Questions tagged [salesforce-survey]
The salesforce-survey tag has no usage guidance.
48 questions
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Send case survey invitation to case suppliedEmail field when case is closed
I have created one survey to collect customer feedback. Now I want to send it to supplied email field on case. Checked on case auto response rule and also in Support settings - Customer Feedback ...
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17
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Customize the theme/colors Salesforce Survey
I'm trying to find a solution to change the color of the responses and the progress bar of the Salesforce Survey. Is that possible? I changed the theme of the org but it didn't work.
Here's an example:...
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35
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Survey and SurveyQuestion, plus Email Template, plus Flow - can it work?
We wanted to modify one of the Surveys standard Email Templates. We modified Embed a Question. The template looks great. When I create a flow to use this Template, it can't function because it ...
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Developer Name for Survey
UPDATE - thanks everyone - I've gotten a little further and was able to get the Survey developer name. Now I'm trying to get the Survey Question developer name and I must not be using the correct ...
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55
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Delete Survey Translation
I created a Survey and translated it. Now i want to remove a complete translation, because it is not necessary anymore. Is there a way to delete a survey translation?
This is how the UI looks when we ...
- 4,258
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410
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How to stop survey email being sent out to customer went case is closed?
I am doing some Service cloud implementation. Would like to know how to disable the survey email sent out to customers when a case is closed.
The Survey email looks like the one in the image below.
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83
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Send a unique link using Enhanced SMS
We're trying to send a url with in an SMS which is unique to each recipient. However, the current Enhanced SMS feature only supports plain text. There is an option to send an sms with a Enhanced link ...
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127
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Cannot save branding background image in Survey
I created a survey version and whenever I tried to upload an image as background, I cannot save it. The error says "Error:
We can't save your survey because of an error: Unable to save branding ...
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681
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Error while creating a test class - DML operation Insert not allowed on Survey [duplicate]
I have created a apex batch class to create survey invitations, subject records & send the unique survey links to participants. Trying to write a test class to cover it by inserting a surveybut ...
- 49
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148
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In Salesforce Post Chat getting refused to connect error
I followed the steps suggested under: https://stackoverflow.com/questions/69878970/in-salesforce-post-chat-getting-refused-to-connect-error/77322529#77322529, but am still not able to move past this ...
- 35
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258
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How would I be able to delete Survey Invitations
I been testing out sending surveys via emailing on flow, now I have a few testing surveys that isn't needed. And I would like to delete them.
user135543
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487
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Unable to create/find tab for Survey Invitation object
I have enabled Surveys in Salesforce and the Survey tab is visible to the user. However, I am unable to find the tab for Survey Invitation.
For profiles, the tab setting is unavailable:
I cannot find ...
- 31
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291
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How to report on a specific survey question/response per case owner?
I need to create a report on survey response per case owner. (I specifically looking at a certain question/response - but all will do)
I assume the object I need is:
Name: SurveyQuestionResponse
...
- 5,670
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2k
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Using the Embed_a_Survey_Link email template to sund survey's on cases. Can I add the case fields?
We are using surveys to send our customers CSAT upon a case is closed.
In the Embed_a_Survey_Link (standard tempalte), we want to modify the subject, and inlcude any identification from the case.
But ...
- 5,670
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186
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New Created Site can't be Visible on Survey Force.com
Dear All Salesforce Expert,
I've an Issue regarding the Sites that have been created but the Sites can't be visible on the Selected Site on Survey force. com. The following are the screen capture of ...
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698
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Salesforce Invitation Survey URL is not working
We use Salesforce Surveys to send Surveys to our customers. These survey records are automatically created whenever a transaction gets completed in the salesforce. The Survey link is specific to the ...
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423
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How to skip login page / multiple survey attempts on Survey for internal users?
I have created a Survey process for internal users. I set the field OptionsAllowGuestUserResponse = true to skip the login page that appears for Internal users when they try to give feedback. For this,...
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Email templates not showing on Default Settings on survey record
I have a small issue regarding Surveys. I have a flow that's triggering the sending of various surveys and I'm currently trying to setup my survey records. My issue is that my email template records ...
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754
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Cannot fill the survey again as different user from community page [closed]
I have added survey to my community page. It worked fine when I logged in to community page and filled the survey.
Now I try to fill the survey page as a different login but cannot fill.
I get the ...
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1k
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"Don't require authentication" open is disabled while sending Survey through email invitation
I have created a Survey. I have been trying to share the Survey without Authentication to external network. I can do it by using "Get Invitation" link. However when I try to do the same ...
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154
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Need some input on Apex class [closed]
I have a requirement to show all Survey questions/Answers in one single record. I have 5 survey questions. Once survey is completed I need to get all 5 answers and need to populate in different object ...
- 750
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2
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103
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Not able to use the regular expression in Survey response validation - ^\d+(\.\d{1,2})?$
I am trying to add a validation in Salesforce survey response. User should be able to enter numbers up to 2 decimal places.
Allowed inputs,
12
12.3
12.34
I am trying with ^\d+(.\d{1,2})?$ but I am ...
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203
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Salesforce standard profiles don't access survey obj
As you can see here those profiles can access Survey obj:
Standard User
System Admin
Contract Manager
Marketing User
In my org, only System Admin users can access the obj even if the other 3 ...
- 159
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765
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Unable to view Salesforce survey response
When I go to survey invitation and click view response, I am getting below error. I have tried creating new survey and tried in different sandboxes. But facing the same issue. Is anyone else facing ...
- 111
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221
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How to modify the Survey expiration message - The survey has expired. to some customize message?
Can survey expiration message modified?
- 120
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205
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Sharing App between two orgs
Can we initiate a process in one org (org1), collect the data in a different org (Org2), and then pass the data from org2 to Org 1 ?
Background.
Installed a paid third party tool to send survey in ...
- 871
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4k
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Community not listed to set as default for survey
I am trying to add a survey to community but there are no communities listed for setting as default for survey. The selection drop down shows 'None'
I am trying on developer org and my community is ...
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3k
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Sending Survey to a list
I have been asked to add a button to contact list ,
where the button will send survey invitation to all marked contacts.
Salesforce have this wonderful tool on surveys:
Is there any way to send this ...
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2
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1k
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Salesforce Surveys Background Image Deployment
I have a question on Salesforce Surveys.
I created a Survey in a Sandbox org that has a background image specified. I wanted to deploy the same into another Sandbox org.
I understand that we can use ...
- 97
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1k
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Salesforce chatbot Post Survey Option disabled
Can anyone guide on how to enable the Chatbot Post survey option? Do I need a License for a Post chat survey?
Surveys are already enabled in Org.
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84
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survey force swaps id for name
I need to send a survey link to a list of contacts, from a lightning component. It does send the link, with the right template. But with the wrong data. We use survey force. So i have:
apex controller:...
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473
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Salesforce Surveys - data migrations from old system
I have an old Survey app in my Salesforce org
Now I want to use Salesforce Surveys, but I do not want to loose the data of my old surveys - I still need that all the reports of surveys would include ...
- 5,065
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708
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Salesforce Survey Responses does not add Amount Used licenses
I am trying to figure out the payment and licensing mechanism of Salesforce Survey
I want to know when does the Maximum survey responses allowed for an org Usage-based Entitlements adds 1 to the ...
- 5,065
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350
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Is there any fix or workaround for Gack with Error ID: 622456132-619398 (-1311433241) related to `SurveyInvitation` object?
I have very simple LWC inside Community page. Inside the page I have the following query, which seems to raise Internal Salesforce Error, but I don't understand why
This is the query
SELECT Survey....
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525
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Add Survey in custom object call [closed]
I have a requirement where i have to add survey functionality in call record (call is a custom object). Survey fillup will be mandatory for call submission. Can the Salesforce vanila survey feature be ...
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64
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How to pull survey questions from multiple survey records
The way Salesforce Survey Builder is defined, you can create questions in the Builder and they will be tied to a Survey Version, and then tied to a Survey record.
If a user decides to create a new ...
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264
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How can I make cloned SurveyInvitation link available for unauthenicated user?
When automated SurveyInvitation record is created from Survey Builder Send tab, it is possible to check "Don't require authentication" checkbox to make it possible for anonymous not-authenticated user ...
- 17.8k
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Survey email not being sent
When I select Send Email on the Survey Builder no invitation is being sent. I tried sending it to my user (system admin) and it says "Your email has been sent". But nothing is received, also no new ...
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How to write a test to cover Survey Trigger?
This is possible to create a trigger on Survey object, but DML operation insert is forbidden on Survey object. How one can cover Survey Trigger with a test?
- 17.8k
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744
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How do I add custom fields to Survey and SurveyInvitation?
I can't find a way to add custom field to Survey and SurveyInvitation. Where I can add custom fields to those objects?
- 17.8k
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Field on object not accessible in Report Builder
We recently started using Salesforce's Survey tool and are having trouble reporting on it.
When I look at a SurveyInvitation in Lightning, one of the fields I can see is "Participant", and I can ...
- 193
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Where can I find the Survey email templates?
According to this from the docs, we can customize the survey invitation emails. But I can't find the template anywhere in Setup to customize them. Where can I find them?
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Is it possible to change the name of a Survey?
I created a survey with a nonspecific name, thinking I might be able to change it later. But now I find that I can only change the names of versions of the survey. Is there any way to change the ...
- 193
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Button Translation on Salesforce Survey
As you can see in the image there is no translation for the button in the Survey.
As the button is not available in the Languages tab to be translated, does anybody know how to translate this ...
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How can i publish my Lighning survey
Hello friends firstly you know in salesforce you should create Surveys this is so simple way this is good yes but i cant publishing "Participants Outside Your Company"
This image system gave link to ...
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Adding Survey to Community
I have a community for surveys.
I made its home page public and set the community itself to be accessible to the public.
I verified that the homepage is accessible to the public.
I set the survey ...
- 5,017
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How to add mapping to fields in Salesforce surveys
If anyone knows:
if we can add the Object field values on Salesforce native survey page as outputfield(not editable just for display values)
Also what are the limitations of using salesforce surveys ...
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6k
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Error when trying to Send Salesforce Survey: We couldn't find the record you're trying to access
I am trying to send a Salesforce Survey, but when I get to step 2 of the Send Email wizard, I get this error:
We couldn't find the record you're trying to access. It may have been deleted by ...
- 9,426