Topics started by StephanieFR | XM Community

Topics started by StephanieFR

1 Topic

S
StephanieFR
asked in Integrations

iQ directory and Salesforce

Hi, I have some difficulties to get what I need with the iQ directory settings. For our customer care service we have a workflow in Salesforce to send a contact to Qualtrics each time a case is closed. Nevertheless we would like to oversurvey and only send the invitation if the contact didn't receive an survey invitation in the past 15 days. I couldn't find a way to make it work with the iQ directory settings. Either I deduplicate on email and then my contact will only receive 1 invitation and that's all (as my understanding is invitation are triggered on contact creation and not update) either I deduplicate on email + another Embedded Data which is the case, but that won't meet my need as it would be considered as a new/different contact and won't meet the 15 days latency period. I know there is a workaround with the API by using transaction but that would require development. If you encountered the same situation and found a solution, I'm all ears :) Thanks a lot for your help.

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MohammedAli_Rajapkar
QPN Level 5 ●●●●●
5 years ago

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