How to Build, Send & Analyze Surveys in Salesforce in less than 30 Minutes

Salesforce Survey

“Feedback is the breakfast of champions.” – Ken Blanchard

And what will be a better way to collect feedback than sending Surveys. Salesforce Surveys was introduced in Spring 18 release. Using the Survey Builder point and click tool, you can create beautiful forms declaratively in no time. Then send them to your colleagues and customers to get their feedback. Upon its inception, it was included only in the orgs that had Health Cloud or Financial Services Cloud. If any customers didn’t have either of that, they could still create their first survey for free but had to purchase licenses for creating more surveys. But not anymore

Now with Summer 19 release, Salesforce has made this feature free for everyone. It means that you don’t need to purchase Survey Creator licenses anymore. Yes, it is good news but there is a catch to it. You need to assign certain profiles to users to give them access and users with only those profiles can create unlimited surveys and send invitations to participants. The profiles which include the special permission are:

  • Standard User
  • Marketing User
  • Contract Manager &
  • System Administrator

So let’s make good use of this feature to gather your internal and external customers’ feedback, suggestions and analyze those responses to fine tune the business processes. Follow along this step by step guide and within 45 minutes you would have your first Survey invitation ready to be sent out. And here is what we will be covering in this guide

  • Enable Surveys
  • Create a Survey
  • Preview & Activate the Survey
  • Send Survey to Internal Users
  • Send Survey to External Users
  • Send Survey to Leads & Contacts
  • Send Survey Using QR Code
  • Automate Survey Invitations Using Process Builder
  • Analyze the Survey Results
  • Export Survey Responses


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References & Useful URLs:

  1. Trailhead Trail – Get Started with Salesforce Surveys
  2. Salesforce Surveys – https://help.salesforce.com/articleView?id=sf.concept_salesforce_surveys.htm&type=5

Blog Change Log:

  • Mar 2021 – Reviewed and Updated Screenshots (taken on Spring ’21 Release)
  • May 2019 – 1st Published