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This workflow is designed to send a feedback email from Feedier immediately after a certain trigger has been met on a Salesforce record.
Setup an email campaign on Feedier as a template for sending emails
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Feedier → Survey → Share → Email Campaign |
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User to send as: Choose what you like, this has no impact with the connector
Case fields to send: Choose all data you want to attach to the feedback in Feedier. ContactEmail is required.
Click Save
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Create the
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Workflow Rule
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Salesforce Setup App Process Automation → Workflow Rules |
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Create a trigger with your own rules (Case status = Closed Escalated for example)
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You can create the rule also in the Flow builder  |
Attach the outbound message to the workflow rule
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Salesforce Setup App → Workflow Rules |
Now, you need to attach the Outbound message to the workflow rule so when the rule is validated an outbound message will be sent to the Endpoint URL that we set up earlier.
Attach the outbound message you created in and you're all set.
Test the outbound message
Trigger the workflow rule created and you should see a push created on the Pushes page on Feedier.
Workflow 4: If you want to pick up push status within salesforce, take a look at this guide
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