Design and Distribute Surveys with Salesforce Feedback Management

非常に困ったチャレンジです。

[Design and Distribute Surveys with Salesforce Feedback Management](https://trailhead.salesforce.com/en/content/learn/projects/design-and-distribute-surveys-with-salesforce-feedback-management)



# cannot find "salesforce surveys advanced features" Salesforce Survey の高度な機能」が見つかりません。

+ [Enable salesforce surveys advanced features I am trying to complete the Survey Trailhead and am not able to create the permission set. In system settings I cannot find "salesforce surveys advanced features"](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007PwExA)

:::note
I had this same problem at my Playground. To solve this, I had to create a new Playground. Because I created my Playground some time ago, and I believe that the playgrounds created previously, are not updated with the new features of Salesforce.

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8vriSAB
:::


# Get Started with Salesforce Feedback Management
ああ、権限セットでいきなり　Salesforce Surveys Advanced Features　がない。

+ [I cannot find "salesforce surveys advanced features"](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000A8n7fSAB)
+ ['Salesforce Surveys Advanced Features' is missing from permission set](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000DdRUPSA3)
+ ['Salesforce Surveys Advanced Features' is missing from permission set.](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000A8vriSAB)

You need to have a license named Salesforce Feedback Management to be able to have access to Salesforce Surveys Advanced Features permission.
別途ライセンスがいる？る。

最近作った新しいプレイグランドを使っているよ。何だこりゃ。
ここで検証ボタンを押してみる。

**Whoops, looks like there was a problem. Please try again.**
**問題が発生したようです。もう一度お試しください。** 

他の環境にもない。この環境でsurveyの他のチャレンジは完了しているのに...
![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/8b739120-879c-63b9-d4fc-4f44dcab9cc7.png)

+ [Enable salesforce surveys advanced features I am trying to complete the Survey Trailhead and am not able to create the permission set. In system settings I cannot find "salesforce surveys advanced features"](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007PwExA)

:::note
I had this same problem at my Playground. To solve this, I had to create a new Playground. Because I created my Playground some time ago, and I believe that the playgrounds created previously, are not updated with the new features of Salesforce.

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8vriSAB
:::

# Add Merge Fields Within Your Surveys

otsubo20220531@fukadadenki.co.jpの環境で試しています。

Configure Merge Fieldsのセクションだけを実施して、確認ボタンを押すと
**We can't find a survey named 'Post-Chat Feedback'.**

Insert Merge Fieldsを実施して、確認ボタンを押すと
**We can't find a survey named 'Post-Chat Feedback'.**

考えたら保存してない。保存を押すと。

エラーになる。ああどんどんやる気がなくなる。
![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/c4a21fb6-4b8c-4bb6-204a-9e31a1669c2b.png)


ここからの説明は全く理解できません。しかたないのでスキップ。

18\. Click Thank You Page.
19\. Enter: Hope we were able to help you today. Thanks for participating!
20\. Click Save.

やっと保存できると思ったができない。

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/43f30c10-70da-3e65-93bb-c3dc06169900.png)

何にも指示がない。

仕方ないのでxxxとyyyを入力。　保存できたな。

ここでチェックボタンをクリック。

**We can’t find the Post-Chat Feedback survey with the CompanyName merge field inserted in the content.**

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/c288cbcb-2302-d6bd-6c44-13670843ce51.png)



13\. In the Org Variable field, select CompanyName.　が無いって言ってるのか？

残りを設定して確認ボタンを押したら終了しました。　だんだんやる気が失せてきた。

# Create or Update Records Based on Responses

何もせずに確認ボタンを押してみる
**We can't find a survey named ‘Post-Chat Feedback’ that is active. Make sure you create the data maps named ‘Post-support chat opportunity’ and ‘Post-support case escalation’ and then activate the survey.**


# Gather Post-Chat Feedback and Embed Surveys in a Website
Set Up a Survey for Web Chat Feedback

何もせずに確認ボタンを押してみる
**We can’t find the domain https://www.ursamajorsolarexample.com allowlisted for surveys.**

**Enter a valid domain name.** 何で？
![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/395c22cc-37d5-39eb-662a-ecfe87a24196.png)

3番目のチャレンジをせずに適当に設定した結果

**We can’t find a survey named ‘Post-Chat Feedback’ in the web chat service.**
やっぱり前の設定が必要そうだな。側だけでも作ってみるか。


[Gather Post-Chat Feedback and Embed Surveys in a Website: Survey Dropdown List Missing](https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000JdhQhSAJ)


# Create or Update Records Based on Responses

よく分からんけど、確認を押してみた。

**We can't find a survey named ‘Post-Chat Feedback’ that is active. Make sure you create the data maps named ‘Post-support chat opportunity’ and ‘Post-support case escalation’ and then activate the survey.**


アクティブな「チャット後のフィードバック」という名前の調査が見つかりません。 「サポート後のチャットの機会」と「サポート ケースのエスカレーション後のエスカレーション」という名前のデータ マップを作成してから、調査を有効にしてください。

アクテクブにしてみる。

**We can't find the Post-support case escalation data map in the Post-Chat Feedback survey.**

Your Trailhead Playground doesn’t contain the Agent Rating custom field. You can create it if you want to follow along with the next set of steps. You won’t be tested on these steps.

Trailhead Playground には、「エージェント評価」カスタムフィールドが含まれていません。次の一連の手順に従う場合は、これを作成できます。これらのステップではテストされません。

ってあったから作らんかったのに、この後は要るんかい。

一度アクティブ化したので、追加ができん。　もうこれは捨てよう。

適当に作ったけどダメみたい

**We can’t find a merge field for Birthdate in the Post-support case escalation data map.**


+ [Trying to complete the Create or Update Records Based on Responses challenge and I'm getting the following error.](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007UtiN4)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/9a9eb84c-eb1f-17ca-3734-b5428871f378.png)

:::note
I was finally able to pass that challenge. I needed it to activate it first.
:::

# Post Chat Settingsがない

+ [【未解決】Post-Chat Settings](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007O3WAkSAN)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/78b17670-6e4a-9e81-8411-87acd12c6626.png)


+ [Having problems with the Gather Post-Chat Feedback and Embed Surveys in a Website unit on the Design and Distribute Surveys with Salesforce Feedback Management](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007OYdRr)
+ [I cant see this "Select a Post-Chat Survey" when i am trying to set the Chat for surveys in my playgound org](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007Px6s2)
+ [I have problem seeing the post-chat feedback on the edit chat settings. i need help to complete the challenge](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007XI8GB)

:::note
I have just decreased the browser Zoom by clicking on Zoom-  and the look up field has shown the list of available surveys and I have selected the appropriate one.
:::

+ [I am currently busy with Advance settings Survey Data Mapping. I cannot find Agent Rating as an object to complete the mapping.](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V000076Bkpx)

:::note
This field does not exist, so you can safely skip this step.

Your Trailhead Playground doesn’t contain the Agent Rating custom field. You can create it if you want to follow along with the next set of steps. You won’t be tested on these steps.
:::

+ [Survey not visible in the Post Chat Settings](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007WeFgA)

:::note
So I kept zooming out and testing and had to zoom out to something like 50%, very tiny text, and it showed up. So I had not zoomed out enough I guess :).

そこで、ズームアウトしてテストを続け、50% 程度の非常に小さなテキストまでズームアウトする必要がありましたが、表示されました。だから、十分にズームアウトしていなかったと思います:)。
:::

+ [Gather Post-Chat Feedback: Survey Dropdown List Missing](https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000LIT9S)

:::note
On the edit chat settings page, try to zoom out your browser to 75% and then try to add the Post-Chat Feedback survey
:::