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.
From your action, select Add Action, then select the action you want to create. Learn more about email alerts or Slack notifications.