Create a standard survey and add it to your portal to collect data from your portal users.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Agentforce Financial Services license is enabled |
| User Permissions Needed | |
|---|---|
| To customize a Financial Services Client Portal: |
Be a member of the portal AND Create and Set Up Experiences OR Be a member of the portal AND View Setup and Configuration AND an Experience Cloud admin, publisher, or builder in that portal |
- Enable surveys and configure survey settings. See Enable surveys and configure survey settings.
- Create a standard survey. See Create a standard survey to collect data from your portal users.
- Configure survey invitation links. See Send survey links to participants.
- From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
- Next to your Experience Cloud portal, click Builder.
- At the top-left corner of the builder, open the Pages menu.
- In the search bar, enter Survey and then select Survey.
- On the Survey page, click the Surveys component.
- In the Surveys dialog, select the standard survey you created earlier.
- Preview and publish your changes.