Salesforce Surveys enables us to create forms using a simple editor within Salesforce Org. The customer or user feedback we capture is stored in Salesforce, readily displayed as reports and dashboards. Salesforce Survey is available in Health Cloud & Financial Service Cloud otherwise its paid.
To Create Survey :
First we have to Enable the Survey.
Step 1 : In Setup, enter Survey in the Quick Find box, select Survey, and then click Survey Settings.
Step 2 : Enable Surveys.When we enable Surveys, two sample surveys are added to Salesforce org.
Step 3 : Navigate to App Launcher and search for Survey.
Step 4 : Open Survey Object –> Click New
Every Survey would have below three options:
- View / Create Survey
- Send (Send Survey to internal or external user)
- Analyze (Survey Report)
Now we can see 3 Pages :
- Welcome Page
- Add Page
- Thank you Page
Step 5 : Edit the survey’s Welcome page.
WELCOME PAGE :
Step 6 : To add a question page, click Add Page in the sidebar.
ADDING QUESTION FOR SURVEY :
Step 7: To add one or more questions to the page, click Add Question.
Step 8 : Edit the survey’s Thank You page.
THANK YOU PAGE :
Step 9 : To review how the survey looks, click Preview.
Step 10 : To activate the survey so that we can send it to participants, click Activate.
Step 11 : To Share the Survey with the Peoples, select Send On that we can get 2 options
- Get Link
- Send Mail
Step 12 : We can find out the survey Completed Count with the Help of Dashboard
Author Bio
1 comment on “How to Create the Survey in Salesforce”