Survey Mapping - How to distinguish the Salesforce Environment (PROD, sandboxes) | XM Community
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Survey Mapping - How to distinguish the Salesforce Environment (PROD, sandboxes)

  • January 25, 2022
  • 2 replies
  • 62 views
I
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I have a survey with two response workflows
One response workflow connects to my PROD salesforce environment and the other to our UAT sandbox.
If a survey is triggered from one environment the two response workflows are activated which always results in one of the response workflows having a fail.
Qualtrics support suggested to have a condition build in to check the environment. But they could not tell me how to do that. How do I pass an "environment variable" to Qualtrics (I would like very much want to avoid to have a formula field on my CASE or CONTACT object)
Any one has some experience or suggestions to share. I would appreciate them. Tx

2 replies

InessaG
Level 5 ●●●●●
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  • InessaG
  • Level 5 ●●●●●
  • January 25, 2022

Are you triggering the survey through the outbound message workflow? If so, you should be able to set an embedded data field to a static value within each of the workflows to indicate the environment, and then use that embedded data field as the condition for response workflow.

C
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  • Chet
  • February 8, 2022

"I would like very much want to avoid to have a formula field on my CASE or CONTACT object"
This may be the correct solution in this case, though. Objects don't have org awareness as far as I know. Adding a formula field solves this problem.

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