Distribute Surveys using Salesforce Automation
Business Background
Distribute surveys with Salesforce automation in real-time to improve speed and accuracy.
Titan Solution
- Use Titan Survey to trigger the surveys to be sent to the customers using Salesforce automation.
- With this method, respondents can respond via a link on a website, email, or any other way they choose.
How to Video
Coming soon!
How to Guide
- Click the Publish button. The Distribution screen opens.
- Select the Automation option and click the Next button.
- Select the Object in Salesforce from the drop-down list, for instance, Contact, to identify your recipients.
- Select the Record ID from the drop-down list, such as Contact ID, to select the ID of the selected object.
- The ID will be used to identify your recipient and added to the survey distribution list.
- Select the email from the drop-down list.
- Click the Next button.
- Click the Mail option and click the Next button. You can select an email template or a custom email.
- Use the Email template.
- Select the Organizational Email Template from the drop-down list.
- Choose Email from the drop-down list.
- This is the ‘To’ email.
- Choose the From Email Address from the drop-down list.
- As an alternative, click the Custom Email option.
- Choose the Current User’s email address from the From Email Address drop-down list.
- Choose Email from the drop-down list.
- This is the ‘To’ email.
- Type a subject in the Subject line. This field is mandatory.
- Type text in the body of the email.
The Web Survey URL is added by default. You can add more element by clicking on the All Elements (Merged field) option.
- Click the Next button.
- Send a test email if required.
- Add a Record ID in the field.
- Choose a specific record id for the object you chose on the ‘Config’ step.
- For example, if you distribute to contacts, enter a specific contact ID to test your survey.
- Enter your email address in the field.
- This is the email address to which the test survey will be sent.
- Click the Send Test Email button.
- Add a Record ID in the field.
- Click the Next button.
- Type the email address of the Survey Result’s Recipient in the field.
- Type any comment in the field.
- This is a mandatory field.
- The comment will be displayed in Salesforce under Survey Distribution.
- Click the Generate Distribution ID button. After a few moments, the Distribution screen opens. It shows the Survey ID and the Distribution ID.
- Click the Close button.
After distribution on Titan, launch your survey in Salesforce using Flow/Process builder/APEX code. In this article, we show you how to launch using Flow.
- Select the TitanSurvey__DistributeSurvey option from the Action drop-down list.
- Type the label in the Label field to label your action. This is a mandatory field. The Label will also show on the API Name field.
- If necessary, type the description in the field. This is not a mandatory field.
- Set the Input values:
- Select a record id from the list.
- For instance, click the contact option and select the record id option.
- This is the reference to the contact. You can select from many options, such as Profile, User, System Account, Flow, and more; each option has a reference.
- Paste the generated Distribution id from the Titan project in the survey_distribution_Id field.
- Select a record id from the list.
- Click the Done button.
Interested in the Titan/Salesforce Integration? Read about Surveys for Salesforce, check out different types of Salesforce Surveys, and view Titan Survey on the Salesforce AppExchange.