Salesforce Surveys

Hi All,

After a long gap, am back :0

I would like to discuss about 'Salesforce surveys'.

Surveys, the word is much familious for us. Its something that providing a set of queries.

Here in salesforce, salesforce provide a facility to create questionnair easily. Salesforce survey is one of the best gift given by Spring '18. This new feature allows to create easy to use forms for collecting feadback and data by using simple editor.All collected survey data store in org.Using salesforce itself, can see data, create reports and dashboards, and share insights with company... Best advantage is based on response, user can create insights based on the responses.Let us go through slides.

Steps to be followed :

1. Enable :Customize ----> Survey ----> Survey settings
   Set 'Create surveys and send them to participants.' as Enable
   Select the default community for creating public survey invitations. ---> Set to create surveys that are accessible to people who don’t have Salesforce accounts in your company, select a community.The community that you select must be enabled for public access.*
2. Using Sharing Settings : Set 'Private' for 'DEFAULT INTERNAL ACCESS' for Survey & Survey Invitation
3. User Permission : You can create one trial survey without additional permissions, so you don’t need to assign a permission set to a user to create a single survey. Assign Survey Creator permission sets to users only if they plan on creating multiple surveys.
   Permission Sets ----> Survey Creator
   Manage Assignments----> Add Assignments
   (Select Users)----> Done
4. Guest Users Permission:For guest users of public communities so they can create, view, and update surveys.
   Survey ----> Survey settings
   Check which community is selected as the default community for creating public survey invitations.
   All Communities ---->(Open the Community Builder of the of the default community.) ---->Setting Icon----> Select general ----> Click the profile name under Guest User Profile.---->Click Edit---->
   

   OBJECT	PERMISSIONS
   Survey	Read
   Survey Invitations	Read
   Survey Responses	Read, Create, AND Edit

   ---->Click Save.
5. Add the Survey Invitations Related List to Contact Records and Account Records: Contact ----> Page layout ----> (Open Needed)----> Select related list in the panel ----> Drag 'Survey Invitations' to related list section---> Save. Repeat for account also.
6. Create a Survey:Surveys tab ----> New Survey on 'My Surveys' view---->Edit Survey Title page---->'Add Page' for questions----> Can change background properties ----> Can change question properties.---->'Cutomize 'Thank You' page---->To continue working on the survey later, click Save.---->To review how the survey looks, click Preview ---->To activate the survey so that you can send it to participants, click Activate. ---->Add logic rule if needed to go to relevent questions only:After you create at least two survey pages, Click The "See More" icon on a survey question card in the Survey Builder. The 'question logic' icon on the back of a survey question card on the page that you want to add a logic rule to.
   Copy a Survey to duplicate its questions and logic : Click ... at right type corner----> Click at 'Make a Copy' ----> Enter name ----> Do needful changes if any.----> if there is no needed lisence once try to save new version will get message as 'Looks like you need a Survey Creator license before you can create this survey. Contact your Salesforce admin for help.'Create a New Survey Version : Click ... at right type corner----> Click at 'Create new Version' to duplicate its questions and logic.
   Question Types:

   QUESTION TYPE	DESCRIPTION
   CSAT	Participants select a satisfaction score from a list of numbers.
   Date	Participants select a date from a calendar.
   Multiple Choice	Participants can select multiple answers from a list of choices.
   Picklist	Participants search for and select an answer from a predefined list of options. Picklist options are stored as strings in Salesforce.
   Radio	Participants can select only one answer from a list of choices.
   Rating	Participants select a rating from a scale.
   Slider	Participants select a value on a sliding scale.
   Text	Participants enter a free-form text answer.

   Question Properties :

   PROPERTY	DESCRIPTION
   Required	Indicates that a response is required.
   Description	Lets you add a description field to the page.
7. Send Your Survey to Participants : Activate the survey ---->Click 'Send' radio'---->Click 'Get Survey Link' button ---->Select whether you want to send your survey to participants within your company or outside your company.---->Select the settings for your survey invitation:

   SETTING	AVAILABLE FOR:	DESCRIPTION
   Anonymize responses	Participants in Your Company Participants Outside Your Company	Participants can take the survey without revealing their name or other identifying information.
   Let participants see their responses	Participants in Your Company	Participants with Salesforce accounts in your org can access their response record in Salesforce after completing the survey.
   Don’t require authentication	Participants Outside Your Company	Lets a participant who receives a link take the survey without logging into Salesforce or a community.
8. Generate Survey Invitations Using the Process Builder : Process Builder----> New----> Name the process and specify that the process is triggered when a record changes.---->Click Save---->Select 'Case' as object---->specify that the process starts when a record is created or changed.---->Name the criteria----> Criteria for Executing Actions, select Conditions are met---->Set Conditions section, select Status as the field, and enter Closed as the value----> For Conditions parameter, select All of the conditions are met (AND)---->For Action Type, select Create a Record.---->Name the action.---->In the Set Field Values section, add the following fields.

   FIELD	VALUES
   Name	Name of the survey to generate invitations for
   Survey ID	Unique identifier of the survey
   Network ID	Unique identifier of the community that us associated with the survey
   Let Guests Respond	Type: Boolean Value: True
   Participant ID	Type: Field Reference Value: Contact ID

   ---->Click Activate(For Record Type, select Survey InvitationAfter a case has been closed, a survey invitation will be generated and is available in the Survey Invitations section of the Related tab of the contact)
9. View Survey Data : In the Survey Builder click Analyze. ---->If the Analyze page in the Survey Builder doesn’t give you the information that you need, you can create a custom report type for survey responses.
10. Create a Custom Report Type to View Survey Data : Report Types ---->If prompted, click Continue ---->New Custom Report Type ----> Primary object, select Survey Versions---->Define the settings for your custom report type---->Next---->Survey Questions as related object ---->Next---->Survey Responses as related object----> Save---->Create Report based on the type.
    I hope you got an overall idea, so that you can implement on your org and make your business easier :0
    All the best :0