I'm working on rolling out a few changes to our Salesforce org and want to make sure that users can offer feedback as painlessly and conveniently as possible. They shouldn't have to switch tabs or compose a new email, or input any other information aside from their comment.
Ideally, a 'Comment' box and 'Submit' button could dwell right there in the sidebar itself. But, after some googling and brainstorming, I wasn't quite sure how to implement a solution that simplistic.
Instead, I found a workaround for the next best thing: a link to a popup form (created with Jotform, one of my favorite tools) that pulls in the user's email address from the url.
Here's how it turned out:
Designing my super simple form in Jotform. |
I customized the thank you page. |
I created my url - passing the current user's email into a field on my form, per this tutorial. |
The finished link |
The form pops up. |
The email notification that I receive when a user submits a comment with the form. |
All things considered, I'm content with this simple solution. It might not be the most elegant, but it's easy for users to use and easy for me to maintain/customize.
Win win.