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Survey In Salesforce

Salesforce Surveys - posted by Naveen Dhanaraj

Salesforce Surveys

Salesforce Surveys has been released in the Spring’18 Release. This enables you to make excellent, easy-to-use forms for collecting feedback and data from your clients. Different types of inquiries can be added to gather the data you need. All your profitable review information is stored in your organization, so you can tackle the intensity of Salesforce to see information, make reports and dashboards, and offer experiences with your organization. This feature is generally available in Classic and Lightning Experience.

1. Enable Surveys and choose your Community where the Survey will be embedded.

Survey in Salesforce

You can create one trial survey without additional permissions, so you don’t need to assign a Permission Set to a user to create a single survey. Create a survey Permission Set and assign it to users only if users plan on creating multiple surveys in your Org. To create multiple surveys, contact your Salesforce representative to purchase licenses for Salesforce Surveys.

2. Create Permission Set to enable permissions to create Survey.

Survey in Salesforce

3. In Permission Set, go to Object Settings.

Survey in Salesforce

4. Click on the Surveys link under the Object Settings section.

Survey in Salesforce

5. Edit Permission Set.

6. Enable necessary permissions for user in Permission Set.

7. Click Save.

Survey in Salesforce

8. Click Manage Assignments.

Survey in Salesforce

9. Click Add Assignments.

Survey in Salesforce

10. Assign Permission Set to the desired Users.

Survey in Salesforce

11. The below screenshot depicts that the Permission Set has been assigned to a User.

Survey in Salesforce

12. Navigate to the App Launcher to create Survey.

Survey in Salesforce

13. Click New to create a Survey.

Survey in Salesforce

14. Build the Survey.

Survey in Salesforce

15. Modify Text Color, Background Image and  Button color like as shown below:

Survey in Salesforce

16. Add Question with different types of options like Radio, Rating, Multiple choice, Text etc.

Survey in Salesforce

17. Rating:

Survey in Salesforce

18. Text:
In Text, you can enter characters up to limit of 250 characters.
Survey in Salesforce

19. Radio:
In Radio type, only one answer can be selected.
Survey in Salesforce

20. In Multiple:
You can select Multi picklist Values.
Survey in Salesforce

21. Date:
You can choose Date from Calendar.
Survey in Salesforce

22. Activate or Preview before activating.

Survey in Salesforce

23. Get Survey Link to share with participants to gather survey data.

Survey in Salesforce

24. Survey Link for Internal users in the company.

Survey in Salesforce

25. Survey Link for External Users in the company and you can choose whether authentication is required or not.

Survey in Salesforce

26. You can view the survey response in Analyze Tab,

  1. You can find the Dashboards of Survey Responses submitted.
  2. You can find the Survey Response answers in Analyze Tab.

Survey in Salesforce

Create Reports for surveys:

1. Create New custom Report Type. Setup >> Quickfind >> Report Types >> Click New Custom Report Type.

Survey in Salesforce

2. Choose Primary Object for custom Report Type. For Example, I have chosen Survey Responses and also made sure Report Type Deployment Status is Deployed.

Survey in Salesforce

3. Store the created Report Type in specific Folder using Report Type Category.

Survey in Salesforce

4. Create Report.

Survey in Salesforce

5. Survey Response Report.

Survey in Salesforce

You can Create a Report for below primary objects.

  1. Surveys.
  2. Survey Invitations.
  3. Survey Question.
  4. Survey Question Choices.
  5. Survey Question Response.
  6. Survey Response.
  7. Survey Versions.

There are slight differences between all objects. You can create a Report and easily figure out the differences.

 

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