Associated object/fields in surveys - Make this more clear in setup

  • 6
  • Idea
  • Updated 5 months ago
Can there be some sort of tool tip regarding the Associated objects/fields in surveys? I see a lot of people get tripped up here because they think it is required to map the survey back to an account. Most people will not use associated objects/fields so I feel like we should link to the documentation or say something along the lines of "If you don't know what this is, don't use it" :) (Kinda harsh but it is what I default to when explaining it)

Maybe add it under something like "Advanced Settings" to avoid confusion?

As I understand it, this feature was introduced to link surveys back to specific data like salesforce cases so you know what case a survey was in reference to. 
In order to do use this, you need to have the object/field come through in your powerlist/query so you can  pass the data through the system. A lot of times people will try to save an outreach and get a message saying that the associated field is not present. 
Docs regarding associated objects/links here.
Photo of Alex LeGay

Alex LeGay, Employee

  • 6,258 Points 5k badge 2x thumb

Posted 5 months ago

  • 6
Photo of Dan Wiegert

Dan Wiegert, Employee

  • 1,536 Points 1k badge 2x thumb
+1 I totally agree on this one Alex, a UI based hint/or popup question would be very helpful here. At the very least, bolstering the in UI hints  would be very helpful.