Send Salesforce Survey Without Code

Use Flow & Process builder to send customer satisfaction survey on case close

Salesforce Survey is available in Health Cloud & Financial Service Cloud otherwise its paid. Community Cloud is also required to use Survey.  If you need to practice Survey, create a 30 day trial org from this URL (mentioned in this trailhead module). One Survey can be created and used in Enterprise and Unlimited edition, so if you need only one survey then its free. In my case, I had to send same question to every customer on Case close , so it was free.

Prerequisite to use Salesforce Survey

Step 1 – Enable & create Community. Once community setup is done, we would need to activate it. Community can be created by any template. It can be blank as well, if it’s being created only for survey.

Step 2 – Enable Salesforce survey by navigating to Admin setup. You would need to select Community, which would be used by Survey to compute public unique link.

Salesforce - Enable Survey
Salesforce – Enable Survey

Continue reading “Send Salesforce Survey Without Code”

Creating Progress Bar field using Formula| Without any coding

In this post we will discuss on creating Progress bar field without any coding, just by using formula field. Initially it seems like we can’t create dynamic progress bar field by using only formula in Salesforce. There are some approach, where developers stores 4 images with interval of 25% or 10 images with 10% interval and displaying image with help of Case or IF statement.

We will create Progress bar field, which will reflect every percentage.

Progress Bar using Formula field in Salesforce
Progress Bar using Formula field in Salesforce

To create perfect Progress bar field, we will need to take help of two images. Continue reading “Creating Progress Bar field using Formula| Without any coding”