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Setting up a Thermometer in Salesforce Classic

Salesforce Thermometers are typically added to Case Emails, to allow recipients to rate responses. They could also be added to other objects as required.

If used with Cases, see how to write back ratings against the Case here.

Create your Salesforce Embedded Thermometer

Create a new Embedded Thermometer.

Choose “Salesforce” from the i) Embedded Thermometer type drop down box:

Generate your embed code

Click the Generate embed code button. You will see a window popup.

Customize the Placeholder custom fields as you see fit, with additional Salesforce Placeholders. The ones shown by default will track recipients’ details.

Click “Generate HTML”. Copy the embed code to your clipboard.

Add Thermometer icons to a Salesforce Classic Template

Inside Salesforce, navigate to Administer > Communication templates > Email Templates:

Create a new Template:

Select “Custom”:

Give it a name and set the Template Information boxes:

Create your template, and paste in your embed code, copied from above, to add your Thermometer icons to the template. Customize as required:

Responding to Cases with requests for feedback in Salesforce Classic

With the feedback template now in place, agents can now respond to Case Threads, with a request for feedback in the signature area of each response.

Once inside the Feed, click the “Select a Template” button and respond to the thread:

You can also include Thermometer icons within Salesforce signatures but note that responses would be anonymous. Recipient details can’t be tracked within signatures.

Final steps

Once you’ve embedded your Thermometer into Salesforce, you’ll need to finalize your landing pages. You can enable a comment field, add your logo, customize the wording, and lots more!

Simply go to ‘Manage Thermometers‘, and click to edit your Thermometer. Our guide to Creating landing pages will take you through the options…and if you’d like some inspiration, take a look at our top tips for beautiful landing pages.

Don’t forget you can also enable instant email alerts, and set a lockout to prevent the same person responding more than once within a chosen timeframe.

Updated on September 28, 2020

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