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            Add a Survey for Feedback Management in Financial Services Client Portal

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Add a Survey for Feedback Management in Financial Services Client Portal

            Create a standard survey and add it to your portal to collect data from your portal users.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled
            User Permissions Needed
            To customize a Financial Services Client Portal:

            Be a member of the portal AND Create and Set Up Experiences

            OR

            Be a member of the portal AND View Setup and Configuration AND an Experience Cloud admin, publisher, or builder in that portal
            1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
            2. Next to your Experience Cloud portal, click Builder.
            3. At the top-left corner of the builder, open the Pages menu.
            4. In the search bar, enter Survey and then select Survey.
            5. On the Survey page, click the Surveys component.
            6. In the Surveys dialog, select the standard survey you created earlier.
            7. Preview and publish your changes.
             
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