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Testing a Communication Template from Salesforce.com

How can I send a survey email invitation from Salesforce and have the response tracked?

Salesforce.com has a concept of Communication Templates that allow you to create "templates" for emails that you can send via salesforce.com. These email templates can have dynamic code in them, that allow you to email a link to your survey and have the data posted back to Salesforce.com.

What are the steps I should follow to get the data-integration working using Salesforce Communication Templates?

On SurveyConsole

  1. Goto :
    • Login »  Surveys »  Apps »  Custom Apps »  Salesforce.com
  2. Enter username and password as password + security token. Click on "Verify Connection" button.
    Screenshot
    Survey Software Help Image
  3. Select Salesforce Object from the Object Mapping and hit the "Save Connection Mapping" button. This will generate Salesforce.com CRM Link.
    Screenshot
    Survey Software Help Image
  4. You can find this URL under the Edit Survey page also.
    Screenshot
    Survey Software Help Image

On Salesforce.com

  1. Login to Salesforce.com
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    Survey Software Help Image
  2. Click on Setup - Top Right Corner:
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    Survey Software Help Image
  3. Choose Email under Personal Setup >> My Templates and click on New Template button
    Screenshot
    Survey Software Help Image
  4. Choose the type of email template you would like to create.
    Screenshot
    Survey Software Help Image
  5. Enter information necessary to create template and make sure that Available for use option is selected. Copy and paste the Salesforce URL - from SurveyConsole in the body of the template. Click on Save button
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    Survey Software Help Image
  6. Email template is created and preview of your email template will be as,
    Screenshot
    Survey Software Help Image

Now when you want to email a link to the survey:

  1. Goto the Case -> Click on Case Number
    Screenshot
    Survey Software Help Image
  2. From Activity History section click on Send An Email button
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    Survey Software Help Image
  3. In the Email Compose window choose Select Template
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    Survey Software Help Image
  4. Choose the template you just created.
  5. The URL to SurveyConsole should be present. This URL contains values for custom1 and custom2 as case name and case Id respectively.
    Screenshot
    Survey Software Help Image
  6. Send the Email

License & Access Options
This feature/tools described here are available with the following license(s) :
  • Team Edition
    • Unlimited Surveys, Questions, Responses
    • Advanced Toolset and Features
    • No Long Term Commitment

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