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Re: Survey Force Question

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Hi All,

 

First, I'd like to thank all of you for the awesome replies on this topic.  I've found them very useful.

 

I'm a novice Salesforce admin (at best) and have been asked by my management to implement a survey for Opportunities.  Unfortunately, I have no Apex coding experience, so much of this code is very foreign to me.  I do have experience coding in other languages, so I'm at least familiar with coding in general.

 

I've already installed SurveyForce, setup an external Site and Page and created the Sharing Rules for Contacts and Opportunities (as well as Accounts and Cases) with the Survey User in a Public Group.

 

I'm able to take the survey anonymously without it prompting for a Salesforce login (finally figured out how to append the TakeSurvey page URL to the Site URL), but when I try to enter either a Contact Id or a Case Id in the URL, I also get the "Authorization Required" page.

To complicate things even further, I also need to somehow figure out how to relate these surveys back to an Opportunity, not to a Case.

 

I do have some Salesforce support internally (very limited), and I know that I can also reach out to our Success Rep (or whatever Salesforce calls them), but I figured I would start here since all of you already have experience with SurveyForce.

 

Any feedback is appreciated.

 

Thank you,

 

- Chip Little


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