How to Delete Survey in Salesforce

In this Salesforce tutorial, we will learn how to delete the surveys in salesforce both in Lightning and Classic editions.

In Salesforce deleting a survey is defined as a process of permanently removing a survey record and all its related data from the salesforce system. This includes all the reports, responses, and related metadata like settings, questions, and branding.

Recently, I was working on the surveys after doing some research. I found that Salesforce offers the delete survey functionality. If you are a Salesforce user and you want to learn how to delete survey or survey data in Salesforce, you have to come right place.

We will demonstrate how to delete surveys in Salesforce Lightning and Salesforce Classic step by step in this article.

• Disadvantages of Survey in Salesforce
• How to delete a survey in Salesforce
• How to delete survey data in Salesforce
• How to delete a survey in Salesforce Lightning
• How to delete a survey in Salesforce Classic

Disadvantages of Survey in Salesforce

A survey is a useful tool for gathering feedback and data in Salesforce, there are some of the likely disadvantages of surveys to using them are:

• Limited customization options: In Salesforce survey has some customization options, but they may not be enough for all the use cases. For example, there are limitations on the type of questions that can be asked and the layout option available for the responses.
• Complexity: In Salesforce setting up and managing the survey can be complex and especially for users who are not familiar with this platform. There are many options and settings to arrange, and it may need some technical expertise to get everything set up correctly.
• Limited reporting capabilities: Survey in Salesforce provides some basic reporting capabilities and they may not be enough for more complex analysis. Advanced reporting may need exporting the data to a third-party tool and standardizing manipulating the data in a spreadsheet.
• Limited survey distribution options: Surveys in the salesforce can be distributed via social media, email, or public links and there are limitations on how they can be integrated with other channels and systems. For example, It may be difficult to set up a survey within a website or mobile app.
• Limited survey responses: Surveys in salesforces may not be effective for seizing a large number of responses. For example: If the survey is distributed via email and it may be challenging to get a high response rate and responses may be titled toward a particular audience.

The surveys in salesforce can be helpful in certain situations and may not be the best option for all the use cases.

With this, we have learned the Disadvantages of surveys in Salesforce. Now we will move further and discuss how to delete a survey in Salesforce.

How to delete a survey in Salesforce

Delete is the key that is used to remove or destroy a survey record or data. Once a survey is permanently deleted and can not be restored, all the data related to the survey will be permanently lost.

Moreover, it is important to carefully consider the result of deleting the survey and to transport any data that is required to be conserved before beginning the deletion process.

Let us see, how to delete the survey in salesforce with the help of an example.

Lowe’s is a USA-based company that is the third-party vendor of the salesforce. Nicholaus is a Sales representative and uses the survey for assembling collect data, feedback, and customer satisfaction.

Lowe’s company wants to remove some of the pages that are created in the survey for their company for some time. So they asked Nicholaus to delete the survey.

The survey is defined as a process of permanently removing a survey record and all its related data from the salesforce system.

Currently, Salesforce has two user experiences Salesforce Lightning and Salesforce Classic. We will learn how to delete surveys in salesforce on both of the interfaces.

With this, we learned how to delete surveys in Salesforce. Now let’s move further and learn how to delete survey data in Salesforce.

Check out, How to View Survey Responses in Salesforce

How to delete survey data in Salesforce Lightning

Here we are deleting the survey data in salesforce. If you want to learn how to delete the survey data in salesforce 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.

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.

2: After clicking on the survey option, the survey page is open. The already created survey is present select one of the surveys to which we send the link or email to the user. Here we are selecting the Salesforce USA survey.

3: Click on the drop-down arrow of the Salesforce USA survey. After clicking on the drop-down arrow the drop-down list is open. Under this list, there are two options delete and open the latest version. Now click on the open latest version.

4: After clicking on the open latest version, The Salesforce USA survey page is open and inside this survey data is present in the form of a page. If we delete any of the one pages the data inside the page is also deleted.

Here you can see that there is a delete option present on the Salesforce USA survey page and Feedback page. If you want to delete one of the pages click on the delete option.

Here we are deleting the Salesforce USA survey by simply clicking on the delete button that is present beside the copy option in the left sidebar.

5: After clicking on the Salesforce USA survey delete option you can see that the page remove and its data is also deleted only three pages are remaining Welcome, Feedback, and Thank you.

With this, we have learned about how to delete survey data in salesforce. Now, let’s move ahead and see how to delete a survey in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.

How to delete a survey in Salesforce Lightning

Here we are deleting the survey in salesforce lightning. If you want to learn how to delete the survey in salesforce lightning follow these steps:

1: First, login into the Salesforce lightning account. Go to the gear icon(⚙️), and under the gear icon there are two options Setup and Service Setup. Here we are selecting the Setup option.

2: 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.

3: After clicking on the survey option, the survey page is open. The already created survey is present select one of the surveys to which we send the link or email to the user. Here we are selecting the Watsica survey.

4: Click on the drop-down arrow of the Watsica survey. After clicking on the drop-down arrow the drop-down list is open. Under this list, there are two options delete and open the latest version. Now click on the delete option.

On clicking on the delete option the whole Watsica survey is deleted no single data from Watsica is available on the recent view survey page.

5: After clicking on the delete option, the delete record dialogue box is open. Now read the warning carefully that is present on the delete record dialogue box. After reading the warning carefully click on the delete button that is present beside the cancel button.

6: After clicking on the delete button of the delete record dialogue box, you can see that the Watsica survey record is completely deleted there is no single mark of the Watsica record present on the Survey Recently Viewed Page.

In this way, we have learned how to delete surveys in salesforce lightning. Further, we will learn how to delete surveys in Salesforce classic.

Read How to Send Survey in Salesforce

How to delete a survey in Salesforce Classic

Here we are deleting the survey in salesforce classic. If you want to learn how to delete the survey in salesforce classic follow these steps:

Step-1: Login into your Salesforce classic account, and click on the Setup option that is present at the top of the page.

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.

Step-2: After clicking on the surveys, the All Surveys page is open. The already created survey is present select one of the surveys to which we send the link or email to the user. Here we are clicking on the Salesforce USA survey.

Step-3: After clicking on the Salesforce USA survey, the Salesforce USA survey page is open and you can see that under this page the survey detail is present.

The survey detail gives all the information about the Salesforce USA survey. Here we want to delete this survey and there is a delete option that is present in the middle of the sharing and the open latest version button. Click on the delete button.

Step-4: After clicking on the delete option, the delete record page is open. Now read the warning carefully that is present on the delete record page. After reading the warning carefully click on the delete button that is present below the warning.

If you don’t want to delete it after reading the warning then you can click on the cancel button else click on the delete button.

Step-5: After clicking on the delete button of the delete record dialogue box, you can see that the Salesforce USA survey record is completely deleted there is no single mark of the Salesforce USA survey record present on the Survey Recently Viewed Page.

So, with this, we have learned about how to delete the survey in Salesforce classic.

Conclusion

In this tutorial, we have learned about the disadvantages of Surveys in salesforce. We have also discussed how to delete the survey in Salesforce and also discuss how to delete survey data in salesforce. In addition, we have covered How to delete surveys in salesforce lightning as well as salesforce classic.

• Disadvantages of Survey in Salesforce
• How to delete a survey in Salesforce
• How to delete survey data in Salesforce
• How to delete a survey in Salesforce lightning
• How to delete a survey in Salesforce Classic

You may also like:

• How to add event to public calendar in Salesforce?
• Send Email Alerts using Workflow Rule in Salesforce