The following document will go over optional configurations within process builder for our salesforce integration.

Requirements

  • This feature is only available on Growing Business and above Plans

  • In order to access this feature you would need to activate the 'Salesforce' bolt on from our Subscription page which you can find here.

Instructions

Create actions using Process Builder

For example

  • Create a case when a negative review is received.

  • Send an alert when a negative review is received.

  • Post to a Chatter Group when either a negative or positive review is received.

  • Add an Account Contact to a Marketing Campaign when a positive review is received.

  • Invite a Company Review when a Case is closed.

  • Invite a Product Review when an Opportunity is closed won or an Asset is created.

Follow these steps to create a flow using Process Builder to create a case when a negative review is received.

  • Create a new flow in Process Builder

  • Add the Review Object:

  • Add criteria of Review Value is 1 or 2:

  • Select and define an action to create a Case with your required field values.

  • Activate the flow.

You can include other Salesforce action types such as Email Alerts:

Or Post to Chatter:

Use Process Builder to create a flow that includes an Email Alert action:

Specify REVIEWS.io Template and pass Branch and Order Id

Set the custom fields REVIEWS.io Template Id, REVIEWS.io Branch and REVIEWS.io Order Number on the opportunity to specify a particular REVIEWS.io Email Template and pass Branch or Order Id to be used in the template.

  • Invite the company review by calling the Apex class Reviews_IO__ReviewCmpInviteV6

  • Set the Apex variable Id to the Opportunity Id:

  1. The process flow will send the company review to the Opportunity Contact Roles specified in the REVIEWS.io Credentials Contact Type setting:

Available values are:

  • Primary: The review invitation is sent to the Primary Contact.

  • Selected: Contacts with the custom checkbox ‘Invite Review from Process Flow’ set to true will receive an invitation. This is the default.

  • All: All Opportunity Contact Roles receive a review invitation.

You can also use the Apex class Reviews_IO__ReviewCmpInviteV6 to send Product or Company Reviews. The Opportunity Products will be used for the Product Reviews.

Send a Company Review Invitation from a Process Builder flow based on any object that has a Contact

  • Update the Review Template Id on the contact if you want to specify a REVIEWS.io template, otherwise the default template will be used:

  • Call the Apex class Reviews_IO__ReviewsInviteContactAsync. Set Apex variable contact to the contact available on the object:

Salesforce Support Enquiry Form

Need more help?

If you have any specific questions or require any further help, we have also created a Salesforce & REVIEWS.io support form.

Please click here to log a support ticket for Salesforce REVIEWS.io Integration (Google Forms)

Did this answer your question?