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How To Create Your First Survey Using Salesforce Surveys

• Getting Started , Setup & Admin
• February 28, 2018

min. reading

Salesforce Surveys is now available with the Spring ’18 release ! This new feature allows you to create easy-to-use forms for collecting feedback and data by using a simple editor. All the survey data you collect is stored within your org. You can then use Salesforce to view survey data, create reports and dashboards, and share insights with your company. I’m going to walk through how to enable, customize and activate your first Salesforce Survey.

Availability

Salesforce Surveys is available by default in: Developer, Enterprise, Performance, and Unlimited Editions with Health Cloud. If you have Developer, Enterprise, Performance, and Unlimited Editions without Health Cloud, you can still create a one survey for no additional cost. However, if you want to create multiple surveys, there’s an additional fee.

1. Enable Surveys within your Org

Navigate to Setup > Feature Settings > Survey > Survey Settings and toggle the setting to Enabled

2. Give users permission to create surveys

Now that you have enabled Surveys within your org, you will need to give users permissions to create surveys. According to the Salesforce documentation , there should be a permission set called Survey Creator , which you can clone. In my testing, I haven’t seen this permission set available. So, you will need to create your own permission set and give users Read, Create, Edit, Delete permissions to the Surveys and Survey Invitation objects.

Assign the new permission set to the users who will create surveys.

3. Customize your start page

When you create a survey the first page that appears in the start page . This will be the first thing your respondents see when clicking on the survey link. You can add some header text and a description for your survey.

4. Add your Questions

You can choose from 5 different question types when creating a survey:

• Radio: Only one answer can be selected
• Multiple: Multiple answers can be selected
• Text: a free-form text response
• Rating: a custom rating from a scale
• Date: a date from a calendar

To add a question, click the add a question button and select your question type. You will be prompted to enter your question, an optional description, and any values depending on the field type you selected.

You can turn off the description by click the “x” in the top right corner of the description box or by clicking on properties and unchecking description . The properties box is also where you can mark the field as required. By default none of the questions are marked as required .

Questions are listed down the left sidebar. You can also click on a question within the sidebar to copy or delete the question.

6. Update the ‘Thank You’ Page

Click on the last card in the sidebar to customize your ‘thank you’ message.

5. Customize the survey to match your brand

Click on the paint brush icon to update font colors, button colors, background images and colors. If you choose to upload a background image the image size cannot be more than 750KB .

Font sizes and font families must be updated using the WYSIWYG editor provided for each question, thank you page and start page.

6. Activate it!

When you’re happy with your Survey or if you want to test it, click the activate button in the top right corner of the page.

7. Get your link and send out your Survey

Click on the Send tab to get the link of your new Survey. Select whether you want to send your survey to participants within your company or outside your company. To enable participants to take the survey without logging in, make sure that you have Communities are enabled in your org and public access is enabled for the community.

Select anonymize responses if you want to participants to take the survey without revealing their name or other identifying information.

Select let participants see their responses if you want to allow participants with Salesforce accounts in your org to access their response records after completing the survey.

8. View the responses

Survey responses can be viewed by clicking on the analyze tab within the survey builder.

If the Analyze page in the Survey Builder doesn’t give you the information that you need, you can create a custom report type for survey responses.

Send me a tweet @jennamolby , or contact the Sercante team for help.

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Jenna is a Marketing Operations leader with over 10 years of experience working with both enterprise organizations and start-ups. She started her career as a consultant, helping B2B and B2C clients get the most out of Marketo, Pardot, Marketing Cloud and Salesforce. She then moved in-house, working with B2B SaaS companies, helping them build their sales and marketing technology stacks and processes from scratch.

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Salesforce Surveys Overview: How To Create And Send Surveys In Salesforce

• Post author: Suraj Tripathi
• Post published: November 9, 2020
• Post category: Salesforce
• Post comments: 0 Comments

Sharing is caring!

Undoubtedly, customer experience and customer satisfaction are two cornerstones to compete and survive in today’s market. Do you want to know how you can provide the best and compelling customer experience across all touchpoints? This is where Salesforce Surveys comes into the picture. 

Surveys in Salesforce are a powerful tool to collect feedback and data from your users or customers and supercharge your customer experience by using a simple editor. It provides you with a wide range of out-of-the-box features and functionalities to make excellent and easy-to-use forms for collecting feedback and data from your clients. The survey data that you collect from the users is stored in your Salesforce org. You can then use Salesforce to view survey data, create reports and dashboards, and gain data-driven insights across organizations. 

Steps To Send Survey In Salesforce

Salesforce survey empowers the Salesforce users to create complex surveys using a simple editor within your Salesforce Org. This functionality can be leveraged by Sales or Service Cloud customers to receive 300 survey responses before any additional purchase is required.

Prerequisite To Send Salesforce Survey

Step 1: Setup Community Domain name and create a Community.

4. If a Survey object is not visible for a user, then create a Permission set, provide access to the Survey object and then assign it to the user.

Step 2: The Survey that is created can be added to the Dashboard if required, as it is shown on the Home tab.

Introduction To Salesforce Survey Data Model

Once a Survey is created by the Admin, it can be used by any user or customer. A survey Invitation needs to be created, whose link will be sent to the Customer. These created links can be sent directly to the Customer or automated to be sent via flow or Process Builder or Workflow.

Other than the Salesforce Survey, there are various applications present in Salesforce Appexchange that allow users to create, map the response to Standard and Custom Objects, and provide follow-up for the Critical response. Some of the Salesforce AppExchange Applications will be discussed later in this blog.

Steps To Create Surveys From Survey Builder

Step 1: Go to the Survey object and click on the New button.

Select the recipient type.

Survey invitations can be sent only to leads, contacts, and users.

Recipients can be selected based on the object, which is associated with the process.

Select your invitation settings.

Click on the Save button.

Best Salesforce AppExchange Survey Applications

Here is the list of best Salesforce Surveys Applications available on the Salesforce AppExchange marketplace that can be used to raise the bar on customer experience.

SurveyMonkey

Survey responses will be mapped to either a standard object or a custom object.

Workflow created can be automatically sent to the survey after specific interactions such as when a case closed or opportunity is lost.

Key stakeholders will be notified of feedback for better customer relationships.

Feedback provided by the customer can be seamlessly analyzed with Salesforce Reports and Dashboards.

Text Analytics can be used to identify Keywords.

Simple Survey

No Integration Required; everything resides in Salesforce.

Create automated customer feedback surveys to send surveys after specific conditions such as case closure, project milestones, or follow-ups.

Responses can be analyzed through Survey Insights (open beta).

Packaged reports & dashboards measure Response Rates, Average Scores, NPS, and Leader/Slacker boards.

SurveyVista

Provides you with 25+ Question Types including Net Promoter Score, Rich Text, Signature, and Consent

Send surveys via process builder after specific interactions such as case closed or opportunity lost.

Send Surveys to emails, users, contacts, and standard/custom object records.

Response mapping can be done to modify surveys and Form data into the Salesforce data that can be used to gain invaluable insights into the customer’s needs.

Tracking and improving customer satisfaction isn’t an easy task. When it comes to providing the best and personalized customer experience, Surveys in Salesforce would be an ideal option to get real-life answers and opinions from the customers and provide them with the right tools to always stay ahead of customer expectations.

If you need any help or guidance in setting up and creating Surveys in Salesforce, get in touch with the best Salesforce consulting company . The team of certified Salesforce consultants at Cloud Analogy can help you in every aspect of the Salesforce Survey and help you achieve functional efficiency with Salesforce. Hire the best Salesforce Consulting company now!

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About 10 mins

Learning Objectives

Salesforce einstein 1, sales and service cloud events, test and improve your journeys, set clear objectives, personalize your messaging, optimize send days and times.

• Challenge +100 points

Gather Customer Feedback with a Survey Journey

After completing this unit, you’ll be able to:

• Actively retain your customers.
• Build a survey journey using Journey Builder and Service Cloud.

Journey Builder helps you connect with your customer at different points in their journey, but why limit yourself to a single phase of the customer lifecycle? This unit helps you integrate other Salesforce products, specifically Sales Cloud and Service Cloud, into your customer journey to address the full spectrum of customer interactions. Let’s take a look.

Sales and Service Cloud Events require Marketing Cloud Connect implementation. This implementation maps Sales and Service Cloud information to Marketing Cloud Engagement information and permit the necessary updates. Review the Marketing Cloud Connect documentation for more information. 

Journey Builder uses the Salesforce SOAP API to perform three actions in Sales Cloud and Service Cloud.

• Create —The activity creates a new object in Sales Cloud or Service Cloud.
• Find and Update —The activity uses an Account ID value to look up the correct record and update attributes.
• Simple Update —The activity updates information on the specified Account object.

Don’t let the API mention scare you—you don’t actually write code to make these actions happen. Instead, just move an activity to the Journey Builder canvas to perform actions like these examples.

• Create a lead when a Marketing Cloud Engagement contact enters a journey.
• Update a lead based on engagement within a journey.
• Create a CRM contact record when a Marketing Cloud Engagement contact reaches the activity.
• Update a CRM contact record with Marketing Cloud Engagement contact data.
• Update a custom object based on engagement within a journey.
• Create a task when another object, such as a lead or contact, enters a journey.
• Associate a case or task to an account.
• Update a task based on a contact or lead's response in a journey.
• Update a person or business account.

Let’s get back to Leung Chan and Get Cloudy Consulting. Leung is working with her fourth new client in a busy month—a restaurant client who uses Sales Cloud and Service Cloud, in addition to Journey Builder in Marketing Cloud Engagement. This client uses Service Cloud to handle customer feedback and issues. Typically, their customers answer a survey about their latest experience via a code or link on their receipt. When they complete the survey, Journey Builder captures their email address and sends them a thank-you note. Leung includes personalization in the message to prompt more responses. The client’s SMART goal is to have 25 percent of customers respond to the survey in the next 6 months.

Recently, the client decided they were going to use a random split to send a 10 percent off coupon to customers who responded to the survey.

Now, however, the client needs Leung’s help to get fancy. Some of the survey results indicated less-than-satisfied customers, and the client wants to create tasks for their customer service reps to reach out.

Before they build the journey, Leung gathers some important content and information.

• An apology message that references a possible customer service followup
• An account ID for the client’s Service Cloud account
• The owner ID for the lead customer service representative in the Service Cloud account
• The ID value for the reengagement campaign
• A subject line for the new task
• Coupon codes for free meals

Leung plans out a journey that identifies surveys that scored low and automatically refers them to a task in Service Cloud. These tasks are divided among customer service representatives who can contact the customers to learn more about their experience and offer them coupon codes. Here are the steps that Leung takes.

• In Journey Builder, drag a Sales and Service Cloud activity into the journey.
• Click Create New .
• Set the Priority field to High .
• Set the Status field to New .
• Set the Assigned to ID field to the owner ID value.
• Set the Related to ID field to the reengagement campaign ID value.
• Set the Subject field to Re-Engagement Opportunity .
• Name the activity Failing Responses and click Save .

The customer service representatives then take the cases and work with the customers regarding their survey responses. 

Just as important as addressing customers who’ve had a poor experience is engaging with customers who’ve had a great experience! Remember that satisfied customers aren’t just reliable customers—they can also be messengers that share your good word to their friends and family. As part of your engagement and retention efforts, consider including social media links in your messaging. Or offering rewards for bringing in new customers. With that, here are a few final tips to keep in mind as you build your journeys.

Marketing Cloud Engagement captures so much information about your customer demographics and behavior. Use this information to your advantage! This information, in addition to the open, clicks, and forwards data from email messages, helps you create more effective journeys.

Plus, testing helps you learn which messages perform better—which is why more advanced journeys include random splits to test different messages.

Not every customer is on the same journey, and not every customer interacts with you at the same time and place. Create several journeys for your customer, and make sure each one has a singular focus. Things get too complicated if you try to make the same journey handle both a 10 percent increase in subscribers and a 15 percent increase in existing customer retention. Give each journey a single reason to exist and focus on the most important information and calls to action. This strategy keeps you close to your goals and aids in optimization and effectiveness. You can also chain these journeys together later as necessary. It’s just like playing with building blocks, but with a lot more subscribers.

After you establish your initial goal, you can start filling in the details and methods from there. Think of this organization like a pyramid—your goal is at the top, and you build the foundation with content and data that ultimately get you where you want to go.

This principle isn’t specific to Journey Builder, but it does apply directly to all the content you include in your journeys. Marketing Cloud Engagement gives you access to a host of tools to insert personalized content into messages and landing pages, so use it! You can tailor content based on age, location, purchasing behavior, and other data points to make the best use of your messaging opportunities.

You can also consider adding social media to your journeys via Advertising Studio. This feature targets your audience (matched by email addresses) with ads designed to bring contacts into specified journeys. This channel represents another opportunity to interact with your contacts. Just create the audience and the content, begin the campaign, then evaluate the results and move to the next level!

Because nobody gets up at exactly the same time and checks their email immediately, you need to pay attention to when and where your customers actually interact with you. If you notice your customers are more likely to act on email messages in the early afternoon, time your sends to occur during that time. For example, you can set a Wait Activity to conduct the send at a specific time.

Marketing Cloud Engagement also offers Einstein Send Time Optimization to help you determine these times and dates. Use AI to evaluate all of your send data and suggest exactly when to send. Contact your Marketing Cloud Engagement account manager for more information on enabling this feature.

Pay attention to the amount of time between sends as well. Nobody needs to be reminded of an email offer the next day (unless, of course, the next day is an expiration date). Give your customers enough time and space to interact with you as a natural part of their customer journey. This principle gives you the best engagement without pressuring the customer unreasonably.

And with that effort, yet another customer journey begins! Remember that as one journey completes, smart marketers already have the next journey planned and ready to go.

• Salesforce Help : Sales and Service Cloud Activities in Journey Builder
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Intelligent Service Operations

Drive operational efficiency and productivity with AI-powered insights directly integrated within the Einstein 1 Platform . Empower teams to make faster decisions and deliver experiences customers love with feedback, reports, analytics, and insights right in your service team's flow of work. Streamline your service department and meet your KPIs with intelligent service operations.

What can you do with your new service operations software?

Reduce costs, streamline processes, and deliver better service.

Deliver fast, efficient service with data-driven, actionable insights.

Service intelligence, service performance dashboards.

Get a complete view of your key business metrics in one place. Analyse trends, review productivity, and identify areas of improvement. Provide service leaders with visibility into KPIs like CSAT, average time to close, total escalated cases, and more. Track routing efficiency and agent performance across channels. Empower agents with a snapshot of their caseload and KPIs to prioritise workload more effectively.

Embedded Insights

Save time and improve customer satisfaction with calculated, actionable insights right when you need them. Help your agents be more proactive with AI-powered predictions like propensity to escalate or time to resolve. Insights like these allow you to view and take action on operational performance metrics, boost agent productivity, and drive customer loyalty.

Unified Data

Unify and harmonise all of your internal and external customer data with Data Cloud. Unified profiles allow you to better engage with customers based on their individual needs and preferences. Deliver intelligent service when you unlock deeper insights and take action in real time with AI and automation, grounded in trusted customer data.

Continually improve service delivery.

• Einstein Conversation Mining

Automatic Transcript Analysis

Save time and avoid manual transcript review with insights into the top drivers of support volume. Use machine learning to analyse transcripts and extract common topics and contact reasons, then find opportunities for greater efficiency by understanding support performance per contact reason.

Conversation Analytics Dashboard

Enable service leaders to visualise common contact reasons by support volume and critical KPIs. Segment support conversations using contact reasons and other key data points to find insights and trends.

Einstein Bot Automation

Build smarter bots that solve for your customers' top needs. Prioritise the highest impact opportunities for automation based on duration and volume per contact reason. Train intelligent intent models and create new dialogs directly from your conversation data.

Drive efficiency in the field.

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Quickly assess the impact of global or in-day optimisation on travel time and resource utilisation using real-time data. When refining your scheduling policy, get an instant view of optimisation results and KPI changes.

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Respond to urgent work, emergencies, and more by controlling and reserving service resource capacity based on dynamic priorities. Ensure tasks are evenly spread over time to meet SLAs and revenue goals by enabling smarter resource allocation. You can set precise limitations for various work streams, making it easy to manage and optimise your workforce based on factors like location, work type, and timeframe.

Improve customer experiences with unified feedback data.

Feedback management, any-channel surveys.

Drive customer loyalty by capturing contextual feedback with personalised surveys. Quickly design and deploy branded surveys directly in Salesforce using preformatted question types and advanced branching logic to get to the heart of customer sentiment. Automatically deliver a survey after a service interaction across any channel — from email, chat, SMS, WhatsApp, and more.

Customer Lifecycle Maps

Unlock meaningful insights by tracking CSAT and net promoter score across the different stages of the customer lifecycle. Trigger automated surveys at key moments when feedback is most valuable. Unify your feedback data with Salesforce data to derive actionable insights that can help you improve the customer experience.

Survey Analytics Dashboard

Track relationships over time and analyse survey data in the context of your business. Benchmark success by following survey trends and response rates. Analyse metrics by channel or demographics to find actionable insights. Agents can even view their past survey results to track the progress.

Take a tour of the #1 AI CRM for service.

Find out how Service Cloud helps you deflect 30% of cases and deliver value across your customer journey with CRM + AI + Data + Trust.

Complete your service operations solution with products from across Customer 360.

Deliver proactive service with a single, dynamic view of every customer by unifying all your data across your business.

CRM Analytics

Make faster decisions using intelligent recommendations and actionable insights from Tableau.

Survey employees and customers to surface trends and take action with your CRM data.

Customer Service Automation & Process

Scale support and boost customer satisfaction with personalised, smart, data-driven automation.

Service Operations Pricing

Start by selecting your Service Cloud edition. Then, add on Service Operations capabilities at these price points.

Improve service with actionable insights and AI-powered recommendations.

• Out of the Box Dashboards
• AI-Powered Insights

Service Intelligence + Tableau

Supercharge service with AI insights, recommendations, and data exploration.

• Deep Data Exploration

Survey Response Pack

Deepen relationships with contextual feedback.

• Salesforce Surveys (1,000 responses)
• Customer Lifecycle Analytics (add-on)

Feedback Management - Starter

Improve customer experiences with unified feedback.

• Salesforce Surveys (100,000 responses)
• Post-Chat Surveys
• Merge Fields & Data Mapper

Feedback Management - Growth

Automate and analyse feedback at every stage of a customer journey.

• Unlimited Responses & Post-Chat Surveys
• Customer Lifecycle Analytics and Maps

This page is provided for informational purposes only and is subject to change. Contact a sales representative for detailed pricing information.

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In the world of e-learning, providing a seamless and engaging experience for learners is crucial. One important aspect of this is the functionality of quiz reset within the custom learning management system UI for learners. In this blog article, we will delve into how we can implement ALM quiz resets for end users.

ALM Quiz – Allowing Learners to Reattempt Quizzes at Module Level in custom ALM UI:

• How to reset the modules in ALM nataive UI?
• Sign in as Admin
• Navigate to course -> view course -> go to learners -> select learner -> actions -> click on reset modules

Prerequisite to reset the module:-   Do not enable the reattempts at course or module level if we want to provide ability to reset the modules specifically ALM quiz since we don’t get the re-attempt options in player.

If we enable to re-attempts at course or module level then the module reset option(both via UI or API) will not work especially for quiz module. Resetting from UI/API provides the learner with an extra attempt if all attempts are exhausted.

Solution for implementing a similar reset functionality in custom user interface of your own –

• loResourceId

– The API endpoint shown above should be utilized to create a reset button for end users.

– We suggest maintaining a permanent reset button on the module overview page. This will provide users with the flexibility to reattempt the module at their convenience. The rationale behind this recommendation is that users may need to retry the module if they fail, regardless of whether they choose to restart on the same day or the next.

– Relying solely on the LOresourceGrades data from the API may not be ideal, as there are no specific indicators to signal when a user has failed an attempt.

– Either keep the reset button permanently accessible or implement a counter on your end to limit its usage. This approach mirrors the functionality of reattempting in ALM.

Conclusion: Enhancing the learner experience in ALM quizzes and surveys is a continuous process. By addressing challenges such as making enabling reattempts at the module level, organizations can create a more engaging and effective learning environment.

————————————————————————————————————– #Headless LMS #ALM #Custom web UI #API implementation #Course #Quiz #reattempt #reset #Adobe learning manager custom web page #HLMS #How to reset?

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Check out the Summer ’24 release notes for a list of new features and available updates.

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Product Area

Feature impact.

• Surveys Data Model
• Compare the Supported Capabilities for Each License
• Survey Response Pack License
• Feedback Management - Starter License
• Feedback Management - Growth License
• Feedback Management Implementation Guide

Enable Surveys and Configure Survey Settings

• Assign User Permissions
• Permissions to Create and Send Surveys
• Assign Permissions to Respond to Surveys
• Assign Permissions to Guest Users to Respond to Surveys
• Assign Permissions to Translate Surveys
• Add the Survey Invitations and Responses Related List to Object...
• Add the Survey Invitations Related List to Standard Object Record...
• Add a Survey to Any Lightning Record Page
• Add Topics to Survey Records
• Encrypt Survey Fields
• Send Surveys to a Different Salesforce Org
• Survey Objects for Report Types
• Create a Custom Report Type to View Survey Scores
• Create a Custom Report Type to View Related Record Details
• Analyze Survey Responses in Custom Reports
• View the Usage of Survey Responses
• Create a Standard Survey
• Create a Basic Survey
• Survey Question Types
• Survey Question Properties
• Insert Responses from Previous Questions
• Create a Survey from a Copy
• Create a Survey Version
• How Ranking Questions Work
• Enable Auto-Progress to the Next Survey Page
• Show Questions Based on Responses to Questions on the Same Page
• Show Survey Pages Based on Responses
• Show Survey Pages Based on Merge Fields
• Select the Access Level for Merge Fields
• Configure Variables for Merge Fields
• Insert Merge Fields
• Preview Surveys to View Merge Field Values
• Configure Attachment Questions
• Create Surveys That Participants Can Complete from the Email...
• Validate Short-Text Responses
• Create a Data Map for Survey Responses
• Create a Timeline to View Survey Responses
• Create a Data Map to Get Alerts
• Create Alerts for Survey Responses
• Create Data Maps to Send Custom Notifications Based on Survey...
• Show Survey Progress to Participants
• Customize the Thank You Message
• Link to Webpages from the Thank You Page
• Add Custom Branding to Your Surveys
• Insert Images in Survey Pages
• Survey Language for Participants
• Specify the Survey Language for External Participants
• Define Default Settings
• Share and Grant Access to Surveys
• Delete a Survey
• Send Survey Invitation Links
• Set Up Salesforce Email Composer to Use with Surveys
• Email Survey Invitations to Individuals
• Email Survey Invitations to a Group of Participants
• Customize the Survey Invitation Email Templates
• Add the Send Survey Action to Object Page Layouts
• Send Survey Invitations with the Send Survey Action
• Send Survey Invitations Using Process Builder
• Send Survey Invitations Using Flows
• Send Surveys to Digital Engagement Channels by Using a Flow Action
• Generate Survey Invitations for Contacts, Person Accounts, and Leads
• Share a QR Code that Contains a Survey Invitation Link
• Gather Feedback at the End of a Messaging Session
• Use Rules to Target Survey Participants
• Share Surveys Through Chat or a Web Page
• Gather Feedback at the End of a Customer Support Chat Session
• Considerations for Sending Email Invitations to Gather Feedback on...
• Send Surveys During a Marketing Campaign
• Set an Expiration Date for Your Survey Invitation
• Discover Ways to Help Improve Survey Response Rates
• Use APIs to Get Responses from Unauthenticated Guest Users
• Create Standard Surveys With Generative AI
• Translate Surveys With Generative AI
• Share Surveys with Users
• Share Survey Invitations with Users
• View the List of Users with Survey Access
• Relate Records to Survey Invitations and Responses
• Create a Scheduled Reminders Permission Set
• Enable Scheduled Reminders
• Create Scheduled Reminders
• Track Satisfaction Across a Customer's Lifecycle
• View Survey Response Data
• Export Survey Responses
• Create an AWS Account and Assign Permissions
• Create a Named Credential
• Enable Sentiment Insights
• Create Survey Data Maps for Sentiment Insights
• Use the Perform Survey Sentiment Analysis Flow Template
• Use the Perform Survey Sentiment Analysis for User-Selected Question...
• Use a Flow Action to Get Sentiment Insights
• Create Use Case Configurations for Entity and Keyphrase Extraction
• Create a Flow to Activate Natural Language Processing Services
• Get Natural Language Processing (NLP) Insights
• Enable CRM Analytics
• Assign Customer Lifecycle Analytics Administrator Permissions
• Assign Customer Lifecycle Analytics User Permissions
• The Data Needed to Create the Customer Lifecycle Analytics App
• Set Field-Level Security to Enable Creation of the Customer...
• Set Up Engagement Channel
• Create and Share an App from the Customer Lifecycle Analytics Template
• Schedule the Dataflow for the App
• Understand Customer Lifecycle Analytics Limitations
• Configure Feedback Scorecards
• In-App Dashboards
• Embedded Dashboards
• Customer Lifecycle Analytics Base App
• Surveys FAQs
• Surveys Resources

Allow your users to create surveys and send them to participants by enabling the feature in Setup.

Required Editions and User Permissions

Watch this video to understand how to set up Feedback Management and give the necessary permissions to users.

Surveys are only supported in web browsers. Users can access surveys using Safari on iOS and Chrome on Android.

• From Setup, in the Quick Find box, enter Survey , then select Survey , and then select Survey Settings .

• To create surveys that are available to Experience Cloud site users and external unauthenticated users, select an Experience Cloud site.
• To allow survey owners manage and export survey responses, enable Survey Owners Can Manage Responses.

Assign the required permission set to the System Administrator profile.

• View and Edit Tab Settings in Permission Sets and Profiles
• Set Up and Configure Your Org for Experience Cloud Sites

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