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Carlos Tasayco Silva Reports the responses of my surveys by account, contact id and opportunity
Dear Mr, Mrs:
I made a flow builder where every time an opportunity is closed we send a satisfaction survey (salesforce) to a contact (personalized field). I have received two responses but I dont know how to see the responses by the opportunity, contact, or account of the contact who has received the survey. I am seeing the survey tables from the API, however, I cannot relate these tables with the account, contact or anything. Anyone know how to solve this problem? Is really important for us to know the answers by account which is the final objective of the survey.
I look forward hearing from you soon as soon as possible.
Warm regards
I made a flow builder where every time an opportunity is closed we send a satisfaction survey (salesforce) to a contact (personalized field). I have received two responses but I dont know how to see the responses by the opportunity, contact, or account of the contact who has received the survey. I am seeing the survey tables from the API, however, I cannot relate these tables with the account, contact or anything. Anyone know how to solve this problem? Is really important for us to know the answers by account which is the final objective of the survey.
I look forward hearing from you soon as soon as possible.
Warm regards
You can follow the steps given in this link to understand the response of the survey :-
https://help.survicate.com/en/articles/5141347-how-to-store-your-survey-responses-in-salesforce-custom-object
Thanks!
Thanks, but if I understood correctly I need survicate, I am doing all with the native survey app from Salesforce. However, now I know the way is create a custom object where I will store the contact id, opportunity, account id, and so on.
Warm regards