In this Salesforce tutorial, we will learn how to create the surveys in salesforce both in Lightning and Classic editions.
Surveys are defined as the feature that permits organizations to create and give out custom surveys to their employees, customers, and partners. These surveys can be used for assembling collect data, feedback, and customer satisfaction.
Surveys can be created by using a simple drag-drop interface and they can be allocated by links, emails, and fixed in portals and websites. Responses to the survey can be automatically composed and inspected.
If you want to learn How to create surveys in Salesforce, you have to come right place. We will demonstrate how to create surveys in Salesforce Lightning and Salesforce Classic step by step in this article.
The topics that we will cover in this Salesforce tutorial are as follow:
- What are surveys in Salesforce
- Types of Surveys in Salesforce
- How to create Survey in Salesforce Lightning
- How to create Survey in Salesforce Classic
What are surveys in Salesforce
In Salesforce, surveys can be created by using a simple drag-drop interface, and they can be personalized with several question types, branding, and logic. It can be given out via web links, emails, fixed in website and portal.
Reply can be automatically examined, the reports can also be generated to give insight and it also calculates the effectiveness of the survey. Several cases of surveys in Salesforce involve customer satisfaction, employee engagement survey, feedback survey, and market research survey.
These surveys in salesforce also help organizations for a better understanding between their customers, and partners and better their products and services, and make an additional informed decisions.
Surveys are the feature that permits organizations for creating and give out custom surveys to their employees, customers, and partners. These surveys can be used for assembling collect data, feedback, and customer satisfaction.
So, with this, we learn about What are surveys in Salesforce. Further, we will understand the types of surveys in Salesforce.
Types of Surveys in Salesforce
Salesforce provides various types of surveys that can be used to collect different types of feedback and data.
In Salesforce the main types of surveys are:
Customer Satisfaction Surveys: Customer satisfaction survey surveys are used for computing customer satisfaction with products or services or measuring the general satisfaction of customers with a brand and company.
Event Feedback Survey: These types of surveys are used for collecting feedback from viewers after an event like a trade show and businesses.
Market Research Surveys: These Market research surveys are used for collecting data or market trends, other factories, or customer preferences that may crash the company strategy or decision making.
Employee Engagement Surveys: Employee engagement surveys are used for computing employee satisfaction, engagement, and motivation.
Net Promoter Score Surveys: Net promoter score surveys are used for calculating customer loyalty by asking respondents how likely they are to suggest products or services to others.
With this, we have learned about the types of surveys in salesforce. Now, let’s move ahead and see how to create a survey in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.
Read How to Create Lightning Email Template in Salesforce Lightning
How to create Survey in Salesforce Lightning
Here we are creating a survey in salesforce lightning. If you want to learn how to create a survey in salesforce lightning follow these steps:
1: First, login into the Salesforce lightning account. Go to the gear icon(⚙️), under the gear icon there are two options Setup and Service Setup. Here we are selecting the Setup option.
2: After clicking on the Setup option. Enter the Survey in the Quick Find Box. You can see that the survey option is present under the Feature settings and comes at the top. Click on the Survey Settings.
3: After clicking on Survey Settings, the surveys page is open. We can see there is a surveys label and beside this label, there is a toggle button that is disabled in starting and after clicking on that it becomes enabled.
We are enabling this for creating surveys and sending them to participants. When enabled, email templates and sample surveys are added to our org.
After enabling the survey button the experience cloud site and survey owners can message responses can also be shown. Now enable the button of the survey owners can manage responses.
4: Now go to the App Launcher, enter the survey in the search box and the surveys tab will be available there. Click on the surveys tab.
5: After clicking on the surveys, the survey’s recently viewed page is open and here you can see that the two surveys are already created. There is a New option that is present at the right corner of the page for creating the new survey. Click on the New button.
6: After clicking on the new button the New survey dialogue box is open. Enter the Survey name as Salesforce USA services. After that enable the check box of creating a survey as a template and then click on the continue button.
7: After clicking on the continue option, the Salesforce USA service page is open. Here you can see there are two option pages and branding. Click on the branding option.
8: After clicking on the branding option, with the branding I can adjust the background image by simply clicking on the upload files and we can also change the opacity and blurriness of the image.
9: Here click on the pages option, the two default page is present welcome, and thank you for start creating surveys. Click on the Welcome page. The text box appears where we can enter the welcome message.
Here we are writing Hello and Welcome to the Salesforce USA service survey. This is the starting page of the survey and then click on the plus icon (add page) that is present below the Welcome page option.
10: After clicking on add page the new page is open. Firstly add the page name and this page is related to products then click on the add question option from where we can select the option which type of question we want to create.
Here we are choosing the multiple-selection option for which a multiple-choice question arises.
11: Here we are giving the page name Salesforce USA Product then enter the question after that give the multi-choice option related to the question.
12: Now again click add page option the new page is open. Firstly add the page name as USA Product Rating and this page is related to Rating then click on the add question option from where we can select the option which type of question we want to create.
Here we are choosing the Rating option for which we get the rating from the user about our product. Our product is of good or bad quality.
13: Here we are creating the rating page from where the user can rate our product as good or bad.
14: After creating the rating page, now we want to add logic for that add a question and it would be a short text. Now click on the short text option.
15: After clicking on the short text option, the text box is open here we are writing to tell us what did not go well with our Salesforce USA services then click on the display logic option.
16: After clicking on the display logic option, the question display logic dialogue box is open. Select condition as all conditions are met then select the question, operators, and response If the user selects a response less than or equal to 3 then the above question will pop up after that click on the save logic option.
17: After saving the logic as it is the short text so the participant will enter up to 200 characters and this is our third page.
18: Now again click add page option the new page is open. Firstly add the page name as Feedback and this page is related to Feedback then click on the add question option from where we can select the option which type of question we want to create.
Here we are choosing the Long text option where the participant can write the long text about our product.
19: After selecting the long text option, firstly write the question please provide feedback after writing the question there is a space below the question where the participant can write the answer.
20: After entering the feedback message then click on the Thank you page where we can enter the thank you message in the Thank you a message text box.
21: After writing the thank you message all the page is created and the five pages are shown on the survey. After creating all the pages we click on the preview option for looking at how our survey is created.
22: Now click on the activate button for activating the survey that is present beside the preview button.
22: After clicking on the activate button, the activate your survey dialogue box pop-up message that activates your survey to send it to participants. Activate survey version can not be edited this mean when we activate our survey we can not change it.
Click on the got it button if you can properly read the message that is pop up on the screen.
23: After clicking on the Got it button the successful message comes at the top of the screen. Survey Salesforce USA services were activated.
In this way, we have learned how to create surveys in salesforce lightning. Further, we will learn how to create surveys in Salesforce classic.
Also, read, How to create Visualforce Email Template in Salesforce
How to create Survey in Salesforce Classic
Here we are creating a survey in salesforce classic. If you want to learn how to create a survey in salesforce classic follow these steps:
1: Login into your Salesforce classic account, and click on the Setup option that is present at the top of the page.
2: After clicking on the Setup option. Enter the Surveys in the Quick Find Box. You can see that the Survey settings option is present under the Build and comes at the top. Click on the Survey Settings.
3: After clicking on Survey Settings, the surveys page is open. We can see there is a surveys label and beside this label, there is a toggle button that is disabled in starting and after clicking on that it becomes enabled.
We are enabling this for creating surveys and sending them to participants. When enabled, email templates and sample surveys are added to our org.
After enabling the survey button the experience cloud site and survey owners can message responses can also be shown. Now enable the button of the survey owners can manage responses.
4: Here you can see that lots of tabs are present in the nav bar for seeing more tabs click on the drop-down arrow. There is the surveys tab that is present at the bottom which we want to use. Click on the surveys.
5: After clicking on the surveys, the My Surveys page is open and here you can see that the three surveys are already created. There is a New Survey option that is present at the center of the page for creating the new survey. Click on the New survey button.
6: After clicking on the new button the New survey dialogue box is open. Enter the Survey name as Bogisich Ltd Survey. After that enable the check box of creating a survey as a template and then click on the continue button.
7: After clicking on the continue option, the Bogisich Ltd Survey page is open. Here you can see there are two option pages and branding. Click on the branding option.
After clicking on the branding option, with the branding, I can adjust the background image by simply clicking on the upload files and we can also change the opacity and blurriness of the image.
Here click on the pages option, the two default page is present welcome, and thank you for start creating surveys. Click on the Welcome page. The text box appears where we can enter the welcome message.
Here we are writing Hello and Welcome to the Salesforce USA service survey. This is the starting page of the survey and then click on the plus icon (add page) that is present below the Welcome page option.
8: After clicking on add page the new page is open. Firstly add the page name and this page is related to products then click on the add question option from where we can select the option which type of question we want to create.
Here we are choosing the multiple-selection option for which a multiple-choice question arises.
9: Here we are giving the page name Bogisich Product then enter the question after that give the multi-choice option related to the question.
10: After entering a question now give the multiple choice option to the participant from which it can select the options. The participant can select more than one option at a time.
11: Now again click add page option the new page is open. Firstly add the page name as Feedback and this page is related to Feedback then click on the add question option from where we can select the option which type of question we want to create.
Here we are choosing the Long text option where the participant can write the long text about our product.
12: After selecting the long text option, firstly write the question please provide feedback after writing the question there is a space below the question where the participant can write the answer.
13: After entering the feedback message then click on the Thank you page where we can enter the thank you message in the Thank you a message text box.
After writing the thank you message all the page is created and the five pages are shown on the survey. After creating all the pages we click on the preview option for looking at how our survey is created.
14: Now click on the activate button for activating the survey that is present beside the preview button.
15: After clicking on the activate button, the activate your survey dialogue box pop-up message that activates your survey to send it to participants. Activate survey version can not be edited this mean when we activate our survey we can not change it.
Click on the got it button if you can properly read the message that is pop up on the screen.
16: After clicking on the Got it button the successful message comes at the top of the screen. Survey Bogisich Ltd Survey was activated.
So, with this, we have learned about how to create surveys in Salesforce classic.
Conclusion
In this tutorial, we have learned about What are surveys in salesforce. We have also discussed the types of surveys in Salesforce and also discuss the surveys with examples in salesforce.
- What are surveys in Salesforce?
- Types of Surveys in Salesforce
- How to create Survey in Salesforce Lightning
- How to create Survey in Salesforce Classic
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