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Alex AndradeAlex Andrade 

Survey based on Opportunity object

Hi everyone,

Nowadays we've a trigger that fires an email to alert to send a survey to the customer 15 days after opportunity is Closed > Won. The next procedure we have is to go to google forms, send the surveys, get response/responses and import csv via dataloader. It's a simple survey with a 1 to 10 radio button field and a comments text area.

Already created in the Opportunity object, 2 custom fields (OPP Survey rating and OPP Survey comments), and we want to get those fields automaticaly populated once the person who received the survey responds to it.

Which is the best way to accomplish the above mentioned scenario?

Thanks in advance for any ideas.




 
Ravi Dutt SharmaRavi Dutt Sharma
Hey Alex,

What does the csv contain? Does it contain the value for OPP Survey rating and OPP Survey comments?
Alex AndradeAlex Andrade
Yes. The csv contains the following info: OPP Name, OPP Survey rating (numeric result form 1 to 10), and, if any comments posted by the customer, the OPP Survey comments (text-area).
 
Ravi Dutt SharmaRavi Dutt Sharma
So you can schedule the import of this file on a daily basis. I am assuming there would be one csv per day. If there are multiple csv's generated in a day, you can write a java program which will read all the csv's generated in a day and combine the content into one single file. The scheduling of the import can be done in two ways.
1) Using CLI dataloader : https://help.salesforce.com/apex/HTViewHelpDoc?id=using_the_command_line_interface.htm
2) Using Dataloader.IO : https://dataloader.io/scheduling
Data Loader 5Data Loader 5
Another free service which allows to import data from CSV to Salesforce custom fields is Skyvia's Salesforce data loader (https://skyvia.com/data-integration/salesforce-data-loader). Import can be easily sheduled for automatic execution with flexible settings. Also you can store CSV files on FTP or cloud file storage services such as Dropbox, Google Drive, or Box.