Feedback Management Configuration

Enable Surveys

Set up your Education Cloud org for users to create recommendation surveys that they can send to an applicant's references.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions
To enable Surveys:	Education Cloud Full Access

Important Salesforce Surveys provides a default allowance of 300 completed survey responses per org. Only completed responses count toward this limit. If you expect higher response volumes, you can purchase more Survey Response Packs. See Salesforce Survey Considerations.

1. In Setup, find and select Survey Settings.
2. Turn on Surveys.
3. Select the Experience Cloud site that you use for admissions.
4. Enable Survey Owners Can Manage Responses.

Create and Assign a Surveys Permission Set

To create and manage surveys, create and assign a permission set to users.

1. In Setup, find and select Permission Sets.
2. Click New.
3. Enter a label for the permission set. Press Tab to automatically fill the API name.
4. Save your changes.
5. Click System Permissions, and then click Edit.
6. Turn on Surveys Advanced Features Starter.
7. Turn on View Setup and Configuration.
8. Save your changes.
9. Next to System Permissions, click , and then select Object Settings.
10. Select Surveys, and then click Edit.
11. For Object Permissions, select Read, Create, Edit, and Delete.
12. Save your changes.
13. Similarly, enable the Read, Create, Edit, and Delete object permissions for Survey Invitations, Survey Responses, and Survey Subjects.

Guest User Profile Access for Your Portal

Change the access permissions for guest users of your Experience Cloud site so that recommenders can access and submit surveys.

See Manage Guest Access to Your Portal.

Configure Guest User File Uploads for Your Experience Cloud Site

Grant permission to guest users of your Experience Cloud site to upload files as part of the recommendation process.

1. From Setup, in the Quick Find box, enter Salesforce Files, and then select General Settings.
2. Click Edit.
3. Select Allow guest users to upload files.
4. Save your changes.