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Set Up Salesforce Feedback Management
Enable Salesforce Feedback Management in your org and configure it based on your requirements. Give users permission to create and share surveys, to view survey records, and respond to surveys. Add related lists and Lightning components that help track surveys, survey invitations, and survey responses. Analyze survey responses with custom report types.
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available with the Survey Response Pack, Feedback Management - Starter, and Feedback Management - Growth licenses |
- Enable Surveys and Configure Survey Settings
Allow your users to create surveys and send them to participants by enabling the feature in Setup. - Assign Permissions for Salesforce Feedback Management
Assign the required permissions for users to create, send, respond to, and translate surveys. - Add Survey Related Lists and Lightning Components to Record Pages
Customize the record detail pages for objects commonly used with surveys so that users can easily find invitations and responses, and work efficiently with surveys. - Encrypt Survey Fields
Protect sensitive participant data collected in Surveys with Shield Encryption and meet regulatory compliance mandates. Encrypt data from Salesforce users, including administrators. - Send Surveys to a Different Salesforce Org
Use package to transfer your survey records from one Salesforce org to another, such as sending a test survey from a sandbox org to a production org. - Create Custom Report Types to View Survey Data
Create a custom report type so that you can generate reports that provide insight on your survey data. - View the Usage of Survey Responses
See your survey response usage in the Usage-based Entitlements list.

