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  1. From the App Launcher, find and select Surveys. Click New. Enter a name for the survey and then select Standard Survey. To use the survey as a template, select Create survey as a template.

  2. Understand customer feedback as it evolves over time by engaging customers and users with relevant, personalized surveys. Incorporate survey data into your feedback management process and gain actionable insights at every stage of the customer lifecycle.

  3. Mar 5, 2024 · Each Salesforce organization includes platform or basic Salesforce Survey features with a maximum of 300 free responses. The Survey features and functionality described below may be enhanced through the use of Salesforce Feedback Management which is built upon basic Salesforce Survey functionality.

  4. Design and Distribute Surveys with Salesforce Feedback Management. Use Salesforce Surveys to follow-up with customers who contacted support via live chat.

  5. Survey Basics. Gather insights from customers or employees with surveys. Start. Products. Salesforce Platform. +2,000 points. Intermediate.

  6. Streamline survey creation and elevate Salesforce customer 360 insights with AI-powered surveys customized to your audience, industry, business goals, and more. AI Survey Translation. AI Sentiment Analysis. Capture and action rich, real-time customer feedback across channels. Dynamic Surveys.

  7. Learn how to enable surveys, assign a profile, and configure sharing settings in Salesforce. Follow along with a scenario of a solar company using surveys to measure customer satisfaction.