We need to write a rule that allows you to grab a NPS survey response to update a field in Salesforce. Can a Rule pull specific survey answers? How do you pull answers from a survey in the Rules Engine.
Example - If they gave us a 9-10, we could have a “Became Advocate Date” on X date. We need the date to create a PowerList, but that is another question.
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You will be able to do this by using a rule. Follow this tutorial and instead of CTA actions use one of the load to Actions. See here to learn about load to SFDC objects
Howdy. I'm working with Ray to try and make this work.
To be more specific with the original question, can we use the Rules Engine to Load to the [i]Contact object? We basically want to have a Rule that, based on specific responses in an NPS survey, will write a date to a field on the Contact who submitted the survey.
I don't see where the NPSSurvey Response::Created By ID or another field could be tied to a specific Contact. Are we missing something or maybe on the wrong track?
To be more specific with the original question, can we use the Rules Engine to Load to the [i]Contact object? We basically want to have a Rule that, based on specific responses in an NPS survey, will write a date to a field on the Contact who submitted the survey.
I don't see where the NPSSurvey Response::Created By ID or another field could be tied to a specific Contact. Are we missing something or maybe on the wrong track?
Hey Andy,
You should be using the Survey Participant --> Contact to get the contact ID and then use that. You have to create a dataspace with NPS Survey Response and Survey Participant to get this done.
You should be using the Survey Participant --> Contact to get the contact ID and then use that. You have to create a dataspace with NPS Survey Response and Survey Participant to get this done.
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