0

I'm a new developer to the salesforce environment. I'm working on Live web chat configuration in service cloud and was asked to provide survey link at the end of chat. I'm trying to use a survey link on the "post-chat settings" on Embedded services->Chat Settings->Edit chat settings page. The option seems dis-abled.enter image description here

I have enabled surveys in my org and have a few default surveys which I'm able to access manually. Can someone suggest if I'm missing any configuration change or doing anything wrong..

Any help is highly appreciated.. :)

7
  • As per the documentation help.salesforce.com/… ,this feature is available with the Salesforce Feedback Management license. Can you ensure the license is available? Commented Nov 18, 2020 at 14:56
  • For more information on licensing see help.salesforce.com/… Commented Nov 18, 2020 at 15:03
  • @Swetha The links says to use the advanced features like merge fields in surveys we might need that license. Also, the help text beside 'survey' field(in the above screenshot) says I need to enable surveys in my org(which I did) and I need to allowlist my domain if I'm using my chat on the same domain. But allowlisting is disabled for me and says 'You don't have enough permission to use this feature'. fyi, I'm using the System Administrator profile.
    – satya
    Commented Nov 19, 2020 at 6:07
  • Where are you trying to allowlist the domain?Can you confirm it is on Setup>Session settings> Trusted Domains for Visualforce and Survey Inline Frames Commented Nov 19, 2020 at 11:11
  • Also, I rechecked the documentation help.salesforce.com/…. "Use Merge fields" is one of the capabilities of the Salesforce Feedback Management license. Doc also states "Gather post-chat feedback" (which is your requirement)as a capability that needs Salesforce Feedback Management license. Commented Nov 19, 2020 at 11:23

1 Answer 1

0

I would suggest you to check the permission set section given in second section of this module.

https://trailhead.salesforce.com/content/learn/projects/design-and-distribute-surveys-with-salesforce-feedback-management/get-started-with-salesforce-feedback-management

Hope This helps.

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .