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Create a Basic Survey
Create a basic survey that you can use to embed in a custom app or on an external website.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available with the Feedback Management - Starter and Feedback Management - Growth licenses |
| User Permissions Needed | |
|---|---|
| To create a basic survey: | |
Keep in mind these limitations about basic surveys.
- You can only add like or dislike, long text, multiple selection, NPS, rating, short text, and single selection questions.
- You can’t use display logic to show questions based on responses to other questions on the page.
- From the App Launcher, find and select Surveys.
- Click New.
- Enter a name for the survey and then select Basic Survey.
-
To use the survey as a template, select Create survey as a
template.
Survey templates are automatically shared with Read access for all users in your Salesforce org.
-
To add a question to the page, click Add Question.
To reorder questions on a survey page, click
above the rich text editor of the questions. -
To change the question’s properties, click
.
- Edit the survey’s Thank You page.
- To pause working on the survey and continue working on it later, click Save.
- To see how the survey looks while you're working on it, click Preview.
- To activate the survey so that you can send it, click Activate.
Now that you've created a basic survey, you can embed it on a custom app or publish it on an external website by using the Survey Response Connect API (Surveys Business APIs).
Important Only basic surveys support the Survey Response Connect
API.
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