you only have one Survey, this will work fine. If you have multiple surveys, you can filter the report to show Survey Invitations from only selected Surveys.

Doing More - Email Template

If you created the Survey Link on the Case object in optional Step 2 and you populate that field after the Survey Invitation is created, you can can create an email template that you use with the case. Send the email to the Case Contact and include the Survey Link field along with any other useful information you want to pass to the case contact.

With an email template, you could have a workflow rule that sends the invitation to case contact when:

• The case is closed.
• The case contact has an email address.
• The Survey Link field is populated.

Doing More - Automated Creation of Survey Invitation

You can create a apex method that automatically creates the Survey Invitation. You can run the process from a Case Trigger or from a button/action on the Case. If you go this route, you need to have the Survey record ID and your Community (Network) record ID. I suggest putting these values in custom settings or metadata instead of specifying them explicitly in the code.

And once the Survey Invitation is created, the same process can update the Case record with the freshly created Survey Link.

Would love to get feedback on this. 

Comments? Questions?

Relating Cases and Accounts and Contact to Surveys in Reports

Although the use of the Survey Subject object allows you to see related lists of Survey Invitations and Responses on each case record, it does not allow you to report on survey responses by Account, Case Agent, Contact, Case Product, etc.

The "best" (IMHO) way to do this is to add a custom look-up field to the Case on the Survey Invitation object. With the field in place, you can create custom report types that can include all of the Case fields as well as related fields on lookup fields on the Case, like Account Name and Contact Name.

The hard part is populating the Case lookup field.

When you use the Send Survey Invitation action in a process from a case, the Survey Subject record is created which links the Case and the Survey Invitation.

I created a simple flow that fires whenever the Survey Subject is created or edited. If the SubjectEntityType is "Case" and the ParentId is a Survey Invitation (starts with "0ki"), the process copies the SubjectId field to the a custom field called Subject Case on the Survey Invitation. 

To make it easy to implement, I created an unmanaged package that anyone can install (and modify as needed). The package contains the flow definition and the custom field Subject Case for the Survey Invitation object.

Use this URL to install the package into any organization:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2J0000003vGa

Note: If you are installing into a sandbox organization use https://test.salesforce.com/packaging/installPackage.apexp?p0=04t2J0000003vGa

This is all open source. Use at your own risk. Try the sandbox first.

Let me know if you have any questions or comments.

Enjoy!