Salesforce managers capture course evaluations as programme records
Salesforce managers capture course evaluations as programme records
Salesforce managers miss participant feedback when form responses never reach the CRM, delaying programme reviews and improvements. This workflow creates Programme Evaluation records in Salesforce and links them so programme managers can begin review.
Overview
Non-profit programme managers lose critical participant feedback when form responses never land in Salesforce, which stalls curriculum improvements and reporting. This workflow turns every submitted evaluation into a Programme Evaluation record linked to the right programme, enabling programme managers to begin review immediately and eliminating missed submissions.
Notable Features
- Create programme evaluation records
- Link evaluations to the programme
- Notify programme managers of submissions