Using Salesforce surveys to update your records is a really powerful tool!
This can be a crucial piece in making your data quality the best it can be!
Some use cases could include updating customer details, updating cases, and following up with potential leads.
The best part is that this is all automated!
One thing to note before we get too far into the tutorial, you do need to have the feedback management license.
You also need to have surveys enabled and the salesforce surveys advanced features permission assigned to the user who will be using this function.
In the post we will show you how to enable that license and then how to setup and use surveys to update your records!
Enable Surveys Advanced Features
The first thing you’ll need to do is head to setup.
To get there click on the gear icon in the top right corner.
When in setup search for surveys and select ‘Survey settings’.
Then you will need to toggle on surveys in order to enable it.
Once you’ve enabled surveys search again in the quick find for permission sets.
Once in the permission set create a new permission set.
This permission set will be used to assign advanced features to a user.
Once you’ve saved the initial label and description for the permission set, search for “Salesforce Surveys Advanced Features”.
Click edit and click the check box next to the “Salesforce Surveys Advanced Features” box.
Click save and confirm the changes to the permission set.
Next you will need to add assignments to this permission set, or add your users to this setting.
Click Add Assignments.
Then choose which users you would like to assign this permission set to.
Click Assign and choose if this permission set will have an expiration or not.
Once assigned, go ahead and verify that you have these advanced features ready to use!
Updating the Records Using Salesforce Surveys
The first thing you’ll need to do is navigate to surveys.
To get there go to the app launcher, search for and click on “surveys”.
Once in surveys either edit an existing survey or click new survey.
If you clicked new survey, enter the new survey details and click continue.
Once in your survey setup your questions for the scenario of updating records.
The scenario we are using in this walk through is updating the lead rating to cold when their satisfaction is rated at a 4 or below.
Once you have the questions setup go to advances settings and click on survey data mapping.
Then click new mapping.
Next enter in the name, action type of update record, and choose the target object.
Our target object is lead.
Next, choose the condition type.
This triggers the update either every time or based on conditions.
Here we are choosing conditions.
Our conditions trigger this update when the participant rates the interaction with our company as 4 or below.
Next let’s do the data mapping.
So when conditions are met the leads rating will go to cold.
We’ve also added a response to a question to be put in the description box.
This question asks what we can do better as a company.
Once you are satisfied with your survey click save and activate!
Don’t forget to send the survey out when you are ready to put it to use.
Conclusion
A big congrats to you for making it through this blog post! We hope you found it useful!
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