Hey folks!
We implemented a post-renewal survey this quarter that includes questions about their satisfaction with our renewal process and the rep assigned to their renewal. Given this, I am attempting to build personalized reports to share with the reps to share survey scores associated with the renewals they owned.
However, I am struggling with how to pull in the owner of the Opp into the space. My thought was that I could pull it as a token into the post-renewal survey, and then pull it into the data space, but not sure if that is possible.
Worst case scenario, I will submit a ticket to Ops to add a formula field, but that is not ideal.
Any bright ideas?
Thanks!
Question
How do you pull an Opportunity-level field into a Data Space based on "Survey User Answer"?
+4Hi Ben. This is a great use case. It seems to me that we should be able to use the Survey Link feature but to be honest I haven't been able to track through exactly how you would set up the data space/report afterwards. I will ask the team to help.
Thanks Karl!
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