Using Survey in Salesforce Embedded Chat

Using Survey in Salesforce Embedded Chat

It is easy to setup Survey for Salesforce Embedded Chat. Without any coding or programming, just with point and click configurations, we can setup the Survey for Salesforce Embedded Chat.

1. Setup Embedded Chat – https://trailhead.salesforce.com/content/learn/modules/web-chat.

2. Enable Survey in Salesforce setup.

3. Go to Surveys tab and create a simple Survey.

4. Go to Embedded Service Deployments in Setup.

5. Select View from the Action menu.

6. Click Start button in Chat Settings section. Use the Survey in Embedded Chat.

7. Initiate a Chat to test.

8. Click End Chat to end the chat. Click Give Feedback to provide feedback or fill the Survey.

Leave a Reply