Set up Salesforce tasks and email alerts for your team to take immediate action on customer feedback. Use the Actions tab to set up conditions to trigger the creation of a custom email alert or Salesforce task. Set up more than one action to send an email and trigger a task using the same conditions.
From your survey, select Actions in the left-side menu to set up your Salesforce actions.
Create a Salesforce task to take action on your survey results. Use Actions to reach out to a prospect, or follow up with a customer that provided a low CSAT score. Assign the task to the right person on your team with their Salesforce user ID.
To create a task record in Salesforce:
You can create another task or send email or Slack notifications in your action.