Guidelines for Assessment Surveys with Feedback Request Exercises

Permissions (Salesforce Admin)

To use the Feedback Request exercise type in an Enablement program, ensure that Surveys are enabled. The Enablement Settings page in Setup includes a step to enable Surveys. The Feedback Request exercise uses a special survey type, called an assessment survey.

To create assessment surveys, users must be assigned the Manage Assessment Surveys permission set, which is included in the default Enablement Resources Manager permission set group.

To add Feedback Request exercises in Enablement programs and access assessment surveys, users must be assigned the Manage Enablement Essentials permission set, which is included in the Enablement Admin permission set group.

To take Feedback Request exercises in the flow of an Enablement program and invite reviewers, users must be assigned the Use Enablement Programs permission set, which is included in the Enablement User permission set group.

To complete a survey as part of a requested review, users must have these object permissions.

• Read on Surveys
• Read on Survey Invitations
• Read and Create on Survey Responses

Supported Program Types (Enablement Admin)

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

Creating an Assessment Survey (Enablement Admin)

• You can link only assessment surveys to Feedback Request exercises in an Enablement program. When you’re creating a survey in the Survey Builder, select Assessment Survey as the type
• Apart from the Welcome and Thank You pages, you can add only one page to an assessment survey.
• You must add at least one rating and one short text question to save an assessment survey.
• You can add up to five rating questions and two short text questions to an assessment survey.
• If the length of a survey question exceeds 255 characters, the extra characters are truncated in Enablement reports.
• The Guidance Center supports only Star as a rating icon for surveys. Enablement users see only Star rating icons in the survey response, regardless of what you choose while creating a survey.
• You can label the extreme left and the extreme right item of the rating display to indicate the intensity of a response. Make sure the left and right labels indicate the lowest and highest score, respectively.
• A survey’s default settings make all questions optional. You can modify the settings for each question to make them Required.

Sending a Request for Feedback (Enablement User)

• When specifying a URL to the content to review, use a secure URL that starts with the https protocol. Make sure the link is accessible by your reviewers and doesn’t contain sensitive information.
• A survey owner gets an email when the async job that creates and sends the survey invitation fails. If you don’t see the reviewer status in the Guidance Center after 24 hours of sending a feedback request, contact the survey owner to verify that the survey invitation was sent.
• When a reviewer submits the feedback, you get an in-app notification to review their response.
• Each Enablement license allows for 500 total survey responses per year. For example, if you have 10 Enablement licenses, the org allows for up to 5,000 total survey responses per year. Any user in the org can respond to the assessment survey and consume one of the available responses. However, if your company purchases a separate Surveys add-on license, the total survey responses allocated with their Enablement licenses are no longer available.

Note In Developer Edition, the free Enablement license doesn't include an allocation of survey responses. However, if you turn on Surveys in Developer Edition, you can use assessment surveys with Feedback Request exercises in an Enablement program.

Providing Feedback (Peers and Managers)

Review the content linked in the survey invitation email and provide your feedback using the assessment survey. To get more details on a question, check out its description. After you submit the feedback, the Enablement user reviews your response in the Guidance Center. Enablement admins can visualize survey response data through custom reports and dashboard widgets.

Managing the Survey Response Notification Flow (Enablement Admin)

The Send Feedback Ready Notification flow is triggered when a reviewer submits the response for an assessment survey. When the flow execution is completed, an in-app notification is sent to the Enablement user who requested the feedback. If the flow execution fails, the Enablement program owner gets a fault email with the error details. Salesforce admins can clone and customize the flow.

• Salesforce admins can disable the survey response in-app notifications for Enablement users in Custom Notifications settings. The flow remains active.
• The flow uses the custom notification type enablement_coaching_feedback_ready. If Salesforce admins change the custom notification type in Custom Notifications settings, they must update the flow with the new notification type.
• Enablement program owners get an email notification when the async job that sends the in-app notifications fails. If Enablement users don’t get any notification after 24 hours of feedback submission, they can contact the program owners to verify the status of the async job.