MeshMesh from Salesforce
Service Cloud

Configure Salesforce Feedback Management

Users get Salesforce Surveys set up to collect customer feedback on service channels. That includes survey links, CSAT flows that write results back to records, and reports and dashboards that show the scores.

43 tasks
Method

How MeshMesh does it

  1. Reads the reference material, discovers the org and writes a plan.
  2. Builds the survey in Salesforce Surveys, including NPS branching.
  3. Wires flows to trigger survey sends, and configures the Data Mapper for CSAT writeback and escalation.
  4. Works around Salesforce Surveys limits. Custom fields are only allowed on SurveyInvitation, choices cannot be shared, and an Experience Cloud site needs guest permissions.
  5. Adds seed data, reports and dashboards.
  6. Activates the survey and tests it end to end.
  7. Writes a build guide or demo script for the customer.

Related capability: Configure Email-to-Case Intake.

Products

Products and features it works with

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Features
Service Cloud

Related capabilities