In this Salesforce tutorial, we will learn how to send the surveys in salesforce both in Lightning and Classic editions.
For sending a survey in Salesforce we are using a salesforce build-in survey tool called the salesforce surveys that is present in the app launcher.
Recently, I was working on the surveys after doing some research. I found that Salesforce offers the send survey functionality. If you are a Salesforce user and you want to learn how to send surveys in Salesforce, you have to come right place.
We will demonstrate how to send surveys in Salesforce Lightning and Salesforce Classic step by step in this article.
- Functions of Survey in Salesforce
- Uses of Survey in Salesforce
- Advantages of Survey in Salesforce
- How to send a survey in Salesforce Lightning
- How to send a survey in Salesforce Classic
Functions of Survey in Salesforce
The following are the functions that are available in surveys and the main functions of the survey in Salesforce are:
- Collecting Feedback: In salesforce, a survey permits us to gather feedback from the participants, customers, employees, and partners. We can put targeted questions to obtain a better understanding of their needs and liking points.
- Improving customer satisfaction: Surveys also help us improve customer satisfaction by assembling feedback directly from our customers. By acting on this feedback we can mark any issue and assemble improvements that will increase their experience.
- Analyzing data: In Salesforce, surveys give valuable data that can be used for building notified business decisions. We can use the survey data for recognising the trends and also identify the areas of improvement.
- Personalizing surveys: In the Salesforce survey, we can also create a personalized survey that is customized to each respondent. This can also help us to collect more accurate and relevant feedback.
- Automating surveys: In Salesforce, the survey can be automated, and building it easy for sending out surveys to our customers and employees on a regular basis. This can help us to stay on top of customer needs.
- Reporting and analytics: In the Salesforce surveys give real-time reporting and analytics that permit us to track the response rates, monitor trends, and recognize areas for improvement.
- Integrated with other salesforce tools: In Salesforce, surveys can be integrated with the other salesforce tools. like Service cloud, and sales cloud. This permits us for viewing survey data next to other customer data and giving a more ideal picture of our customer needs.
With this, we have learned the function of surveys in Salesforce. Now let’s move further and learn the uses of surveys in Salesforce.
Uses of Survey in Salesforce
The uses of surveys in the salesforce are countless. Some of the most important uses of surveys in salesforce are:
Customer satisfaction survey: A survey can be used to collect feedback from the customers on the basis of their experience with the products, supports, and services. It can help us for recognising the area of improvement and make changes that increase customer satisfaction.
Employee engagement survey: A survey can be used to collect feedback from employees, on their job satisfaction and general experience working for our company. It can help us for recognising the area of improvement and build a better work environment.
Product feedback survey: The survey can be used to collect feedback from customers on our products, involving features, and quality. It can help us to improve our product and better needs.
Event feedback surveys: Surveys can be used to collect from participants at events like events and trade shows. It can also help us to increase event planning and make an exchange that will increase the participant experience.
Net Promoter Score Survey: A survey can be used to compute our net promoter score. It can help us for recognising the area of improvement and make changes that increase customer satisfaction.
Moreover, the uses of the surveys in salesforce can be customized to meet the particular need of our business.
This is how we learn the uses of surveys in Salesforce. Now let’s move further and learn the advantages of the survey in the survey.
Read How to Create Surveys in Salesforce
Advantages of Survey in Salesforce
Here we are understanding the advantages of surveys in Salesforce. Salesforce Survey can give us a number of advantages and some of the most important advantages of surveys in salesforce are:
Collecting Valuable Feedback: A survey in salesforce can help us collect intuition about customer preferences and the area where we need to better our products and services.
Making data-driven decisions: By using the data of the survey to notify our decision-making processes and we can also make sure that our actions are based on reading intuition, not on assumptions.
Improving Customer Satisfaction: By listening to our participants, and labeling their concerns. We can also better their overall experience with our brands, main to higher levels of satisfaction.
Enhancing communications: A survey can also be used open up lines and communication between our business and our customers, and promote better relationships and trust.
Streamlining data collection: Surveys in salesforce help us expertly collect large amounts of data from a broad range of customers and help us in recognising the patterns that may be difficult to mark otherwise.
Personalizing customer interactions: By using the data of the survey we can obtain a deeper understanding of individual customer’s like or needs and allow us to personalize our interactions with them and give a more personalized experience.
With this, we have learned the advantages of the survey in salesforce. Now, let’s move further and see how to send a survey in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.
How to send a survey in Salesforce Lightning
Here we are sending a survey in salesforce lightning. If you want to learn how to send 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: 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 Salesforce USA services survey.
4: Click on the drop-down arrow of the Salesforce USA services. After clicking on the drop-down arrow the open latest version is shown click on that option.
5: After clicking on the open latest version option, now click on the send option that is present at the top of the page. After clicking on the send option we can send the survey through two methods. First, one is to Get invitation and another one is by sending an email.
Here we are selecting the first one which is the Get invitation from which we generate a link or QR code to share via a char or social media, etc.
6: After selecting the Get Invitation option, the get survey link dialogue box is open. Here we are selecting the Participant in your company.
After selecting this option a link is generated and we can send this link to our internal users of this org. The user can click on this link the survey is open and they can fill out the survey form.
7: Now select another option after selecting the send option which is Send Email. This sends an email embeds a question or a link to the survey in the email to the individuals or to a group.
8: After clicking on the send email option, the send email page is open. Now firstly select the content and if you want to preview the survey then you can click on the open survey button the survey can be opened else leave it and after that click on the next option.
9: Now add the recipients to sen survey. There are two types of recipients first one is sent to individuals and another one is sent to the list. Here we are selecting the send to individual option.
10: After clicking on the send to individual options. Add the recipients, customize the content, and use merge fields in your email. We can fill in From, To, Subject, and body parts for sending the mail, and after that click on the next option.
11: Now review our selection, whether the information that we fill in is correct or not, and then choose the invitation link settings if you want otherwise leave it as it is.
12: After clicking on the send option, the message pop-up on the top of the screen. It’s out of the door! Your email has been sent.
13: After sending the email, open the email account on which account you can send the email and check whether the email is received or not.
If an email is received click on the email and you can see that the open survey button is seen at the center of the email else the email is not received then send it again. Click on the open survey button.
15: After receiving the email click on the open survey button. After clicking on the open survey button the survey form is open.
Hello and welcome to the Salesforce USA service survey, this is the welcome page of the survey after clicking on the next option another page is open that the participants can fill.
In this way, we have learned how to send surveys in salesforce lightning. Further, we will learn how to send surveys in Salesforce classic.
Read How to Send List Emails in Salesforce Lightning
How to send a survey in Salesforce Classic
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.
2: After clicking on the surveys, the My 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 selecting the Bogisich Ltd survey. Click on the open Latest version of the Bogisich Ltd survey.
3: After clicking on the open latest version option, now click on the send option that is present at the top of the page. After clicking on the send option we can send the survey through two methods. The first one is to Get invitation and another one is by Send Email.
Here we are selecting the first one which is the Get invitation from which we generate a link or QR code to share via a char or social media, etc.
4: After selecting the Get Invitation option, the get survey link dialogue box is open. Here we are selecting the Participant in your company.
After selecting this option a link is generated and we can send this link to our internal users of this org. The user can click on this link the survey is open and they can fill out the survey form.
5: Now select another option after selecting the send option which is Send Email. This sends an email embeds a question or a link to the survey in the email to the individuals or to a group.
6: After clicking on the send email option, the send email page is open. Now firstly select the content and if you want to preview the survey then you can click on the open survey button the survey can be opened else leave it and after that click on the next option.
7: Now add the recipients to sen survey. There are two types of recipients first one is sent to individuals and another one is sent to the list. Here we are selecting the send to individual option.
8: After clicking on the send to individual options. Add the recipients, customize the content, and use merge fields in your email. We can fill in From, To, Subject, and body parts for sending the mail, and after that click on the next option.
9: Now review our selection, whether the information that we fill in is correct or not, and then choose the invitation link settings if you want otherwise leave it as it is.
10: After clicking on the send option, the message pop-up on the top of the screen. It’s out of the door! Your email has been sent.
11: After sending the email, open the email account on which account you can send the email and check whether the email is received or not.
If an email is received click on the email and you can see that the open survey button is seen at the center of the email else the email is not received then send it again. Click on the open survey button.
After receiving the email click on the open survey button. After clicking on the open survey button the survey form is open.
Hello and welcome to the Bogisich Ltd survey, this is the welcome page of the survey after clicking on the next option another page is open that the participants can fill.
So, with this, we have learned about how to send surveys in Salesforce classic.
Conclusion
In this tutorial, we have learned about the Functions of Surveys in salesforce. We have also discussed the Uses of Surveys in Salesforce and also discuss the Advantages of Surveys in salesforce. In addition, we have covered How to send a survey in salesforce lightning as well as salesforce classic.
- Functions of Survey in Salesforce
- Uses of Survey in Salesforce
- Advantages of Survey in Salesforce
- How to send a survey in Salesforce Lightning
- How to send a survey in Salesforce Classic
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- How to send email in Salesforce
- How to Send Email through Quick Action in Salesforce
- How to Delete Survey in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.