Questions tagged [survey]

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18 views

Interaction studio surveys

Is it somehow possible to add a survey to a pop-up via interaction studio? Using global exit pop-up template as a pop-up and the goal is to add the survey to it but didn't find any documentation on ...
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16 views

Not able to deploy Flow with Survey Action

I am trying to deploy a lightning flow with a survey action in it. I have included survey action in the same package explicitly still I am getting the following error : Error sf-mdapi-deploy/flows/...
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23 views

How to add header text to Salesforce Surveys

I am trying out Salesforce surveys and wanted to add a header texts/title to different pages in the salesforce survey so that I can categorize different survey sections for better UX feel. Is there a ...
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21 views

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 ...
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15 views

Construct Page Reference for a Survey Response Page

I am attempting to use a custom notification to send a survey reminder to a Salesforce user. I cannot figure out how to designate the page reference argument to the flow action that generates the ...
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88 views

Surveys: Invalid Page error after setting permissions on community (digital experiences) - Sandbox

I would like to distribute a survey to my clients outside my Salesforce organization, however, when I test the survey link (as well as in an email), I get an Invalid Page Error. What I have done to ...
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1answer
165 views

Survey record is not visible in test class

In my apex class, I have a query on the Survey record like below. And I am using it to create a SurveyInvitation record. Survey sr = [Select id from Survey where name='ABC']; In my test class, this ...
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27 views

Post chat Feedback (Survey) doesn't work

In my trailhead developer org I have build a community with live chat using below trailhead module (https://trailhead.salesforce.com/content/learn/projects/build-a-community-with-knowledge-and-chat), ...
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34 views

Survey in LiveAgent chat

I need to build a post-chat survey (avoiding the feedback license), and so far we've been able to (a) define a Community page in the Invitation, (b) trigger the creation of an SurveyInvitation and ...
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12 views

Previewing Survey Emails

I am sending survey email to Lead automatically via process builder. The template is lightning template connected to Survey Question object. Is there any way to preview this email on lead record ...
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16 views

Creating a NPS report with data from Delighted.com?

My company is using Delighted.com as one way of measuring customer engagement via a net promoter score(NPS). I've integrated Delighted.com with Salesforce and each survey response and score is found ...
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143 views

Salesforce Survey Validation formulas

Does anybody have any experience with Salesforce custom validations in Surveys? I am trying to get a validation to work for a short text question that will accept either a whole number or a 2 digit ...
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15 views

Display Custom lookup for Survey Invitations Button?

I am looking for a way to connect a contact record with a survey and survey responses. For our business, the case owner sends a survey to a member of our services. The survey is providing feedback on ...
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28 views

How to modify the Survey expiration message - The survey has expired. to some customize message?

Can survey expiration message modified?
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1answer
53 views

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 ...
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10 views

Surveys Get Feedback from customers

I create a survey to get feedback from customers here i need to send the link to outside of the participants and i check the option don't require authentication after i copy the link and i open new ...
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25 views

Is there a way to send an email survey to Contacts without the OOB surveys (we don't have those licenses)?

we want to send out email surveys to a number of our Contacts. We don't have the requisite licenses to use the OOB Surveys feature. Is there a way to build this out with apex and a VF email template, ...
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1answer
725 views

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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709 views

Unable to configure survey in post-chat settings

I'm a new developer to the salesforce environment. I'm working on Live web chat configuration in service cloud and was asked to provide survey link at the end of chat. I'm trying to use a survey link ...
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0answers
103 views

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 ...
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1answer
265 views

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 ...
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1answer
187 views

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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1answer
115 views

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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1answer
148 views

How to prevent duplicate submit

On SFMC I created an email template that includes the degree of customer satisfaction from 0 to 10. Clicking on a number you are redirected to a visualforce page to submit the vote. If I try to click ...
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1answer
35 views

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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1answer
102 views

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 ...
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1answer
453 views

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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1answer
58 views

Enabled Surveys, but cannot find Surveys tab, how do I find them?

Enabled Surveys, but cannot find Surveys tab, how do I find them?
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1answer
470 views

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?
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1answer
125 views

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?
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1answer
1k views

Unknown type name 'SurveySettings' specified in package.xml

I have retrieved source with a package.xml which includes following segment <types> <members>*</members> <name>Settings</name> </types> <version>...
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2answers
405 views

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 ...
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2answers
349 views

How to use Survey Monkey with integrated Sales Cloud and Marketing Cloud? [closed]

Thank you for your interesting. Our client have been done implemented properly with Marketing Cloud and Sales Cloud Core. also, they want to know how to send survey link provided by Survey Monkey ...
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1answer
323 views

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 ...
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0answers
71 views

Survey Questions Score Object Records are not available to query

I am trying to query Survey Questions Score Object Records but I am not able to query via user. User doesn't have the View All Data permission on to the profile. Actually I do not wants to give this ...
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2answers
8k views

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 ...
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1answer
517 views

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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1answer
1k views

Integrating Survey Responses in Marketing Cloud

I recently created a Survey in the Sales Cloud, but I want to be able to get the responses in the Marketing Cloud to add them to a journey and better manipulate this data. I was able to create a ...
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1answer
259 views

Landing Page AMPscript error, HTML Survey

I created a survey on a marketing cloud landing page and sent it to another landing page using this html: <form method="post" name="CustomerSatisfaction" action="%%=RedirectTo(CloudPagesURL(1682,'...
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2answers
690 views

Storing Responses from an HTML Survey in Cloud Pages [closed]

I am pretty new to marketing cloud and HTML, but I created an HTML form and am trying to host it on a landing page/cloudpage. My problem now is with collecting the responses from the survey. I was ...
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2answers
3k views

How would I test a trigger on non-writable SurveyResponse object?

I'm using Salesforce Survey for one of the requirements. I would like to write a trigger on SurveyResponse object. I've written the trigger and apply the logic that I need. Now, I'm trying to write a ...
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1answer
668 views

Salesforce surveys with community

I am trying to implement salesforce survey using flow and process builder. I have created a flow which creates survey invitation record whenever case status is changes, i am assigning its participant ...
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1answer
1k views

Associate Survey to a Case

I have created a survey using survey builder, whose link will be sent to a related contact of case when case is closed. Surveys are being captured into Survey Analyze tab, i want that survey response ...
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1answer
895 views

Capture Survey Response from an Email and store answers into a Data Extension

Is there a way that we can create a survey in the Email and capture the customer responses in the Data Extension? I'm looking for a solution for it, and found out that Surveys are no longer ...
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2answers
163 views

Prevent access to a smartcapture survey in SFMC

I would like to know if it is possible to prevent that a single person complete twice or more times a survey built using Smart Capture in a Cloud Page.
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1answer
2k views

The user license doesn't allow the permission: Manage Surveys

Getting this error : Looks like you need a Survey Creator license before you can create this survey. Contact your Salesforce admin for help. I already have a permission set called 'Survey Creator' ...
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2answers
2k views

Salesforce Surveys on PostChat form URL

I have configured Salesforce Survey in the org. Survey itself is working fine for both internal and external users. I have to display this survey to end-user when the chat is ended. I have used Post-...
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1answer
609 views

One touch embedded survey in marketing cloud

Is there a way we can implement one click survey that will be embedded within an email in SF Marketing cloud directly without any third party integration?
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2answers
354 views

Integrate NPS in an email and retrieve data

I would like to send a triggered email with NPS inside it. As I understand it is not possible to integrate Javascript into an email. The solution would then be to have 10 different images. My question ...
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1answer
296 views

Journey Builder - Unable to see survey result

I have created a simple journey in MC with custom data extension as a source. First step of the journey is to send a welcome email to everyone from my custom DE. I have created and attached custom ...