A common use of AskNicely is to send a survey when a Salesforce case is closed. This guide outlines two supported methods for triggering surveys at case closure—either through a daily report sync or using Salesforce Flows for more precise control.
✅ Option 1: Report Sync
Using Report Sync is a simple way to send surveys once per day to contacts whose cases have recently been closed. These surveys respect the Contact Rules you define for the report in AskNicely.
To ensure surveys are sent accurately:
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Make sure your report is time-bound, so contacts only remain on the list temporarily after their case is closed.
⚙️ Option 2: Process Builder / Flows
Salesforce Flows offer greater customization and real-time precision compared to Report Sync. They’re ideal if you want to trigger a survey immediately after a case is closed.
You’ll configure this on the Process Builder/Flows tab in AskNicely:
App Store > Integrate > Salesforce > Configure > Process Builder/Flows
Here are detailed articles to walk you through each step: