Create a custom button in Salesforce to send a survey email from a record, such as Account or Case. For example, you can create a button called Send Customer Feedback Survey on the Case record that sends an email with a survey link to the contact.
Create an email template in your connected Salesforce instance that includes your survey link. You’ll use this email template in your custom button.
Note the Template ID from your template. You can find the Template ID in the URL when editing your template. It may look similar to this: 00XG0000001rrOL
To create your custom button:
|Tells Salesforce to send an email when the button is clicked.
|The email template to send.
|The contact to send the email to.
|Any other merge data in the email template from a related object. For example, the ID of an object (e.g. Account, Case, Opportunity) that the email is related to. Fields from this object can be merged into the email template.
|The related object to include.
|The comma separated list of emails to include in CC.
|Email addresses to BCC.
|Other email addresses to send the email to.
|The sender address to use in your email.
|The page to go back to after clicking the button and sending the email.