{"id":6538,"date":"2018-10-21T20:11:45","date_gmt":"2018-10-22T00:11:45","guid":{"rendered":"https:\/\/www.jitendrazaa.com\/blog\/?p=6538"},"modified":"2018-10-22T08:31:51","modified_gmt":"2018-10-22T12:31:51","slug":"send-salesforce-survey-without-writing-code","status":"publish","type":"post","link":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/send-salesforce-survey-without-writing-code\/","title":{"rendered":"Send Salesforce Survey Without Code"},"content":{"rendered":"

Salesforce Survey<\/strong> is available in Health Cloud<\/strong> & Financial Service Cloud<\/strong> otherwise its paid. Community Cloud is also required to use Survey.\u00a0 If you need to practice Survey, create a 30 day trial org from this URL<\/a> (mentioned in this trailhead module<\/a>). 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.<\/p>\n

Prerequisite to use Salesforce Survey<\/h3>\n

Step 1<\/strong> – 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.<\/p>\n

Step 2<\/strong> – 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.<\/p>\n

\"Salesforce
Salesforce – Enable Survey<\/figcaption><\/figure>\n

<\/p>\n

Step 3<\/strong> –\u00a0 Create and assign permission set, giving access to Manage Survey<\/strong> and CRED permission on Survey objects. This step is needed only if you are not able to see Survey in App menu.<\/p>\n

Before moving ahead, we need to understand Survey Data Model. I’ve created below data model for this blog post to explain various objects involved.<\/p>\n

\"Salesforce
Salesforce Survey Data Model<\/figcaption><\/figure>\n

Survey would be created by Admin. If we want this survey to be used by any customer, then need to create\u00a0Survey Invitation\u00a0<\/strong>and send link to customer. There are many ways to send survey but I would explain the technique that worked for me.<\/p>\n

Step 1 – Create Survey<\/h3>\n

Navigate to App menu and search for Survey. Creating a new Survey in Salesforce is smoother than driving Tesla Model 3, just follow screen instructions.<\/p>\n

Every Survey would have below three options for Admin<\/p>\n

    \n
  1. View \/ Create Survey<\/li>\n
  2. Send (Send Survey to internal or external user)<\/li>\n
  3. Analyze (Survey Report)<\/li>\n<\/ol>\n

    Below are some screenshots of my demo Survey for this blog post (click to zoom-in image) :<\/p>\n

    \"Salesforce<\/a>
    Salesforce Survey Demo Screen 1<\/figcaption><\/figure>\n
    \"Salesforce<\/a>
    Salesforce Survey Demo Screen 2<\/figcaption><\/figure>\n

    Survey must need to have minimum 3 pages – Welcome Page, questions page & Thank you Page. Each page, at the time of writing this article contains below question types :<\/p>\n