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#Survey0 discussing

Hello everyone,

I  have created survey and I'm using the process builder to send it when the case is closed.

the issue is that i can't see the "Survey Invitations and Responses" from the Account Related List, but i can see them from the Survey Related List.

 

I need to able to see the Invitations and the responses from the Account related list.

NOTE: I'm using a Person Account.

 

#Salesforce Surveys

10 answers
  1. Dec 3, 2024, 10:56 AM

    @karthik j In the related list you will be able to find the survey and it will show you the survey and its response

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Hi all, I'm using Salesforce Surveys for the first time and all is going well except with the link to the survey in the email.  I've automated sending the survey with a flow and I'm using the standard email template "Embed_a_Survey_Link".  Email sends fine but the button link doesn't work. Any ideas on what I might have done to break this??  many thanks :-)

#Salesforce Surveys #Flow

 

@Lightning Flow Discussions

@Salesforce Flow Automation

7 answers
  1. Jun 4, 2024, 7:02 PM

    my guest profile , related to the customer experience site have all the permissions....

    my guest profile , related to the customer experience site have all the permissions....

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Hi Community,

 

I have a survey that is sent using process builder when a case is closed. It uses a lightning email template related to the survey questions object to embed the survey link. It is cloned from the standard email template Embed_a_Survey_Link.

 

I am looking for a way to add case merge fields such as subject to the email template.

I tried adding  {{{Case.Subject}}}  but the template just stopped working and emails aren't sent.

 

Any help on how to accomplish this will be appreciated.

 

Thank you!

 

#Lightning Email Template  #Survey  #Salesforce Surveys  #Automation

9 answers
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    Jul 20, 2021, 7:52 PM

    Hello,

    Can you go into Object Manager and press on any Object.

    Copying the URL Format adjust the Object to SurveyQuesiton and see if this URL gets you in.

    eg. If the URL was /object/account try object/Surveyquestion

    I've successfully used this hsck before on a other object but off hand without my pc can't remember the URL

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Survey language issues.  When I added a French language translation to my survey I ran into the following issues. 

  1. The survey does not default to a language, as the language checkbox on a contact record is not used in displaying a survey in a specific language.  My thought is 98% would default to English and other those with the checkbox would have to select French in my example.  Currently if you select a language, then it always prompts all users to pick a language.  
  2. Language picker default language error, which my admin logged an issue on: https://trailblazer.salesforce.com/issues_view?id=a1p4V000001Yq19QAC.  Specifically, if you pick French the survey stays in French if you go back and try and select the English version.  .  
  3. Once you add a language you can't remove the language.  You have to create a new (clone) the survey and use the new survey you just created.

Any insights or suggestions to these issues?

4 comments
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Simple Survey → THE WAIT IS OVER!

 

The new Survey Builder experience is here and available for download on the AppExchange.

 

Also, be sure to check out the updated documentation here

 

ICYMI: Check out our latest Youtube Livestream, where we dive into a ton of new features including:

 

  • Different types of questions, including new formats such as Customer Effort Score (CES), Likert scale, and a Medical Pain scale
  • Create survey programs in an easy 4-step, code-free process
  • Translate surveys to other languages
  • Customize post-survey content, including:
  • Conditional landing page redirects based on survey answers or object field values
  • Rich text, embeddable images, and a personalized brand experience
  • Quickly preview and test how the survey appears on both mobile and desktop browsers

Special congratulations to Kim, winner of the Vicasso Mophie Power Bank during our Livestream event!

 

#Salesforce Surveys #Survey #Feedback Survey #Native Application

2 comments
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Simple Survey → New features coming in April 2023

With the new Survey Builder experience, creating, viewing, and testing your survey programs will be even simpler. New question types, including Likert scales and Medical Pain scales, can be included in surveys while keeping high response rates as a top priority.

 

To be sure your organization takes advantage of everything the new version offers, join Vicasso’s Product Team on April 6th at 1PM ET for a YouTube Live Stream Event.

 

  • Use different types of questions, including new formats such as Customer Effort Score (CES), Likert scale, and a Medical Pain scale
  • Create survey programs in an easy 4-step, code-free process
  • Translate surveys to other languages 
  • Customize post-survey content, including:
    • Conditional landing page redirects based on survey answers or object field values
    • Rich text, embeddable images, and a personalized brand experience
  • Quickly preview and test how the survey appears on both mobile and desktop browsers

#Salesforce Surveys #Survey #Feedback Survey #Native Application

2 comments
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We need your feedback to improve your developer experience! Take our survey so we can understand how to help make you more successful when developing and building with Salesforce. Thank you! 

 

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Have you taken the Salesforce Developer Survey yet?

#Certifications

1 answer
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SurveyVista 1.9 releases Advanced Add-On Quiz Module and new improvements  - Releasing soon…. 

 

Your Voice Matters:

We are listening to our users’ feedback and suggestions to improve our products! Please keep them coming!

 

  • The Only One 100% Native Salesforce App to provide Advanced Quiz Features  

 

  • Salesforce Enhanced Domain and Lightning Web Security (LWS) Support, Advanced File Upload Options, Survey Metrics Enhancements, Embed Survey in a record detail page, Automatically mark a survey response as completed after a certain duration, and more…  

 

  • WYSIWYG Quiz Authoring, Advanced Quiz Scoring with correct / incorrect answers, Quiz Passing Score with number of retries, Randomize Quiz Questions, Quiz Time Limits, Quiz Results for Quiz Takers, Quiz Analytics.

SurveyVista 1.9 releases Advanced Add-On Quiz Module and new improvements - Releasing soon….

Get the latest SurveyVista 1.9 Release from AppExchange (https://sforce.co/3cLqe8J)

 

#Quizapp #Salesforce Surveys #SalesEngagement #Sales Enablement (formerly MyTrailhead) #Survey

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Getting surveys ready for the Fall ‘22 release of Simple Survey 🚀

 

In preparation for the next major release of Simple Survey, expected this Fall 2022, Vicasso has proactively worked with many clients with survey templates using the Classic landing page style. If you have already worked directly with our Support Team, you should have successfully finished the landing page migration process

 

For added peace of mind, you can run a query in your Org through the Developer Console with the steps outlined in the following knowledge article: How to check if existing surveys are running the new landing page style

 

If you identify that your active surveys still need to be updated, we can help guide you through the process. Open a Support Case by emailing simplesurvey@vicasso.com or login into our digital experience at support.vicasso.com. Our Support Team will ensure you get to where you need to be before the new version of Simple Survey comes out in the Fall.

 

Happy surveying!

 

#Survey

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🔮 What's in the Future for Developers? We want to Hear from You! 🚨  

Help us build better development tools for you!

 

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  #CommsUpdates #Survey

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