Managing Assessment Surveys for Feedback Request Exercises

For sales programs in Lightning Experience, Enablement users can submit a link to content that they want reviewed and select peers, managers, or other sales leaders to provide feedback. For example, a sales rep records themselves practicing their pitch, uploads the recording to a video platform, and then invites experienced sales leaders to give feedback. Feedback Request exercises for peer and manager feedback use assessment surveys, which include rating and short text questions for the reviewers to complete. After the reviewers provide their feedback, Enablement users can view the feedback in the Guidance Center. Enablement admins can use feedback response analytics to gain insight about users’ behavioral changes as they progress through a program.

Required Editions

Available in: Lightning Experience

Enablement is available in Developer Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: Enterprise, Performance, Unlimited, and Einstein 1 Sales Edition Editions for an additional cost

Enablement Lite is available with Sales in: Enterprise, Performance, and Unlimited Editions

Important Feedback Request exercises aren’t supported in Partner Enablement programs in Experience Cloud sites.

• Guidelines for Assessment Surveys with Feedback Request Exercises
  Review the permissions required to work with Peer and Manager Feedback Request exercises. Learn guidelines for creating assessment surveys, sending feedback requests, and providing survey responses.
• Set Up Surveys and Permissions for Feedback Request Exercises
  To let Enablement admins add assessment surveys to Feedback Request exercises in their Enablement programs, Salesforce admins must enable surveys and assign the appropriate permissions.
• Evaluate or Copy the Default Assessment Survey
  The full Enablement add-on license includes a default assessment survey, Discovery Call Assessment, which provides questions for reviewers to evaluate a sales rep on their practice sales pitch. You can use this default assessment survey, or copy it as a starting point for a custom assessment survey.
• Share Assessment Surveys with Enablement Admins
  To ensure that Enablement admins can access assessment surveys when they assemble sales programs for users in Lightning Experience, share the surveys with them. Share surveys manually with specific Enablement admins, or share surveys automatically with all Enablement admins at your company by creating a public group and corresponding sharing rule.
• Add a Feedback Request Exercise with an Assessment Survey for Peers and Managers
  Enablement admins add the Feedback Request exercise to a program and specify the assessment survey that reviewers complete and the number of reviewers that an Enablement user must select. After the program is published and made available, users submit their content for review and select the required number of reviewers.