Salesforce Survey creation bare essentials – A walkthrough

Introducing Surveys

They’re customizable forms used to gather feedback and house it in an Org, from which to create visualizations for insights that can be shared.

Prior to this, you’d have to spend a pretty penny getting a development team to set you up with a custom survey for your enterprise.

Where do I find this

When it’s not paid, it comes bundled with the Health Cloud & Financial Service Cloud. Up to one survey is free for Enterprise and Unlimited Editions, as is the case with most Case-closures. Additional surveys cost extra.

Alternatively, you could also use surveys over the Community Cloud to gauge stakeholder sentiment or discuss feature inclusions for a product.

Please visit here to know how you’d spin up a survey in about 9 steps.