Hi @Melike
Create a workflow or process builder in Salesforce to trigger actions based on the survey response data received from Qualtrics. For example, you can create a workflow rule to update a custom field on the contact record indicating that a survey has been sent to the contact.
Set up notifications or reports in Salesforce to alert agents when a survey has been sent to a contact but no response has been received. You can create reports or dashboards to track survey responses and identify contacts who have not yet responded to the survey.
By setting up this workflow, your agents will be able to track which contacts have received a survey but have not yet responded, allowing them to follow up with those contacts as needed.
Hi @Umang Upadhyay,
thank you for the response.
This is the part, I don’t know how to do:
For example, you can create a workflow rule to update a custom field on the contact record indicating that a survey has been sent to the contact.
How do I get the info that a survey has been sent to a contact from QX?
I already have a flow running which updates the contact when a survey response record has been created in Salesforce. That’s not the issue.
I’d like to update the contacts in Salesforce after a survey has been distributed, and to do so, I’ll need QX to tell Salesforce, that a survey was sent to a specific contact.
