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Enable Surveys and Configure Survey Settings
Allow your users to create surveys and send them to participants by enabling the feature in Setup.
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 enable Surveys: | System Administrator profile |
Watch this video to understand how to set up Feedback Management and give the necessary permissions to users.
If you aren’t able to watch the view in full screen, open the video
on a new tab: 
Set Up Salesforce
Feedback Management .
Surveys are only supported in web browsers. Users can access surveys using Safari on iOS and Chrome on Android.
- From Setup, in the Quick Find box, enter Survey, then select Survey, and then select Survey Settings.
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Enable Surveys.
Note After you enable Surveys, the Surveys tab setting is Default Off. Update it to Default On.The Customer Satisfaction and Net Promoter Score sample surveys are added to your Salesforce org. These surveys help you understand how to create a survey for your org. To reuse these surveys for your org, you can create a copy. - To create surveys that are available to Experience Cloud site users and external unauthenticated users, select an Experience Cloud site.
- To allow survey owners manage and export survey responses, enable Survey Owners Can Manage Responses.
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To track surveys that are sent across customers' lifecycle, enable Customer
Lifecycle Maps.
Note Customer Lifecycle Maps is available only with the Feedback Management - Growth license.
- To send surveys that aren't blocked by security apps, enable Compatible Survey URLs . This creates survey invitations without the .app extension.
Assign the required permission set to the System Administrator profile.
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