Create, copy, and manage surveys across versions. Add a variety of questions and define their properties.
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available with the Survey Response Pack, Feedback Management - Starter, and Feedback Management - Growth licenses |
- Create a Standard Survey
Create a standard survey to collect data from customers, employees, or other people whose feedback you need. - Create a Basic Survey
Create a basic survey that you can use to embed in a custom app or on an external website. - Capture Responses from Partially Completed Surveys
Participants sometimes exit before they complete the survey. Let participants pick up right where they left off by saving their in-progress work. The response status changes from Started to Partially Completed after the partial save window period, and the partial responses are stored in survey objects. Responses are saved when the participant clicks the Next button on a page. For surveys with auto-progress enabled, responses are saved up to the second-to-last page visited. Partial save isn't available for surveys with all questions on a single page. - Survey Question Types
Use a variety of question types to collect the information and feedback you seek. - Survey Question Properties
Use a question's properties to indicate whether the question is required and to add a description field to a question. - Insert Responses from Previous Questions
Customize a survey question or thank you message by including the participant's response from a previous question. - Create a Survey from a Copy
Make a copy of a survey to duplicate its questions and logic. When you copy a survey, it’s not related to the original survey record. The copied survey becomes a new survey record. - Create a Survey Version
Create a version of a survey to duplicate its questions and logic. The new survey version is related to the original survey record in Salesforce. - How Ranking Questions Work
The average rank of an item in a ranking question is calculated based on its weight and the number of responses in which the item has the same rank.