• Pritam Ghosh
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I already built a survey,  it should consider below things then send a Survey through Survey Invitation Quick action On Process Builders.

Considerations to send Survey upon Case Closure:

If a Customer has just completed their first Case, we wait 10 days before sending them their survey.
If a Customer has responded within the past 30 days, we do not send them a survey for that Case. 
If a Customer does not respond to a previous survey we ensure 10 days have passed since the last survey was sent and send another when the next Case closes.



We have a 3rd party webserivce that send leads from our site to SF with Lead Owner already assigned based on some coded rules. We now want to add a level of lead assignment above what this can handle, so I wrote a lead assignment rule and have activated it.


The rules seem to be completley ignored as leads are coming in, but work if a lead is edited and saved ticking the "use active assignmnet rules" checkbox. (i.e the lead assignment crieria works, but its not being triggered)


So I thought a trigger to re-run lead assignment directly after a lead has been created would be the only solution, issue is I have no coding experience (aside from one easy update trigger some guys on here helped with!)


Can anyone help? Or if another solution exists that woudl be great too!