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Create a Standard Survey
Create a standard survey to collect data from customers, employees, or other people whose feedback you need.
Required Editions
| 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: | |
- 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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