The first rule is that if the participant's response is 9 or more, automatically submit the survey and move directly to the Thank You page. The second rule is that if the participant's response is between 7 and 8, move to the third page. The third rule is that if the participant's response is 6 or less, move to the second page.
- Click Content.
- Click my surveys.
- Choose the checkbox next to the survey to modify and click Properties.
- Modify the survey properties.
- Click View Questions to modify the survey questions.
- Click Save.
Is Salesforce surveys easy to use?
Salesforce Surveys is not just easy to use, but is smart as well! Erin has a quick chat with Maria and learns that she can use question display logic and page branching logic to meet her requirements. Erin can use question display logic to decide if a question is displayed on a page based on the responses to previous questions on the same page.
How do I set up a survey question score object?
Maria decides to use Survey Question Scores as the primary object because this object stores responses for every question type apart from text question type. She can use this report type down the line for other surveys. Click and select Setup. In the Quick Find box, enter Report Types. Click Report Types. Click New Custom Report Type.
How do I get a list of all survey question responses?
From the App Launcher, find and select Reports. Click New Report. From the Other Reports section, select All Survey Question Responses. Name the report. Maria enters: Customer Satisfaction.
How do I create a survey?
Create a Survey Copy a Survey Create a New Survey Version Customize Your Survey's Look and Feel Enable Auto-Progress to the Next Survey Page Validate Short-Text Responses from Participants Insert Images in Survey Pages Insert Responses from Questions on Previous Pages Display Questions Based on Responses to Questions on the Same Page
How do I move a survey in Salesforce?
Select the surveys that you want to add to another org, and click Add to Package. Note The package manager includes branding sets, data maps, and assets associated with the surveys. Click Upload. Add more details about your package and click Upload again.
How do I navigate to survey builder in Salesforce?
Create a SurveyFrom the App Launcher, find and select Surveys.To open the Survey Builder, click New.Enter a name for the survey.To use the survey as a template survey, select Create survey as a template. ... Edit the survey's Welcome page. ... To add a question page, click Add Page in the sidebar.More items...
Where are Salesforce survey responses stored?
Survey Question Response objectResponses showto Salesforce Surveys are stored in the Survey Question Response object.
Can we customize Salesforce survey?
Customize the Look and Feel of Your Surveys Promote your company's brand and style in surveys by adding background images and your company's logo to surveys, and changing the labels, text color, and color of buttons. You can even insert images in survey pages.
How do I update a survey in Salesforce?
In the Survey Builder, click Advanced Settings, and then select Survey Data Mapping.Click New Mapping. ... Name the mapping.Select whether to create or update records.From the Target Object dropdown, select the object whose records you want to create or update. ... Select the Condition Type.More items...
How do I send a survey to a customer in Salesforce?
Send a Survey Invitation from a ProcessEnter a name for this action. ... Select an active survey.Select a question or the survey link. ... Select the email template used to send the invitation. ... Select the recipient type. ... Select the recipient based on the object that's associated with the process.More items...
How do I view survey results in Salesforce?
Survey Data in Salesforce To view interaction (Opened, Started, Completed), go to the survey record and scroll to the 'Survey Invitations' section. You will be able to see the list of responses on the 'Related' tab. To view an individual participant's response, click the down arrow and select 'View Responses'.
How much does Salesforce survey cost?
The pricing is simple, $12 per user per month with unlimited surveys and unlimited responses. But the minimum contract is an annual contract for 20 users, $2,880 per year.
How do I enable survey objects?
Enable SurveysFrom Setup, in the Quick Find box, enter Survey , then select Survey, and then click Survey Settings.Enable Surveys. ... To create surveys that are accessible to people who don't have Salesforce accounts in your company, select a community.More items...
How do I create a survey question in Salesforce?
Create a SurveyFrom the App Launcher, find and select Surveys.Click New.Enter a name for the survey.To use the survey as a template, select Create survey as a template. ... Edit the survey's Welcome page. ... To add a question page, in the sidebar, click Add Page.To add a question to the page, click Add Question.More items...
Does Salesforce have a survey tool?
Gain insights into what your customers and users think and refine your customer feedback strategy.
How do you select the default community for creating public survey invitations?
1: From Setup, enter Survey in the Quick Find box, then select Survey Settings. 2: Check which community is selected as the default community for creating public survey invitations. 3: Enter Communities in the Quick Find box, then select All Communities. 4: Open the Community Builder of the default community.
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What is Erin's use of question display logic?
Erin can use question display logic to decide if a question is displayed on a page based on the responses to previous questions on the same page.
What is page branching logic?
Depending on how you define it, a page branching logic can either allow participants to move to a specific page every time, or move to a specific page based on conditions. Select Based on conditions.
Does Erin want to make changes to the survey?
Erin is very happy with how the survey has turned out, she doesn't want to make any other changes. She activates the survey.
Is Salesforce Surveys easy to use?
Salesforce Surveys is not just easy to use, but is smart as well! Erin has a quick chat with Maria and learns that she can use question display logic and page branching logic to meet her requirements.
Why do Maria need to create a survey report?
Before running a survey response report, Maria needs to first create a report type. Maria decides to use Survey Question Scores as the primary object because this object stores responses for every question type apart from text question type.
What are the types of invitation level reports?
Here's an invitation-level report with questions of the types: multiple choice, picklist, and radio.
Does Gabriela have a version of the survey?
Since the Customer Satisfaction survey has only one version , Maria has already filtered the responses by invitation. Maria explains to Gabriela what each column in the report means.
Why does Erin add two more pages to her survey?
Erin adds two more pages to her survey to make sure she’s gathering the right amount of feedback. She creates the fourth page using the following values.
What does Erin like about survey builder?
Erin likes the look of the survey in Survey Builder, but she wants to make sure it reflects Ursa Major’s brand and style. She moves to the Branding panel and gets to work.
What does Erin do when she answers a survey?
While responding to the survey, Erin notices that she automatically moves to the next page on answering the last question on the page. Remember, Erin turned on Auto-Progress, this will surely save her participants a few clicks!
Why do you set the scale?
Set the scale because it's a rating question. In this instance, keep the default scale of five stars.