简体   繁体   English

Salesforce,实施问卷调查

[英]Salesforce, implementing questionnaires

We have a customer who want to implement reasonably complex questionnaires in salesforce.我们有一位客户想要在销售队伍中实施相当复杂的问卷调查。 Currently they use excel spread sheets.目前他们使用excel电子表格。 The questionnaires will have text, multiple choice and yes/ no answers and they will want the ability for an admin user to add and remove questions, rules etc. The answers to some questions will mean other questions will or will not be asked.问卷将包含文本、多项选择和是/否答案,并且他们希望管理员用户能够添加和删除问题、规则等。某些问题的答案将意味着会或不会提出其他问题。 The answers will also be combined to produce a score for the user.这些答案也将被组合起来为用户产生一个分数。

I never even heard about Salesforce until yesterday.直到昨天,我才听说过 Salesforce。 I've had a look around their web site but can't find the page "Implement questionnaires like this."我浏览了他们的网站,但找不到“像这样实施问卷调查”页面。 Is this the sort of thing salesforce can do and if so please can you point me in the direction of the documentation for developing this sort of solution.这是 salesforce 可以做的事情吗?如果可以,请您指出开发此类解决方案的文档方向。

Thanks, Patrick谢谢,帕特里克

Salesforce doesn't provide questionaire or survey functionality on its own. Salesforce 本身不提供问卷或调查功能。 You could either develop your own solution using Visualforce and Apex , or use a partner application.您可以使用Visualforce 和 Apex开发自己的解决方案,也可以使用合作伙伴应用程序。 My company uses Zoomerang for Salesforce and it integrates nicely with Salesforce.我的公司使用Zoomerang for Salesforce ,它与 Salesforce 很好地集成。

I've implemented this successfully.我已经成功地实现了这一点。

  1. Create sObject that holds Questions创建包含问题的 sObject

  2. Create sObject that is junction of question and user called "Answer"创建作为问题和用户的连接点的 sObject,称为“答案”

  3. Create visualforce page that displays questions and allows the user to input answers.创建显示问题并允许用户输入答案的 Visualforce 页面。

You should check out AppExchange - http://appexchange.salesforce.com/results?type=Apps&keywords=survey您应该查看 AppExchange - http://appexchange.salesforce.com/results?type=Apps&keywords=survey

In case it's not obvious, It's the Salesforce.com app store :)如果它不明显,它是 Salesforce.com 应用程序商店 :)

I would recommend to use the LWC component for this or you can achive this using flows in salesforce .我建议为此使用 LWC 组件,或者您可以使用 salesforce 中的流来实现。 This will provide a very good User interface and very interactive.这将提供一个非常好的用户界面和非常互动的。 You need: 1. create objects 2. refer the trailhead trainings for lwc - it explains very well您需要: 1. 创建对象 2. 参考 lwc 的起点培训 - 它解释得很好

声明:本站的技术帖子网页,遵循CC BY-SA 4.0协议,如果您需要转载,请注明本站网址或者原文地址。任何问题请咨询:yoyou2525@163.com.

 
粤ICP备18138465号  © 2020-2024 STACKOOM.COM