Surveys are useful, but only if you get responses and have the right tools to capture them. Walk through my answer to this question with me! We’ll create a simple custom object and screen flow that your end users can easily access and administer.
The Salesforce Team was approached by one of our brands for help distributing a survey to specific customers. The major pain point with past surveys was that most customers won’t respond or complete it when it’s sent via email.
The answer I created involves a simple custom object and a screen flow that I placed on the Task page. This allowed the customers to be assigned, called on, and the answers captured.
Those who attend will walk through the ease of creating a Screen Flow and confidence to build outside of the box a little in the future.
