Search results
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.
Design and Distribute Surveys with Salesforce Feedback Management. Use Salesforce Surveys to follow-up with customers who contacted support via live chat.
5 Mac 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.
Survey Basics. Gather insights from customers or employees with surveys. Start. Products. Salesforce Platform. +2,000 points. Intermediate.
Erin can use Salesforce Surveys, a simple way to create beautiful and easy-to-use surveys. Erin goes to her Salesforce admin, Maria Jimenez, to get started. Check Requirements to Create and Send Surveys
Learn how Salesforce Surveys, our native surveys product, helps you gather actionable insights from your customers, employees, and partners. We'll share how to get set up with your first survey, how to integrate feedback into customer records, as well as best practices for getting the most out of Salesforce Surveys.
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.
Create, copy, and manage surveys across versions. Personalize survey pages and survey questions to increase participant engagement. Allow participants to view survey pages and questions based on their previous responses. Customize the look and feel of your surveys to fit your company's brand.
Salesforce Help. Docs. Enhance Your Customer Experience with Salesforce Feedback Management. Create Surveys and Add Questions. Create, copy, and manage surveys across versions. Add a variety of questions and define their properties. Required Editions. Available in: both Salesforce Classic ( not available in all orgs) and Lightning Experience.
Learning Objectives. After completing this unit, you’ll be able to: Create a survey and specify its style. Customize the Welcome and Thank-You pages. Insert images. Insert response from a previous question. Preview the survey. Build Your Survey. Erin is excited to see Surveys on the App Launcher.
