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Setting up a Salesforce (Classic) Thermometer

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 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

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.

Updated on July 18, 2017

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