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30  Points
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Salesforce Surveys - Allow Email Template to use Participant Id as the Recipient

The Survey Invitation record has a Participant Id field, which can be a Lead Id, Contact Id, or Person Account Id.¬†Using Survey Builder, you can send a single email to a manually selected recipient. The recipient can be a Lead, Contact, or Person… Show more

0 comments · 7 days ago

350  Points
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Salesforce Surveys - Allow Question Logic Navigation to Select Thank You Page

It would provide a better customer experience if survey responders could be taken directly to the Thank You page based on their responses. Right now, you have to add a dummy question at the end, immediately before the Thank You page.

9 comments · 10 months ago

20  Points
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Salesforce Survey - Allow Survey Email Templates to be Edited Normally

Survey Builder allows you to select, create, edit, and delete email templates that can be used to send SINGLE emails. Although these templates are stored as normal email templates, the templates are not available outside of Survey Builder. They… Show more

0 comments · 7 days ago

20  Points
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Salesforce Survey - Make the Question Displayed in Email Functional

In Survey Builder, you can create an email template that either shows a link button to the Survey or a question in the survey. The question, however, is strictly an "image" display that is a link to the survey. When you click on the… Show more

0 comments · 7 days ago

20  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Salesforce Survey - Allow Preview of Mobile Version of Survey

In the Survey Builder, you can preview your survey, but you are not able to preview it as rendered on a mobile device or tablet. Provide a way to preview the survey on different devices.

0 comments · 7 days ago

20  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Salesforce Surveys - Ability to Send an Invitation From Contact/Lead

In the Summer 19 release, there is an action available on Contact and Lead detail pages that lets you create a Survey Invitation linked to the Lead or Contact. But the action simply provides a link that you have to copy and then paste into a manually… Show more

0 comments · 7 days ago

20  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Salesforce Surveys - Access Invitation Link in Email Templates

The Invitation Link is a field in the Survey Invitation record that provides a link to where the Survey is hosted. If you use a template created in Survey Builder, you can send a single email with a unique or general Invitation Link value. If you use… Show more

0 comments · 7 days ago

130  Points
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Salesforce Surveys - Provide a way to determine average scores on surveys

Responses showto Salesforce Surveys are stored in the Survey Question Response object. The problem is that all response as stored as a text field. So it is impossible to compute a "score" on a single response or to determine the average… Show more

6 comments · 10 months ago

170  Points
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Make Birthday Card (FSC) available to use for Person Accounts

Right now the Birthday Card component from Financial Services Cloud does not support Person Account. So the component can only be used for Contacts (the field on Contact called: Birthdate), but it would be nice to have it available for the field on… Show more

2 comments · 1 year ago

1,030  Points
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FSC RBL updates without Error during Bulk Data Load of Financial Accounts

When a Financial Service Cloud ( FSC ) Individual or Household has multiple Financial Accounts updated or created via the Bulk API, the Rollup by Lookup ( RBL ) framework should process without a platform Error. ¬† At minimum, the RBL framework need… Show more

4 comments · 1 year ago

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