We had a similar issue, and it turns out that we had two SF users attempting to link to the same Qualtrics account. We had to request that Qualtrics support switch the SF integration user in order to get it to work.
Hello! I am trying this method but getting errors becasue my response URL's are like this file:///Users/AJM/Downloads/R_Y4Vd8EDr1OBue1b%20(1).pdf Any ideas on how to get this as an actual URL?
Love how intuitive Qualtrics is. I don't have to click through 34 pages to find something, everything is located in a place that is easy to access. I also love that it provides me with a tool to collect some awesome evaluation information, which I can use to present organization wide changes at the executive level.
I know this involves another Salesforce add on, but here's what I'm doing. I am sending an NPS based on triggers set up in SF (basically case opened). My org has LevelEleven, and I have created "monitoring and evaluation" scorecard that is tallying the number of surveys sent by adding a point every time something meets the same criteria as the workflow rule. The tally then collects for the quarter, and starts over the next one. Additionally on the M&E dashboard I have set up, I have a report that filters to the same criteria as the triggering workflow rule for the current FQ, and the dashboard component shows the total to date.
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