Create a Standard Survey

Create a standard survey to collect data from customers, employees, or other people whose feedback you need.

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

User Permissions Needed
To create a standard survey:	Permissions to create surveys

From the App Launcher, find and select Surveys.
Click New.
Enter a name for the survey and then select Standard 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.
Edit the survey’s Welcome page.

Note If you want the survey to open on a question page, disable the Welcome page by clicking .
To add a question page, in the sidebar, click Add Page.
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 finish the survey so that you can send it, click Activate.

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