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JoseS
Administrator
1 year ago
Question

Quota

  • Sep 14, 2021 6:15 PM UTC
  • 2 replies
  • 34 views
Alea
QPN Level 1 ●
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I have a survey that when the trigger is fired sends a survey to salesforce and from there it returns the survey responses to Qualtrics. To control my quotas I have created a condition, the embedded data from my agent's email, but doing tests does not skip the quota. I don't know where the problem could be.


    2 replies

    IsabelPosada_Voce
    QPN Level 5 ●●●●●
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    Hi Alea!!
    Could you please be more specific?
    Which is the exact condition rom the quota and how are you sending the salesforce responses to Qualtrics?

    Isa
      Alea
      QPN Level 1 ●
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      • Alea
      • Author
      • QPN Level 1 ●
      • Sep 15, 2021 8:39 AM UTC

      Hi IsabelPosada_Voce !
      Here is the description of the Salesforce process:
      1. A service case is created in SF and the trigger for Qualtrics is generated
      New messages
      2. A distribution list is generated in Q
      3. The contact with contact data, embedded data and transactional data is added to the distribution list in Q
      4. Distribution is created in Q
      5. The survey links are obtained from Q and taken to SF
      6. The survey is sent from SF
      7. Client answers the survey
      8. Q brings the Client's NPS to SF
      In addition to this system, we want to account for agent fees. I attach the condition in the image.

      Captura de pantalla 2021-09-15 a las 10.39.09.pngBut when we did the test, it didn´t work and I can find the problem...

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