---
schema_version: "1"
id: c08a05ed534fd4d2fb888a02d883978d2c981952925bc95bc89713259cb3d7fa
title: Evaluate or Copy the Default Assessment Survey
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/enablement_feedback_request_survey.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.enablement_feedback_request_survey.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2a06d34ccf37d7609818c89cf25cec6a56a85c57a41e291033fdf42b87aba471
description: The full Enablement add-on license includes a default assessment survey, Discovery Call Assessment, which provides questions for reviewers to evaluate a sales rep on their practice sales pitch. You can use this default assessment survey, or copy it as a starting point for a custom assessment survey.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Evaluate or Copy the Default Assessment Survey

The full Enablement add-on license includes a default assessment survey, Discovery Call Assessment, which provides questions for reviewers to evaluate a sales rep on their practice sales pitch. You can use this default assessment survey, or copy it as a starting point for a custom assessment survey.

### 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</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Enablement is available in <strong>Developer</strong> Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong>, Editions for an additional cost</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="d15925e60">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15925e60 ">To view assessment surveys:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15925e60 ">Read on Surveys (enabled on the default Manage Enablement Essentials permission set
              and the default Manage Enablement Lite Essentials permission set)</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15925e60 ">To create, edit, and delete assessment surveys:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15925e60 ">Manage Assessment Surveys default permission set (part of the Enablement Resources
              Manager permission set group)</td>
          </tr>
        </tbody>
      </table>

If you’re trying Enablement Lite, surveys aren’t included like they are with the full Enablement license. The default assessment survey, Discovery Call Assessment, isn’t provided. The Enablement Lite default permission sets still provide read access to surveys and create, read, edit, and delete access to related survey objects. You can give access to create surveys outside of these default permission sets. When you upgrade to full Enablement, the Enablement Resources Manager permission set group becomes available and includes access to create surveys by default.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-enablement-264-0-0-production-enus/4a7278f8-cbf0-413e-95e6-6a1aa646877b/images/icon_important.png)

Important Feedback Request exercises aren’t supported in Partner Enablement programs in Experience Cloud sites.

1. Review the default assessment survey and determine whether it can suit your company’s needs.
    1. From the App Launcher, select **Surveys**.
    2. Find the Discovery Call Assessment default assessment survey, and select **Open Latest Version** from the dropdown.
    3. Scroll through the survey and review its content, or click **Preview**.
2. To customize the default assessment survey, make a copy instead of editing the default survey directly.
    
    You can also manage versions of surveys that you create.
    
    For tips on how to compose your own assessment survey, see [Guidelines for Assessment Surveys with Feedback Request Exercises](https://help.salesforce.com/s/articleView?id=sales.enablement_feedback_request_take.htm&release=264.0.0&type=5 "Review the permissions required to work with Peer and Manager Feedback Request exercises. Learn guidelines for creating assessment surveys, sending feedback requests, and providing survey responses.").
3. When you’re satisfied with the assessment survey, activate it.

#### See Also

- [Create a Survey from a Copy](https://help.salesforce.com/s/articleView?id=xcloud.task_clone_survey.htm&language=en_US)
- [Create a Survey Version](https://help.salesforce.com/s/articleView?id=xcloud.task_create_survey_version.htm&language=en_US)