Send Salesforce Survey Without Code

Use Flow & Process builder to send customer satisfaction survey on case close

Salesforce Survey is available in Health Cloud & Financial Service Cloud otherwise its paid. Community Cloud is also required to use Survey.  If you need to practice Survey, create a 30 day trial org from this URL (mentioned in this trailhead module). One Survey can be created and used in Enterprise and Unlimited edition, so if you need only one survey then its free. In my case, I had to send same question to every customer on Case close , so it was free.

Prerequisite to use Salesforce Survey

Step 1 – Enable & create Community. Once community setup is done, we would need to activate it. Community can be created by any template. It can be blank as well, if it’s being created only for survey.

Step 2 – Enable Salesforce survey by navigating to Admin setup. You would need to select Community, which would be used by Survey to compute public unique link.

Salesforce - Enable Survey
Salesforce – Enable Survey

Continue reading “Send Salesforce Survey Without Code”