Use the Surveys component to add surveys to object records that support Lightning
components. Your users can respond to the survey from the record page. You can also add the
Surveys component to Experience Cloud sites to gather responses from guest users.
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 add the Surveys component:
System Administrator profile
Make sure to select an Experience Cloud site in Survey Settings before adding the Surveys
component to Experience Cloud sites.
Open a record for an object to which you want to add the Surveys component.
Click and select
Edit Page.
In the Lightning App Builder, drag the Surveys component to where you want it to appear on
the page.
In the Surveys component properties, select the survey that you want to appear on the
record page.
Note You can only select surveys that are active.
Save your work, and then click Activate.
After you embed surveys in Salesforce record pages or Experience Cloud sites, generate
the internal or external invitation links from the Survey Builder.
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