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Thanabala A/L Aruchianan
Survey link is not working for guest
We have a survey module setup which will be sent to our guests when a case is closed.
Previously, guests who clicks into the survey will be able to access the survey link directly. However recently, we noticed that guests were not able to access the survey page when clicking on the survey link sent to them. Instead, they were routed to the AirAsia Salesforce Login Page as shown in the attached screenshot. but we as staff able to access the survey link only guest unable.
Could you please advice and guide us to set this up correctly please?
Previously, guests who clicks into the survey will be able to access the survey link directly. However recently, we noticed that guests were not able to access the survey page when clicking on the survey link sent to them. Instead, they were routed to the AirAsia Salesforce Login Page as shown in the attached screenshot. but we as staff able to access the survey link only guest unable.
Could you please advice and guide us to set this up correctly please?
1. Check you survey application which is using to send user whether it license is expired and check that template you are mapping to link
2. Check add a Sharing Setting on the Account object as well .
or
try these steps
Create your survey
Check it displays correctly when you paste the URL into a browser
Create an email template and ensure the URL for the survey is somewhere in the email - either naked or with a "Please click here" link
Create some work flow so that when a case is set to closed, and then saved, the email is sent to the contact
Browse to Contact page layout and click edit
Click on Related lists and add the Surveys Taken related list to the layout
Click save
Now create a test account and test contact and check for yourself that it is working
Fill in the survey as the test contact
Go back into the contact in Salesforce and you will see the survey taken
Click on it to see the answers.
https://success.salesforce.com/answers?id=90630000000Ctr9AAC
https://developer.salesforce.com/forums/?id=906F00000009BfbIAE
let us know if it helps you and mark it best if it helps you
Thanks,
Bhanu Prakash
visit ForceLearn (https://www.forcelearn.com)
Thanks for your reply but its seems that i am very new to salesforce and previous survey is not constructed by me.
Could you able to provide me the steps in simple ways so that i can understand and perform as per instructed.
Thanks
Any suggestion on this issue.
Thanks
>> This was a issue related to guest user profile (From S18 onwards guest user profile by default dont have CRUD permission) .
>> Its reported as a known issue and many of us marked as impacted here https://success.salesforce.com/issues_view?id=a1p3A0000019QIwQAM
>> However salesforce made an update today that its a permission issue and part of existing functionality and workarround to fix is here https://help.salesforce.com/articleView?id=Provide-CRUD-Permissions-for-External-Surveys-to-Guest-User-Profiles&language=en_US&type=1