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Sales Programs and Partner Tracks with Enablement
Set Up Surveys and Permissions for Feedback Request Exercises

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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.

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
User Permissions Needed
To enable surveys: System Administrator profile

If you’re trying Enablement Lite, surveys aren’t included like they are with the full Enablement license. The default assessment survey, Discovery Call Assessment, isn’t provided. The Enablement Lite default permission sets still provide read access to surveys and create, read, edit, and delete access to related survey objects. You can give access to create surveys outside of these default permission sets. When you upgrade to full Enablement, the Enablement Resources Manager permission set group becomes available and includes access to create surveys by default.

Important
Important Feedback Request exercises aren’t supported in Partner Enablement programs in Experience Cloud sites.
  1. Enable surveys.
    1. From Setup, in the Quick Find box, enter Enablement, and then select Enablement Settings.
    2. Scroll to the Enable Surveys section, and click Go to Survey Settings.
    3. Turn on surveys.
      After you enable surveys, the Survey Settings page includes an option, Survey Owners Can Manage Responses. This option doesn’t apply to Feedback Request exercises in Enablement programs. When this setting is on, Enablement admins can export assessment survey information for other users who don’t have any Enablement permissions, such as managers or team leaders.
  2. Verify that you have the latest available reports and dashboard widgets so Enablement admins can track Feedback Request exercises. See Refresh the Enablement Reports and Dashboard.
  3. Assign the Enablement Resources Manager permission set group to users who manage assessment surveys.

See Also

 
Ladataan
Salesforce Help | Article