How I Designed a Salesforce Survey with Branched Logic
Anna Szabo, JD, MBA
29x Salesforce Certified Golden Hoodie Award Recipient Working at Salesforce as a Customer Success Manager for Public Sector Federal Civilian | Previously Worked on the Product Team with 19x Salesforce Partners
Preparing to take my Salesforce Business Analyst exam tomorrow, I'm mastering Salesforce surveys this Friday evening. Wow! I truly enjoyed learning the survey tool and exploring branched logic variations. Let me show you what I did and why I like the survey tool in Salesforce. As always, you must start with a dedicated playground org and a trail: here's the trail to blaze. Let me walk you through my design process step-by-step and show you my results. Also, I earned 2000 points!
How I Designed The Survey
I created pages, named them, uploaded a couple of images to test design and branding features, added them to pages, then added text, and this was the result. Not bad! There are options to customize fonts etc.
I then added my various types of questions: rating, text, and scoring, and added the image of the product, which the survey was focusing on. I loved the UX and the ease of the survey configuration.
Next, I added ranking with multiple options.
Finally, I created a thank you page.
How I Designed Survey Logic
Now that I figured out survey basics, I wanted to play with survey logic, so I configured the logic and loved the ease of the UI for both question logic and page logic.
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As you just saw, I configured both question logic (specific conditions that would have to be met for the next question to be determined) and page logic (which page shows up next to the user based on the previous response). You saw what those rules look like. Then, I activated my survey and earned 500 points. Hurray!
How I Shared My Salesforce Survey
Now that I created my first survey, designed some pretty awesome logic into it, and activated my work, it's time to share it with the world, so I set it up for sharing. Wow! I absolutely love the design, the ease of configuration, and the result of my effort: very pretty, minimalistic, and inviting. See all my screenshots below.
How I Created a Custom Report for Surveys
After all my diligent work, I want to run reports and see how my survey is performing and what people say in their responses. To accomplish the task, I need a custom report type. So, that's what I do next. I add filters and configure columns, and I run the report. Now, I not only learned and fell in love with surveys but also I earned a new badge!
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