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!
Standing survey available in Salesforce
+7
+19You 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/
+7Thank you InessaG for chiming in! If for some reason they didn't want it to be automated. Is there another way to handle this?
+19You 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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