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New Idea

Object level survey reporting (cases, projects, etc)

Related products:None
  • November 17, 2015
  • 4 replies
  • 28 views

daniel
  • Contributor ⭐️⭐️⭐️
  • 12 replies
We're looking to deliver and track customer satisfaction on individual cases and by extension, the owners of those cases.

Use Case Example - Support Cases
Process:
  • A case is closed and we want to trigger the delivery of a survey to the contact that filed the request.
  • The survey would ask for the satisfaction for that specific case.
Reporting needs:
  • Satisfaction with the specific case and by contact
  • Reporting for Customer Support Management to understand satisfaction for a specific Customer Support rep
  • Reporting on customer satisfaction for types of cases
Similarly, we would want this level of survey capabilities for other objects within sfdc - for example, projects.

Because of this limitation we're looking at separate survey tool for support, professional service, etc, if we want that level of specificity. Current survey capabilities seem to be focused on broad account level satisfaction - which can be categorized but the data can't be used drive improvements in gaps in knowledge base content, process, team development or product.

4 replies

praneet
  • Helper ⭐️⭐️⭐️
  • 203 replies
  • December 14, 2015
Hi Daniel,
Thanks for your question. You can send surveys based on case closure to a contact using Survey via Copilot.
Steps to configure a triggered surveys via copilot would include the following
  • Create a dynamic power list in Copilot that would add contacts of all cases closed in the last 24 hours
  • Create a copilot email template to which you can attach link of a specific survey.
  • Create an outreach that links the power list and email template and schedules sending of the same.
For Reporting needs, I am passing it on another Product Manager, who works on Reports.

daniel_oberes
  • Contributor ⭐️
  • 1 reply
  • December 14, 2015
Hi Praneet,

Yes, I'm clear on this - the trigger isn't the issue. The issue is attributing the results of the survey to a specific case. 

sumesh
  • Helper ⭐️⭐️
  • 256 replies
  • December 19, 2015
Daniel,

Thanks for your suggestion! Right now, reporting in SFDC is not equipped to support your use cases. One option to try is to use MDA joins that can join data from multiple MDA data sources. However. this would require that the data be in MDA.   

Thanks!

leanne
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 90 replies
  • July 20, 2016
We'd also appreciate having additional Reporting around surveys.  We're sending surveys to follow up on specific Onboarding tasks, and like Daniel said, the trigger isn't an issue.  However, I'd like to be able to report on the results by CSM or Onboarding Manager, and right now, I can't find a way to do that.  

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