creating client feedback form to use in Salesforce

Question

Please help.

I am trying to determine what the ideal starting point for us to build out forms. For our client feedback forms, I want to store the form results in Salesforce and they need to relate to a client record. If I start as a form, I would use the form link to send an email to a client to fill In the form and have Nintex create the record in SF and pass the data through. How do I relate this new client feedback record to the parent record?

OR

It seems that I may need to start in Salesforce but forms are only available as a starting point or as a communication component which then requires it to be a task where the only recipient can be users of Nintex.

Separately, there is also Nintex Workflow for Salesforce Forms but how are we supposed to use this as the only app available is the doc generator for drawloop in Salesforce app exchange.

Thank you

leighburke · Accepted Answer

@ky1117sg Below are the options I would suggest:

Use a Salesforce button as the trigger and pass the parameters in the button(see below). You can then use these parameters(https://help.nintex.com/en-US/nwc/Content/Designer/Functions/getQueryStringParameter.htm) to get any additional details you need in your workflow and build a task form(https://help.nintex.com/en-US/nwc/Content/Designer/Actions/AssignaTask.htm) for the customer facing form. The same option could also be used with visualforce page or an iframe.

The other option would be triggering it based on a field change on the record(https://help.nintex.com/en-US/nwc/Content/Designer/Startevents/SalesforceEVENT-UpdateRecord.htm). So maybe a checkbox or something. You would just need to make sure this condition is something some can trigger. Like above you would use a task form and the Salesforce actions for updating.

leighburke · Answer

@ky1117sg What is the trigger that starts the process? Is this customer driven and where would the customer be accessing the form(Salesforce Community, company webpage), or something you would initiate on your end.

creating client feedback form to use in Salesforce

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