Create actions using Process Builder

For example

  • Create a case when a negative review is received.
  • Send an alert when a negative review is received.
  • Post to a Chatter Group when either a negative or positive review is received.
  • Add an Account Contact to a Marketing Campaign when a positive review is received.
  • Invite a Company Review when a Case is closed.
  • Invite a Product Review when an Opportunity is closed won or an Asset is created.

Follow these steps to create a flow using Process Builder to create a case when a negative review is received.

  • Create a new flow in Process Builder
  • Add the Review Object:
  • Add criteria of Review Value is 1 or 2:
  • Select and define an action to create a Case with your required field values.
  • Activate the flow.

You can include other Salesforce action types such as Email Alerts:

Or Post to Chatter:

Use Process Builder to create a flow that includes an Email Alert action:

Specify REVIEWS.io Template and pass Branch and Order Id

Set the custom fields Reviews.io Template Id, Reviews.io Branch and Reviews.io Order Number on the opportunity to specify a particular REVIEWS.io Email Template and pass Branch or Order Id to be used in the template.

  • Invite the company review by calling the Apex class Reviews_IO__reviews5InviteCompanyReviewAsync.
  • Set the Apex variable Id to the Opportunity Id:
  1. The process flow will send the company review to the Opportunity Contact Roles specified in the Reviews.io Credentials Contact Type setting:

Available values are:

  • Primary: The review invitation is sent to the Primary Contact.
  • Selected: Contacts with the custom checkbox ‘Invite Review from Process Flow’ set to true will receive an invitation. This is the default.
  • All: All Opportunity Contact Roles receive a review invitation.

You can also use the Apex class Reviews_IO__reviews5InviteReviewAsync to send Product or Company Reviews. The Opportunity Products will be used for the Product Reviews.

Send a Company Review Invitation from a Process Builder flow based on any object that has a Contact

  • Update the Review Template Id on the contact if you want to specify a reviews.io template, otherwise the default template will be used:
  • Call the Apex class Reviews_IO__ReviewsInviteContactAsync. Set Apex variable contact to the contact available on the object:

Salesforce Support Enquiry Form

Need more help?

If you have any specific questions or require any further help, we have also created a Salesforce & REVIEWS.io support form.

Please click here to log a support ticket for Salesforce REVIEWS.io Integration (Google Forms)

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