---
schema_version: "1"
id: 66427de1f615bf638aecf6be57523a34fdda434632ad5b2edc05342ad07bacc7
title: Add a Survey for Feedback Management in Financial Services Client Portal
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_add_a_survey.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_add_a_survey.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0f079180d3d778a43c4c400acb5bac798f4187186f9f981ca01e59013c388351
description: Create a standard survey and add it to your portal to collect data from your portal users.
products:
  - Financial Services
release: "264"
---
# Add a Survey for Feedback Management in Financial Services Client Portal

Create a standard survey and add it to your portal to collect data from your portal users.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where <span>Agentforce Financial Services</span> license is enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d84826e57">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d84826e57 ">To customize a Financial Services Client Portal:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d84826e57 ">
              <p>Be a member of the portal AND Create and Set Up Experiences</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Be a member of the portal AND View Setup and Configuration AND an Experience Cloud admin,
                publisher, or builder in that portal</p>
            </td>

          </tr>
        </tbody>
      </table>

- Enable surveys and configure survey settings. See [Enable surveys and configure survey settings](https://help.salesforce.com/s/articleView?id=xcloud.task_enable_surveys.htm&language=en_US).
- Create a standard survey. See [Create a standard survey to collect data from your portal users](https://help.salesforce.com/s/articleView?id=xcloud.task_create_survey.htm&language=en_US).
- Configure survey invitation links. See [Send survey links to participants](https://help.salesforce.com/s/articleView?id=xcloud.task_send_generate_link.htm&language=en_US).

1. From Setup, in the Quick Find box, enter Digital Experiences, and then select **All Sites**.
2. Next to your Experience Cloud portal, click **Builder**.
3. At the top-left corner of the builder, open the **Pages** menu.
4. In the search bar, enter Survey and then select **Survey**.
5. On the Survey page, click the **Surveys** component.
6. In the Surveys dialog, select the standard survey you created earlier.
7. Preview and publish your changes.