Hi All! New user to Qualtrics (around 30 days in my role). I received a request to build a Qualtrics survey that is available in Salesforce (it was requested by use of a button). The goal is for an internal user to use the button (in Salesforce) to send a link to a customer after an Executive Business Review. They want the survey to pull in the users information but the only way I have figured out how to do this is by using an anonymous link. Any direction on how I would accomplish this would be great!
Also, any other recommendations related speeding up my onboarding would be great!
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You may need a custom button that creates an outbound message that would call upon a Qualtrics workflow in the survey
https://www.qualtrics.com/support/survey-platform/actions-module/salesforce-workflow-rule-event/
Thank you InessaG for chiming in! If for some reason they didn't want it to be automated. Is there another way to handle this?
You can append embedded data fields to the anonymous URL
https://www.qualtrics.com/support/survey-platform/survey-module/survey-flow/standard-elements/embedded-data/#SettingValuesFromTheSurveyURL
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