I have gotten a few requests to be able to fire off a survey when an event happens in SFDC.
Example Use Case: Customer is using a survey tool that fires off a survey via SFDC when a case is closed. They want to replace this tool with Gainsight Surveys. In analyzing the previous tools results, their customers are most likely to fill out the survey within a matter of minutes... likely because the support experience is fresh in their mines. They are using the SFDC case object to store this information.
Fire off a survey when a case closes
+2
+4Totally agree. This is a very important scenario.
I know a number of customers would like to have this ability and it's a great use case for Support leveraging Gainsight, as it would enable them to see the survey results from their interaction. Is this on the roadmap?
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