[SalesForce] Associate Survey to a Case

I have created a survey using survey builder, whose link will be sent to a related contact of case when case is closed. Surveys are being captured into Survey Analyze tab, i want that survey response to get attached to related case. so that Case owner or any one can see response of contact.

Is there any way to achieve this?
Thanks in advance.

Best Answer

Please follow the blogs to achieve your requirement to release the survey to the relevant case. (this is possible with the help of process builder and flow https://www.jitendrazaa.com/blog/salesforce/send-salesforce-survey-without-writing-code/

Thanks & Regards, Sakthivel Madesh

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[SalesForce] Case default owner is overriding specified case owner

When creating cases from a trigger, you can specify DMLOptions to prevent the assignment rules from firing. Something like this:

trigger X on Y (after insert) {
    Case[] cases = new Case[0];
    for(Y record: Trigger.new) {
         if(someCondition) {
             cases.add(new Case(...));
         }
    }
    Database.DMLOptions options = new Database.DMLOptions();
    options.assignmentRuleHeader.useDefaultRule = false;
    cases.setOptions(options);
    insert cases;
}

I haven't personally used DMLOptions before, so you may need to tweak this answer a bit.

Best Answer

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[SalesForce] Case default owner is overriding specified case owner

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