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Alex Ali Hi, any ideas on how to automatically create a new case based on an incoming survey?
Hi, I'm a business user, and I'd like to explore options on how to automatically create a case based on an inbound survery.
The survey itself would have 2 parts - one part submitted by a third party vendor via a web or email form, one part by our actual customer, also via web or email form. The list of questions for each part are different. Both parts of the survery together would consitute a case (attached to the account of the customer), and then the case would be routed to our staff for review and comments.
One small wrinkle - the 2-part survery would be a monthly re-curring survey to the same parties. Any and all ideas welcome.
I appologize if I'm nt using accurate technical terms. Thanks!
The survey itself would have 2 parts - one part submitted by a third party vendor via a web or email form, one part by our actual customer, also via web or email form. The list of questions for each part are different. Both parts of the survery together would consitute a case (attached to the account of the customer), and then the case would be routed to our staff for review and comments.
One small wrinkle - the 2-part survery would be a monthly re-curring survey to the same parties. Any and all ideas welcome.
I appologize if I'm nt using accurate technical terms. Thanks!
Service Cloud has a functionallity called "Web to Case" where you can create a form using Case fields. It generates the HTML you need for your page. This will do the trick.
Technically speaking, the way the case is created is through an HTTP POST request, just in case.
If this solves your problem please mark as "Solved" and "Best Solution".
Thanks and may the force.com be with you ;)