---
schema_version: "1"
id: 95cde9a7dca1278f97758a2ea03ebb20cb5931c4c1c4f7ebb32f379a0e6ae008
title: Feedback Management Configuration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_get_ready_to_use_recommender_experience_flows.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_get_ready_to_use_recommender_experience_flows.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c4f58dceb101edcd25baf3a4112baa0a29a18ad4834f05fdb98e442584db6ac3
description: Recommender experience flows use Salesforce Feedback Management surveys to collect recommendation details and Omnistudio components show them on the Individual Application page.
products:
  - Education
release: "264"
---
# Feedback Management Configuration

Recommender experience flows use Salesforce Feedback Management surveys to collect recommendation details and Omnistudio components show them on the Individual Application page.

- **[Enable Surveys](https://help.salesforce.com/s/articleView?id=sfdo.ec_get_ready_to_use_recommender_experience_flows.htm&release=264.0.0&type=5)**  
    Set up your Education Cloud org for users to create recommendation surveys that they can send to an applicant's references.
- **[Create and Assign a Surveys Permission Set](https://help.salesforce.com/s/articleView?id=sfdo.ec_get_ready_to_use_recommender_experience_flows.htm&release=264.0.0&type=5)**  
    To create and manage surveys, create and assign a permission set to users.
- **[Guest User Profile Access for Your Portal](https://help.salesforce.com/s/articleView?id=sfdo.ec_get_ready_to_use_recommender_experience_flows.htm&release=264.0.0&type=5)**  
    Change the access permissions for guest users of your Experience Cloud site so that recommenders can access and submit surveys.
- **[Configure Guest User File Uploads for Your Experience Cloud Site](https://help.salesforce.com/s/articleView?id=sfdo.ec_get_ready_to_use_recommender_experience_flows.htm&release=264.0.0&type=5)**  
    Grant permission to guest users of your Experience Cloud site to upload files as part of the recommendation process.

## Enable Surveys

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Required Editions"><caption>Required Editions</caption> <colgroup><col style="width:100%"></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;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

 
| User Permissions |   |
| --- | --- |
| To enable Surveys: | Education Cloud Full Access |

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_important.png)

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](https://help.salesforce.com/s/articleView?id=000394564&type=1&language=en_US).

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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Required Editions"><caption>Required Editions</caption> <colgroup><col style="width:100%"></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;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

 
|   |   |
| --- | --- |
| To create permission sets: | Education Cloud Full Access |

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 ![Actions menu icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/actionsmenu.png), 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](https://help.salesforce.com/s/articleView?id=sfdo.ec_manage_guest_access_to_your_portal.htm&release=264.0.0&type=5 "To show unauthenticated site visitors information about your institution's academic schedule, student programs, financial aid options, course catalog, and so on, give guest users read access to the relevant records.").

## 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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Required Editions"><caption>Required Editions</caption> <colgroup><col style="width:100%"></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;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

 
| User Permissions Needed |   |
| --- | --- |
| To configure guest user file uploads: | Education Cloud Full Access |

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.