You can create a feedback chatter group for each connected Org to be easily notified of any new feedback. If your organisation is using our browser extension, then any feedback posted by your end-users will be posted into that chatter group.
- How to set up Salesforce feedback chatter group
- How to use the Salesforce feedback chatter group
- How to analyze and respond to feedback
How to set up Salesforce feedback chatter group
Select the Org Model for the Org in which you want to enable the end-user feedback (usually the Production Org). In the settings tab select "Set up Chatter group" as seen in the image below. This tab is only visible to Space Admins.
All you need to do is provide a name for your Chatter Group.
And that's it! Your chatter group has been created. You can click on the cloud icon to check it out in Salesforce.
The chatter group is created as private by default and the user whose account was used to authenticate the connection is made its owner. The owner must invite other users to this group or make it public for them to be able to see it.
How to use the Salesforce feedback chatter group
Whenever the end user leaves you feedback on any record page or field in that Org it will be automatically posted into that group. The system will use the group's owner account to post the updates.
The chatter group does not allow you to reply to end users, and any comments left in the group will not be posted back to them. This solution was designed to allow admins internal discussions and communication around raised feedback without it being posted back to the public feedback stream.
For example, if the feedback was left on a specific field the post will contain information about the object, the record type and field on which it was raised, who raised it, and the feedback itself. You will also find a link to the setup page for that item.
Any replies left by other end users on the original feedback will be posted as comments under this post (provided they are left in the same Org - as comments get shown across production and associated sandbox Orgs alike). The integration works one way, so if you leave any comments in the chatter group it will not post a response to the end user. For that you will have to go to setup.
How to analyze and respond to feedback
In order to do a more in-depth analysis of the end-user feedback not only on your Production Org but across all connected Orgs, compliance models, and process maps, use our feedback grid.
The feedback grid allows you to filter and search for end-user feedback across your entire Elements Space and raise user stories and business requirements from them to drive improvements.