Salesforce Surveys Tutorial

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Salesforce Surveys End2End Demo 
 
Session 1 -

 
 
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Use Case - To capture feedback of any product/understand the areas of improvement for customer service. Organizations leverages different tools to improve the customer experience for all their services/products. 
With Surveys, organization can gather feedback at the right time and in context.

Survey Objects -

Survey(Parent object) - Build & Publish a Survey
Survey Version - Contains the actual Survey metadata
Survey Invitation(contact/Person Account/lead) - Create Invitation
Survey Response - Collect Responses (free 300 Responses)
Survey Question Response - Individual Response of a question
Survey Subject- You can add the Survey Invitations and Responses related list to any object supported by SurveySubject

Guest user profile permissions - (Survey/Survey  Invitations - Read, Survey Response - Read/Create)
 
Salesforce Survey objects (Survey Invitation and Survey Subject) can easily be customized in Lightning via the Object Manager, rest other survey objects are not customizable.

 
To review survey responses from the UI, use keyprefix 0My and append to the url

/0Kd for Surveys and /0Vk for Supported objects(Survey Subject)  
 
Survey can be generated in the following ways-
  • Over an email - https://help.salesforce.com/articleView?id=task_send_email.htm&type=5
  • From Record i.e. contact, lead, Person accounts - https://help.salesforce.com/articleView?id=task_generate_survey_invitation.htm&type=5
  • Use generate survey link - https://help.salesforce.com/articleView?id=task_send_generate_link.htm&type=5
  • Through automated process i.e. process builder/flows - https://help.salesforce.com/articleView?id=concept_send_invitation_process_builder.htm&type=5 
  • Customer Feedback Survey - https://help.salesforce.com/articleView?id=cases_set_up_lex_surveys.htm&type=5
Update object permissions for users who are assigned a custom profile so they can create and send surveys.
Salesforce Feedback Management- Advanced Survey Features -
https://help.salesforce.com/articleView?id=concept_add_on_license.htm&r=https%3A%2F%2Fwww.google.com%2F&type=5 

Resources - 
 
Survey Subject Supported Objects -

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