Send SurveyMonkey Surveys to Salesforce Contacts by Email

Use this recipe to email a SurveyMonkey survey to a Salesforce case's contact when the case is closed.

Note:

This recipe is available as Salesforce — SurveyMonkey | Send Surveys to Case Contacts in the Integration Store. Oracle provides this recipe as a sample only. The recipe is meant only for guidance, and is not warranted to be error-free. No support is provided for this recipe.

Overview

This recipe sends a link to a survey created with SurveyMonkey to the contact's email address specified in a Salesforce case when the case is closed. It uses the standard Salesforce Adapter and the SurveyMonkey Adapter. To use the recipe, you must install the recipe package and configure the connections and other resources within the package.

When a case is closed in Salesforce, the integration flow of the recipe is triggered. It receives the contact email address specified in the case from Salesforce, fetches a survey link from SurveyMonkey, and sends the link to the email address.

System and Access Requirements

  • Oracle Integration, Version 21.1.2.0.0 (210129.2200.39462) or higher
  • Salesforce
  • SurveyMonkey
  • An account on Salesforce with the Administrator role
  • An account on SurveyMonkey with the Administrator role