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How to associate Standard Surveys with Case objects
Hi All, Please let me know how to associate Standard Surveys with Case objects. I have created Survey using Surveys tab to collect feedback from users. I want to track that survey for closed cases.
For associating surveys with cases, I have created a lookup field to Case object from SurveyResponse object.
I would like to know how to pass Case parameters in survey link.
Below is the sample survey link:
https://sample-dev-ed.my.salesforce.com/survey/runtimeApp.app?invitationId=0Ki6F0000001Lig&surveyName=sample_survey&UUID=656929be-435f-4e02-a2f3-d6daf1d57b19
For associating surveys with cases, I have created a lookup field to Case object from SurveyResponse object.
I would like to know how to pass Case parameters in survey link.
Below is the sample survey link:
https://sample-dev-ed.my.salesforce.com/survey/runtimeApp.app?invitationId=0Ki6F0000001Lig&surveyName=sample_survey&UUID=656929be-435f-4e02-a2f3-d6daf1d57b19
You need to have a lookup or case search field in the survey form to select the case.
Naveen
To associate the survey with case object you need to create a Survey Subject record, go through the below article.
https://www.jitendrazaa.com/blog/salesforce/send-salesforce-survey-without-writing-code/
Prashanth