by Robert Chadwick | Oct 26, 2017 | How To
Description: The ExAM team understands that although a lot of might be doing the same thing from time to time we often have a different vocabulary that has been developed and may be unique to your company. An example is survey, inspection, and data call can all be...
by Robert Chadwick | Oct 23, 2017 | Customer Satisfaction Survey, ExAM Blog, How To
Now that we have successfully created a Customer Service Survey, a new Case Type, a public assessment URL, and an email template with that URL embedded in it we are going to configure ExAM so that when a customer service case is closed it will send out that email...
by Robert Chadwick | Oct 23, 2017 | Customer Satisfaction Survey, ExAM Blog, How To
Now we are going to create an Email template, which is a Salesforce native functionality. So for the purpose of this blog post, we are going to keep this nice and simple. 1. Navigate to Setup page where you will enter “Email Template” into the quick find box and click...
by Robert Chadwick | Oct 23, 2017 | Customer Satisfaction Survey, ExAM Blog, How To
Since we are creating a Customer Service Survey that is meant to be sent out when a Case is closed we are going to go ahead and create a new type of case that focuses on customer service. If you prefer you can skip this section and use an existing case type or create...
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