Salesforce Surveys - Allow Email Template to use Participant Id as the Recipient - Ideas - Salesforce Trailblazer Community

All Ideas

Idea Details

Post an Idea
60  Points
Open
Idea has been posted. Give it an upvote or downvote.

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

Health Cloud

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 Account. The recipient's Id is then used to set the Participant Id.

If you use a regular email template, you cannot select the Participant Id as the recipient. You have to create custom look-up fields for the Contact, Lead, or Person Account and then populate these fields.

Merge Idea · Flag

  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Questions

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.