Salesforce Docs Portal

Edit a Survey

You can edit a survey to add questions, change answers, and make configuration and layout changes.

Required Editions

Available in: Premium Edition
Permissions Needed
To edit a survey: A role with Configure Dataset and Campaign View permissions
  1. Select Surveys from the main navigation.
  2. In the survey folder, select the survey you want to edit.
  3. To edit the entire survey, in the question header, click the pencil icon and make your changes.
    1. Edit the question name in the Question field.
    2. Edit answers in the Answers section.
    3. Enter each answer choice in the Label field, which displays to respondents. The Value field is captured as a survey attribute on the user profile and doesn’t display to respondents.
    4. To copy answers from another source, toggle from Form Entry to Fast Entry.
      Note
      Note For Fast Entry, use a pipe-delimited format for question Values and Labels.
    5. To add more answers, click Add New.
    6. To add an "Other" answer option with space for additional detail to Checkbox, Radiogroup, or Dropdown questions, expand the Answers section and select the Has other item checkbox.
    7. Click OK and save your changes.