Administrating the process of visiting clients at home is extensive because the survey question changes every year. This results in a vast amount of data that needs to be aggregated and the need of a process that is flexible to manage all kinds of question types. This requirement forced us to deal with Salesforce limitations regarding the maximum number of fields per object.
To fulfil the requirement of having the ability to (1) create and maintain the questions and its business logic themselves and to (2) make this tool generic and future proof for similar processes, Zorgkantoor decided to invest in creating a custom generic Question Engine using standard Salesforce. With this Salesforce app, build using Flow builder and without code, a user can create and maintain vast number of questions and answers.
The question types that are possible consist of multi-select, picklist, optional or mandatory type answers or open answers. The Question Engine can provide questions each step of the process. Given answers drive questions that steer other questions or answers. To deliver new complex functionality that needed to be in use within months was a challenge, but to make it generic was even more difficult. Despite the challenge, we delivered within the time frame and within budget.