---
schema_version: "1"
id: 25c6e3d4c56c1a7494ff2ecb4348dc7fe757b2042871ef6f072e573598645e89
title: Set Up Surveys for Field Service Appointment Assistant
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/mfs_appointment_assistant_surveys.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.mfs_appointment_assistant_surveys.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 95c358faa7c3fb2fe7873852c84f849a49e01ea3429fe9c37795d622eb6df7c5
description: Send Salesforce Surveys to customers to get their feedback after an appointment. Salesforce Surveys requires a license that isn’t integrated with the Appointment Assistant license. You can also choose to integrate with GetFeedback.
products:
  - Field Service
release: "264"
---
# Set Up Surveys for Field Service Appointment Assistant

Send Salesforce Surveys to customers to get their feedback after an appointment. Salesforce Surveys requires a license that isn’t integrated with the Appointment Assistant license. You can also choose to integrate with GetFeedback.

### 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: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available only if Digital Engagement 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="d156218e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d156218e70 ">To set up surveys:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d156218e70 ">System Administrator profile</td>
          </tr>
        </tbody>
      </table>

Before you set up the flow for Salesforce Surveys, you must:

- [Enable Salesforce Surveys](https://help.salesforce.com/s/articleView?id=xcloud.task_enable_surveys.htm&type=5&language=en_US).
- Grant permissions that allow your customers to access the survey. See [Give Guest Users Permission to Respond](https://help.salesforce.com/s/articleView?id=xcloud.task_allow_guest_survey_create_permission.htm&type=5&language=en_US).
- Create a Salesforce Survey that you can send to your customers. See [Create a Survey](https://help.salesforce.com/s/articleView?id=xcloud.task_create_survey.htm&type=5&language=en_US).
- Add a custom field to the Service Appointment object as a placeholder for the link to the survey.

To set up the flow to send Salesforce Surveys, complete these steps.

1. From Setup, in the Quick Find box, enter Process Automation, and then select **Flows**.
2. Click **New Flow**.
3. Select **Record-Triggered Flow**, and click **Create**.
4. In the Configure Start window:
    1. In Object, enter Service Appointment.
    2. In Trigger the Flow When, select **A record is updated**.
    3. In Condition Requirements, select **All Conditions Are Met (AND)**.
    4. For Field, enter Status.
    5. For Operator, select **Equals**.
    6. For Value, enter Completed.
    7. In When to Run the Flow for Updated Records, select **Only when a record is updated to meet the condition requirements**.
    8. Click **Done**.
5. Create a resource for the Experience Site name.
    1. From the Toolbox, click **New Resource**.
    2. For Resource Type, select **Variable**.
    3. For API name, enter SiteName.
    4. For Data Type, select **Text**.
    5. In Default Value, enter your Experience Site name.
    6. Click **Done**.
6. Create a resource for the survey ID.
    1. From the Toolbox, click **New Resource**.
    2. For Resource Type, select **Variable**.
    3. For API name, enter SurveyID.
    4. For Data Type, select Text.
    5. In Default Value, enter your survey record ID.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)
        
        Note To find your survey record ID, from the App Launcher, find and select **Surveys**, and click the name of your survey. Then, copy the ID from the URL.
    6. Click **Done**.
7. Get the Experience Site ID.
    1. To add an element to the flow, click ![Add element](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/resources-global/_corporate/images/flow_plus_icon.png).
    2. Under Data, select **Get Records**.
    3. Enter a name for the label. API Name is populated based on the label name.
    4. For Object, select **Network**.
    5. In Condition Requirements, select **All Conditions Are Met (AND)**.
    6. For Field, enter Name.
    7. For Operator, select **Equals**.
    8. For Value, enter the resource that you created for the Experience Site name.
    9. For How to Store Record Data, select **Choose fields and assign variables (advanced)**.
    10. For Where to Store Values, select **In separate variables**.
    11. For Field, select **Id**.
    12. For Variable, click in the field and select **New Resource**.
        
        - For Resource Type, select **Variable**.
        - For API name, enter SiteID.
        - For Data Type, select **Text**.
        - Click **Done**.
    13. Click **Done**.
8. Create and save the Survey Invitation object.
    1. To add an element to the flow, click ![Add element](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/resources-global/_corporate/images/flow_plus_icon.png).
    2. Under Data, select **Create Records**.
    3. Enter a name for the label. API Name is populated based on the label name.
    4. For How to Set the Record Fields, select **Use separate resources, and literal values**.
    5. For Object, select **Survey Invitation**.
    6. Set the field values.
        
        ![Field values for the survey invitation object](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/mfs_aa_surveys_survey_invitation_object.png)
    7. Select **Manually assign variables**.
    8. For Variable, click in the field and select **New Resource**.
        
        1. For Resource Type, select **Variable**.
        2. For API name, enter SurveyInvitationID.
        3. For Data Type, select **Text**.
        4. Click **Done**.
    9. Click **Done**.
9. Create and save the Survey Subject to link the survey to the service appointment record.
    1. To add an element to the flow, click ![Add element](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/resources-global/_corporate/images/flow_plus_icon.png).
    2. Under Data, select **Create Records**.
    3. Enter a name for the label. API Name is populated based on the label name.
    4. For How to Set the Record Fields, select **Use separate resources, and literal values**.
    5. For Object, select **Survey Object**.
    6. Set the field values.
        
        ![Field values for the survey subject](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/mfs_aa_surveys_survey_subject.png)
    7. Click **Done**.
10. Get the Survey Invitation, and save the survey link.
    1. To add an element to the flow, click ![Add element](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/resources-global/_corporate/images/flow_plus_icon.png).
    2. Under Data, select **Get Records**.
    3. Enter a name for the label. API Name is populated based on the label name.
    4. For Object, select **Survey Invitation**.
    5. In Condition Requirements, select **All Conditions Are Met (AND)**.
    6. For Field, enter Id.
    7. For Operator, select **Equals**.
    8. For Value, enter SurveyInvitationId.
    9. For How to Store Record Data, select **Choose fields and assign variables (advanced)**.
    10. For Where to Store Values, select **In separate variables**.
    11. For Field, select **InvitationLink**.
    12. For Variable, select **SurveyInvitationLink**.
    13. Click **Done**.
11. Update the Service Appointment custom field that you created to hold the survey invitation link.
    1. To add an element to the flow, click ![Add element](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/resources-global/_corporate/images/flow_plus_icon.png).
    2. Under Data, select **Update Records**.
    3. Enter a name for the label. API Name is populated based on the label name.
    4. For Field, select the custom field that you created on the Service Appointment object.
    5. For Value, select **SurveyInvitationLink**.
        
        ![Field values for the Service Appointment record](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/mfs_aa_surveys_sa_record.png)
    6. Click **Done**.
12. Create a messaging template.
    1. From Setup, in the Quick Find box, enter Messaging, and then select **Messaging Templates**.
    2. To create the confirmation template, click **New**.
    3. In the Information area, enter the template name, developer name, and the message that the customer receives.
    4. Add the URL placeholder to your message. The URL enables customers to navigate to the Experience Site that you configured.
        
        1. For Related To, select **Service Appointment**.
        2. For Field, select a placeholder for the survey link.
        3. Click **Insert**. The URL placeholder is added to the message.
    5. In the Channels area, select one or more channels.
    6. Save your changes.
13. Send an SMS with a link to the survey.
    1. Open the survey flow.
    2. To add an element to the flow, click ![Add element](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/resources-global/_corporate/images/flow_plus_icon.png).
    3. Under Interaction, select **Action**.
    4. For Action, select **Messaging Notification**.
    5. Enter a name for the label. API Name is populated based on the label name.
    6. For Messaging Channel Unique Name, enter the messaging channel’s developer name.
    7. For Messaging Template Unique Name, enter the messaging template’s developer name.
    8. Include the Context Record ID, and then select **Record.Id**.
    9. Include the Recipient Phone Number, and then select **Record.Contact.MobilePhone**.
    10. Include the Recipient Record ID, and then select **Record.Contact.Id**.
    11. Click **Done**.
        
        ![Messaging input values](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/mfs_aa_surveys_sms.png)
14. Save and activate the flow.