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.
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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?
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.
But when we did the test, it didn´t work and I can find the problem...
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