AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Salesforce Survey Sending with Marketing Cloud Account Engagement (FKA Pardot)

Simplified Salesforce Survey invite creation for Account Engagement emails

Overview

Are you using Salesforce Surveys and Pardot? Do you want an easy way to send unique Salesforce Survey links using Pardot's advanced email marketing capabilities while still seeing responses in Salesforce? If yes, this is the flow solution for you!

1 of 6

  • Quickly generate new, unique Salesforce Survey links from either Salesforce or Pardot.

  • Send those unique links using HML variable tags in Pardot emails, whether these are individual sends or mass, automated sends.

  • Simple setup and easily customisable for different surveys!

Gain deeper understanding into the efforts of your marketing team by capturing customer sentiment using Salesforce Surveys. Customer tastes are ever changing, especially in the marketing space. One of the most effective ways to stay on top of this is by incorporating feedback surveys as part of your marketing strategy. For example, following events or other major marketing activities. For Salesforce customers with both Marketing Cloud Account Engagement and Salesforce Surveys, use this flow solution to quickly generate unique Salesforce Survey links for your leads and contacts which can then be passed down to Account Engagement and sent via automated or manual marketing emails. Get the most value out of both products with minimal admin setup and maintenance! For Setup and User Guides, see the following document: https://sfdc.co/SFDCSurveyforMCAE

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

More from Salesforce Labs

  • Marketing Cloud Engagement Journeys for Salesforce
    by Salesforce Labs
    View the journey a contact, lead, case, or account is in, directly from Marketing Cloud Engagement. Give visibility to your entire company on how your customers are being contacted and make the right decision at the right time
    Marketing

  • Issue Box
    by Salesforce Labs
    Issue Box allows users to report issues along with critical session details. The user will add additional details about the error and, once saved, a Chatter alert will be sent to the admin.

  • Checklist Manager
    by Salesforce Labs
    Checklist manager is a lightning component which is used to show a checklist (to-do list) of action items on any object record page.
    Feeds

  • Recruiting Manager
    by Salesforce Labs
    Recruiting Manager for AppExchange offers a structured, consolidated way to track and manage the recruiting process, so organizations have easy access to information about openings, applicants, candidates, and hiring goals.
    Human Resources

  • Multi-Org Security Summary
    by Salesforce Labs
    Analyze and manage security across all of your Salesforce Orgs. Multi-Org Security Summary gives you the ability to manage and support security settings across multiple environments natively on Salesforce.
    IT Management

  • Analytics Adoption Metadata
    by Salesforce Labs
    Analytics assets linkage Dataset metadata Row counts in datasets
    Analytics

  • Procurement
    by Salesforce Labs
    Procurement for AppExchange enables companies to standardize purchase requests, streamline purchasing processes, and gather data to support requests for preferred pricing from vendors.
    Finance

  • Einstein Intent Assessor
    by Salesforce Labs
    This Einstein Analytics template helps you visualize the accuracy of you Einstein Language Intent Models. You can quickly identify specific labels and utterances your model is struggling to classify.
    Admin & Developer Tools

  • Quick Add Junction Records
    by Salesforce Labs
    Users can add multiple records in one go to any Junction object with this component given that there is a junction object connecting two objects with a Master-detail relationship.
    Admin & Developer Tools

  • Charity Commission Search
    by Salesforce Labs
    A simple flow to allow users to query the Charity Commission API and update their Account details with information found there. In addition a hyperlink on Account will then that the user to the relevant page on the Charity Commissions website.