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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. To extend basic capabilities of Survey in Salesforce review and Compare the Supported ...
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Set Up Salesforce Feedback Management. Enable Salesforce Feedback Management in your org and configure it based on your requirements. Give users permission to create and share surveys, to view survey records, and respond to surveys. Add related lists and Lightning components that help track surveys, survey invitations, and survey responses.
To create a standard survey: Permissions to create surveys. 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. Survey templates are automatically shared with Read access for all users in your Salesforce org.
説明に Survey for customer satisfaction on using solar panels. (ソーラーパネルの使用に関する顧客満足度アンケート) と入力します。 お知らせページは次のようになります。 参加者向けのお知らせページを無効にする場合は、 をクリックします。 質問の追加
Merge fields pull information from Salesforce into the survey to add additional context for customers and improve response rates. For example, after a service interaction, you can send a survey with the name of the agent and the case number, to personalize the survey at scale.
Erin created her survey and customized it to match Ursa Major’s branding. Then she added her questions. She even remembered to say thank you. Her parents would be so proud. Next, she adds logic to her survey. Resources. Salesforce Help: Add Custom Branding to Your Surveys; Salesforce Help: Insert Images in Survey Pages
