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Send Survey through Connect PHP

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edited Jun 8, 2022 8:56AM in Agent Desktop 2 comments

Content

Greetings

The business requirement is to have a Survey emailed when the incident is marked Closed. Although the customized button from the Customer Portal page does change the status field in the Incident record, it does not trigger the existing business rule. The business rule will work if the status is changed from the Agent Desktop (which is expected). The Connect PHP is used for Mailings when the statuses are in other values. Can Connect PHP be used to send Surveys?

Thank you

Niven Surenthiran 

Version

Service Cloud

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