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Add a Segment
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Feedier → Actions Feedback → Segments → New Segment |
First we need to setup a segment on Feedier. Segments are saved searches that allow you to create automisations based on your selected feedback.
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Connect the Segment to an Automation
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Feedier → Actions Profile Name → Automations → Add Segment |
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App Client ID | Refer to step 1, you get this from the Connected App in Salesforce. |
App Client Secret | Refer to step 1, you get this from the Connected App in Salesforce. |
Salesforce SOQL | Next Refer to next section |
Attribute Name | This is the Feedier The attribute name (not label) that contains the Salesforce object ID used for the matching. It can we receive in the feedback (for example, "sf_id") is used to match Salesforce records. This could be an Account ID, a Custom ID, a or Contact ID, etc. For exampleinstance, if the feedback link looks like this: In short, this attribute ("sf_id") will be used in the "WHERE" part of the Salesforce query (SOQL) |
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How to Create Your SOQL |
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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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Setup the form as follows:
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If you are using a custom object, you need to create a custom email field to be able to attach the email to the outbound message. |
Name / Unique Name: Choose what you like, this has no impact with the connector
Endpoint URL for Sandbox : https://connector-preprod.feedier.com/salesforce/push?push_campaign_id={Feedier Campaign ID}&api_key={Private API Key Feedier}
Endpoint URL for PROD: https://connector.feedier.com/salesforce/push?push_campaign_id={Feedier Campaign ID}&api_key={Private API Key Feedier}
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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 |
Now, you You now need to trigger the Outbound outgoing message.
Create a trigger with your own rules (Case file status = Closed closed, for example).
Attach the outbound outgoing message you created in and you're all set.
Workflow 4: If you want to pick up push status within salesforce, take a look at this guide
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have created
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Create a trigger with your own rules (Case status = 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.