Send Survey Invitations on Case Closure #inSalesforce

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Steps:

  • Setup | Support Settings | Edit | find Customer Feedback Survey, click Search icon.
                                 
Note: The Customer Feedback Survey field is disabled if Surveys is not enabled in your org. If you enable Surveys while on the Support Settings page, make sure to refresh the page.       
                             

  • Select the survey to email on case closure. May be select Customer Satisfaction | Save.

When a case is closed, an email containing a link to the Customer Satisfaction survey is sent to the contact associated with the case.


In order to use the Case Support Settings for Surveys, there must be a default value for Communities via the Survey settings.

                              

Visual: https://www.youtube.com/watch?v=sPmET6EiDLs


Reference: https://trailhead.salesforce.com/content/learn/modules/salesforce-surveys-for-admins/surveys-case-scenario





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