How to View Survey Responses in Salesforce

In this Salesforce tutorial, we will learn how to view survey responses in salesforce both in Lightning and Classic editions.

Survey responses are the answers which are given by the respondent to the questions that are present in the survey.

The salesforce provides homemade survey features that permit us to create surveys and allocate them to contacts, or external respondents and gather their responses in the salesforce.

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

We will demonstrate how to view survey responses in Salesforce Lightning and Salesforce Classic step by step in this article.

• What are survey responses in Salesforce?
• Features of survey responses in Salesforce
• Advantages of Survey responses in Salesforce
• How to view survey responses in Salesforce Lightning
• How to view survey responses in Salesforce Classic

What are survey responses in Salesforce?

In Salesforce survey responses are stored as records that involve information about the respondent, the surveys, and their answers to each and every question. We can analyze and view our survey responses in the salesforce to obtain intuition into participant feedback, preferences, and opinion.

Salesforce permits us to create different or multiple-type questions in our survey that involve multiple-choice questions, rating scales, open-ended questions. and many more.

We can also personalize the look and feel of our survey to match our branding, and choice the dispersal method that best suits our needs, like web links, and emails that are embedded in our salesforce community.

With this, we have learned What are survey responses in Salesforce. Now we will move further and discuss the uses of survey responses in Salesforce.

Check out, How to Create Surveys in Salesforce

Features of survey responses in Salesforce

Here we are discussing the features of the survey responses in Salesforce. Some of the features of the survey responses in Salesforce are:

• Personalize Survey Design: Salesforce provides various personalized options for creating visually attractive and bending survey like adding a logo, personalizing colors and fonts, and planning the layout of the survey.
• Multiple Question Types: Salesforce gives a variety of question types like a rating scale, multiple-choice, and to move to catch different types of data from respondents.
• Real-Time Results: The respondent can submit their answers and the salesforce shows the real-time results and we can trace the responses as they come in.
• Reporting and Analysis: We can examine the survey responses data by using the reporting and analysis feature of the salesforce that permits us for creating personalized dashboards and reports to gain intuition into customer feedback.
• Automated Distribution: We can easily distribute our survey to leads and external respondents by using the email template, web links, or community pages of the salesforce.
• Automatic Response Capture: In Salesforce the survey response is automatically captured as records in Salesforce that involves information about the respondent and the survey and their answer to each and every question.
• Collaboration: We can collaborate with team members and partners by sharing survey responses with them and making tasks and events that are based on survey responses.
• Integration with Salesforce Data: In Salesforce, the survey responses can be integrated with other data and permit us to agree on survey responses with other customer information like support cases and sales data.

With this, we learned the features of survey responses in Salesforce. Now let’s move further and learn the advantages of the survey responses in Salesforce.

Advantages of Survey responses in Salesforce

Here we are discussing the advantages of the survey responses Salesforce. Some of the advantages of survey responses in Salesforce are:

1. Increase Efficiency: Salesforce automates the procedure of survey distribution and response capture which can save our time and responses. Moreover, automated reminders and follow-up emails can help increase response rates.
2. Comprehensive Data Collection: Salesforce survey responses gives a complete and structured approach to gathering customer feedback. The responses of the customers can be easily analyzed and allowing for a better understanding of the customer needs, likingness, and behavior.
3. Integration with other salesforce data: In Salesforce the survey responses can be easily integrated with other salesforce data like sales data, and customer records. This integration permits a more broad view of the customer and helps in recognizing the patterns and trends.
4. Customization: In Salesforce the survey responses can be customized to test our brand’s looks. Moreover, different question types can be used to catch the information we need to make a business decision.
5. Collaboration: In the Salesforce survey responses can be shared with team members and partners to smooth collaboration and discussion. This collaboration can help precedence capabilities and develop action plans.
6. Real-time reporting: Salesforce gives real-time reporting and examination of survey responses, which permits quick identification of issues or areas for improvement.
7. Improved Customer Satisfaction: Surve responses in salesforce can help in improving customer satisfaction by giving intuition into customer needs and preferences. By taking action on feedback received through the survey responses and businesses can improve the customer experience.

In Salesforce, survey responses can give a powerful tool for gathering customer feedback.

With this, we have learned the advantages of the survey responses in salesforce. Now, let’s move further and see how to view survey responses in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.

Also, check out, How to Send Survey in Salesforce

How to view survey responses in Salesforce Lightning

Here we are viewing survey responses in salesforce lightning. If you want to learn how to view survey responses 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.

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 services survey.

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.

3: After clicking on the open latest version option, now click on the analyze option that is present at the top of the page. After clicking on the analyze option the survey matrix page is open in which survey responses are shown.

Here you can see that one response is shown in the complete or in-progress responses.

4: Scross to the survey metrics page, the response dashboard is shown where we can see a select survey page option. Here we are selecting the first page of the survey which is the salesforce USA page where the salesforce selects the product and the response of the participant is captured.

5: Here we are clicking on the response of the participants. The participant can select two options first one is the Sales cloud which is of dark blue color and the next option is the service cloud which is of light blue color.

First, we click on the Service cloud which is of light blue color and we can see that the response distribution is 1 and 50% area is covered by the service cloud.

6: Here we click on the Sales cloud which is of dark blue color and we can see that the response distribution is 1 and 50% area is covered by the sales cloud.

7: Now again click on the select survey page drop-down arrow and there USA Product Rating option click on that option.

8: After selecting the USA Product Rating option you can see that the response of the Rate your experience with our Salesforce USA service graph is shown.

9: Now again click on the select survey page drop-down arrow and their Feedback option click on that option.

After selecting the Feedback option you can see that the response to the question Please provide your feedback is shown with the answer your products are good.

In this way, we have learned how to view survey responses in salesforce lightning. Further, we will learn how to view survey responses in Salesforce classic.

How to view survey responses in Salesforce Classic

• What are survey responses in Salesforce?
• Features of survey responses in Salesforce
• Advantages of Survey responses in Salesforce
• How to view survey responses in Salesforce Lightning
• How to view survey responses in Salesforce Classic

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