Medallia Agile Research + Salesforce
Send Medallia Agile Research survey invitations when updated records are detected in Salesforce
Ensure your customers' feedback is immediately addressed with this convenient workflow. Whenever there's an updated field on a record in Salesforce, it triggers an invitation for a survey from Medallia Agile Research. Not only does this free up your time, but it also ensures immediate engagement with your customers, facilitating instant feedback and improved customer relations. Keep your finger on the pulse of your customer experience with this seamless link between Salesforce and Medallia Agile Research.
Ensure your customers' feedback is immediately addressed with this convenient workflow. Whenever there's an updated field on a record in Salesforce, it triggers an invitation for a survey from Medallia Agile Research. Not only does this free up your time, but it also ensures immediate engagement with your customers, facilitating instant feedback and improved customer relations. Keep your finger on the pulse of your customer experience with this seamless link between Salesforce and Medallia Agile Research.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Send Survey Invitation
Add a new panelist to your survey. If your survey is Live and the CheckMarket email channel is active, a survey invitation will be automatically sent.
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