Feedback Management - Growth License

Understand and avail capabilities of the Feedback Management - Growth license.

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
Available with the Feedback Management - Growth license
  1. Set up Salesforce Feedback Management.
  2. Create surveys and add questions.
    1. Create a survey.
    2. Add survey question types.
    3. Add an attachment question to the survey.
    4. Add a matrix question to the survey.
    5. Configure survey question properties.
    6. Insert responses from previous questions.
    7. Create a survey from a copy.
    8. Create a survey version.
  3. Customize the order of survey questions and pages.
    1. Enable auto-progress to the next survey page.
    2. Show questions based on responses to questions on the same page.
    3. Show survey pages based on responses or merge fields.
  4. Configure and personalize survey questions and responses.
    1. Use merge fields to personalize surveys.
    2. Configure attachment questions.
    3. Create surveys that participants can complete from the email invitation.
    4. Validate short-text responses.
    5. Show survey progress to participants.
    6. Customize the thank you message.
    7. Link to webpages from the Thank You page.
  5. Customize the look and feel of your surveys.
    1. Add custom branding to your surveys.
    2. Insert images in survey pages.
  6. Translate surveys
    1. Survey language for participants.
    2. Specify the survey language for external participants.
  7. Define the default survey settings.
  8. Share and grant access to surveys.
  9. Distribute Surveys.
    Note
    Note With the Feedback Management - Growth license, you can receive unlimited survey responses.
    1. Send survey invitation links.
    2. Send survey invitations by email.
    3. Send survey invitations using Process Builder.
    4. Send survey invitations using Flows.
    5. Share a QR code that contains a survey invitation link.
    6. Generate survey invitations for contacts, person accounts, and leads.
    7. Link to webpages from the Thank You page.
    8. Use rules to target survey participants.
    9. Embed a survey on a webpage or in a chat window.
      Note
      Note With the Feedback Management - Growth license, you can configure chat sessions to open surveys and embed surveys on Experience Cloud sites and external websites.
    10. Share and relate survey records.
    11. Send surveys during a marketing campaign.
    12. Set an expiration date for your survey invitation.
  10. Share and relate survey records.
  11. Track satisfaction across a customer's life-cycle.
  12. Analyze survey responses.
  13. Analyze survey responses to get sentiment insights.
  14. Deploy and use Customer Lifecycle Analytics.
    Note
    Note With the Feedback Management - Growth license, you get five Customer Lifecycle Analytics user licenses.