Hey GS Community,
I have a customer that wants to be able to pair different fields in Salesforce with certain CTAs, surveys, and/or notes so that the account managers do not have to manually update fields themselves. For example in a survey, if a customer responded a certain answer to a question, the chosen Salesforce field paired to that question would automatically update based on the user’s answer.
Automatically Updating Salesforce Fields via Survey Responses/Notes
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We have in the roadmap of Advanced outreach the ability to update fields("Update Field" Action) when a certain event happens. In the case of survey, you should be able to set a condition where you say that once the survey has been responded, then update the field value of an object to a certain value.
Does that address your use case? The timeline for this feature is not known at this point and we will keep the thread updated once we have clarity regarding the same.
Hope this helps.
Thanks
Abhishek S
Is there any update here? We also have a similar use case where the response on the survey automatically updates a field in Salesforce
If you had another survey tool in use, you'd just have to make the survey data available either via SFDC or import into Gainsight via S3 or our Bulk API, then the rules engine could access the data and manage the update of the SFDC field you had in mind.