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ray_lau
ray_lau
Contributor ⭐️
September 15, 2016
Question

Can a Rule pull specific survey answers and put that in a field in Salesforce?

  • September 15, 2016
  • 3 replies
  • 71 views
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. 

      3 replies

      sundar
      sundar
      Expert ⭐️
      September 16, 2016
      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
        andy_roy
        andy_roy
        Helper ⭐️
        November 3, 2016
        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?
        sundar
        sundar
        Expert ⭐️
        November 9, 2016
        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.
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