--- schema_version: "1" id: 82ed140b882e5f136c5aa747892785fb1147fa00062b59be96c294effec95d14 title: Feedback Management - Growth License collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/concept_feedback_management_growth.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.concept_feedback_management_growth.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 22d51709bf979a8d55e6427b0a350a80bd792c4890164fb5693dcff1c12a12f9 description: Understand and avail capabilities of the Feedback Management - Growth license. products: - Feedback Management - Service Cloud - Cross Cloud release: "264" --- # 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](https://help.salesforce.com/s/articleView?id=xcloud.concept_setup_surveys_overview.htm&release=264.0.0&type=5 "Enable Salesforce Feedback Management in your org and configure it based on your requirements. Give users permission to create and share surveys, to view survey records, and respond to surveys. Add related lists and Lightning components that help track surveys, survey invitations, and survey responses. Analyze survey responses with custom report types."). 2. Create surveys and add questions. 1. [Create a survey](https://help.salesforce.com/s/articleView?id=xcloud.task_create_survey.htm&release=264.0.0&type=5 "Create a standard survey to collect data from customers, employees, or other people whose feedback you need."). 2. [Add survey question types](https://help.salesforce.com/s/articleView?id=xcloud.reference_survey_question_types.htm&release=264.0.0&type=5 "Use a variety of question types to collect the information and feedback you seek."). 3. [Add an attachment question to the survey](https://help.salesforce.com/s/articleView?id=xcloud.concept_upload_attachments_in_surveys.htm&release=264.0.0&type=5 "Allow participants to upload documents such as receipts for warranty claims by including attachment questions in your survey."). 4. [Add a matrix question to the survey](https://help.salesforce.com/s/articleView?id=xcloud.reference_survey_question_types.htm&release=264.0.0&type=5 "Use a variety of question types to collect the information and feedback you seek."). 5. [Configure survey question properties](https://help.salesforce.com/s/articleView?id=xcloud.task_survey_page_properties.htm&release=264.0.0&type=5 "Use a question's properties to indicate whether the question is required and to add a description field to a question."). 6. [Insert responses from previous questions](https://help.salesforce.com/s/articleView?id=xcloud.task_insert_response.htm&release=264.0.0&type=5 "Customize a survey question or thank you message by including the participant's response from a previous question."). 7. [Create a survey from a copy](https://help.salesforce.com/s/articleView?id=xcloud.task_clone_survey.htm&release=264.0.0&type=5 "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."). 8. [Create a survey version](https://help.salesforce.com/s/articleView?id=xcloud.task_create_survey_version.htm&release=264.0.0&type=5 "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."). 3. Customize the order of survey questions and pages. 1. [Enable auto-progress to the next survey page](https://help.salesforce.com/s/articleView?id=xcloud.task_auto_progress.htm&release=264.0.0&type=5 "Help to speed participants through surveys by automatically sending them to the next page when they answer the last question on the current page."). 2. [Show questions based on responses to questions on the same page](https://help.salesforce.com/s/articleView?id=xcloud.task_add_display_logic.htm&release=264.0.0&type=5 "Use display logic to show questions based on responses to other questions on the page."). 3. [Show survey pages based on responses or merge fields](https://help.salesforce.com/s/articleView?id=xcloud.concept_page_branching_logic.htm&release=264.0.0&type=5 "Use page branching logic to determine the survey page that participants view next, and to allow participants to submit the survey and go to the Thank You page."). 4. Configure and personalize survey questions and responses. 1. [Use merge fields to personalize surveys](https://help.salesforce.com/s/articleView?id=xcloud.concept_merge_fields.htm&release=264.0.0&type=5 "Define and insert variables for merge fields in welcome messages, survey questions, and thank you messages. Inserted merge fields resolve to field values in Salesforce records, participant details, company information, and custom values."). 2. [Configure attachment questions](https://help.salesforce.com/s/articleView?id=xcloud.concept_upload_attachments_in_surveys.htm&release=264.0.0&type=5 "Allow participants to upload documents such as receipts for warranty claims by including attachment questions in your survey."). 3. [Create surveys that participants can complete from the email invitation](https://help.salesforce.com/s/articleView?id=xcloud.task_respond_within_email.htm&release=264.0.0&type=5 "Create a one-question survey that participants can complete with a single click from within the email invitation."). 4. [Validate short-text responses](https://help.salesforce.com/s/articleView?id=xcloud.task_validate_short_text_responses.htm&release=264.0.0&type=5 "Validate responses to short-text questions to help ensure the quality of feedback you receive."). 5. [Show survey progress to participants](https://help.salesforce.com/s/articleView?id=xcloud.task_validate_short_text_responses.htm&release=264.0.0&type=5 "Validate responses to short-text questions to help ensure the quality of feedback you receive."). 6. [Customize the thank you message](https://help.salesforce.com/s/articleView?id=xcloud.task_customize_thank_you_page.htm&release=264.0.0&type=5 "Customize the message that participants see when they finish the survey. Write multiple messages and then create the logic that determines which message participants view."). 7. [Link to webpages from the Thank You page](https://help.salesforce.com/s/articleView?id=xcloud.task_thank_you_page_webpages.htm&release=264.0.0&type=5 "Keep your customers engaged after they respond to surveys by adding links or redirects to your company website, social media pages, or other webpages on the Thank You page."). 5. Customize the look and feel of your surveys. 1. [Add custom branding to your surveys](https://help.salesforce.com/s/articleView?id=xcloud.concept_surveys_branding.htm&release=264.0.0&type=5 "Customize surveys to reflect your company's brand and style."). 2. [Insert images in survey pages](https://help.salesforce.com/s/articleView?id=xcloud.task_insert_images.htm&release=264.0.0&type=5 "Insert one or more images in questions and on the Welcome and Thank You pages."). 6. [Translate surveys](https://help.salesforce.com/s/articleView?id=xcloud.task_translate_surveys.htm&release=264.0.0&type=5 "Gather insight from your global audience by translating your surveys into other languages.") 1. [Survey language for participants](https://help.salesforce.com/s/articleView?id=xcloud.concept_participants_view_translated_surveys.htm&release=264.0.0&type=5 "Understand how participants inside and outside your Salesforce org see and respond to translated surveys."). 2. [Specify the survey language for external participants](https://help.salesforce.com/s/articleView?id=xcloud.task_unauthenticated_language_choosen.htm&release=264.0.0&type=5 "When participants outside your Salesforce org open a survey invitation, they select the language in which they want to view the survey. However, you can edit the survey invitation link for external participants to ensure that they view the survey in a particular language."). 7. [Define the default survey settings](https://help.salesforce.com/s/articleView?id=xcloud.task_default_settings.htm&release=264.0.0&type=5 "Define the default for email, language, engagement context, and invitation settings for your surveys."). 8. [Share and grant access to surveys](https://help.salesforce.com/s/articleView?id=xcloud.task_share_surveys.htm&release=264.0.0&type=5 "Collaborate with your team when designing surveys by manually sharing survey records with them."). 9. Distribute Surveys. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-feedback_management-264-0-0-production-enus/a6ddb038-83cb-47d7-b4de-b2b573c479e7/images/icon_note.png) Note With the Feedback Management - Growth license, you can receive unlimited survey responses. 1. [Send survey invitation links](https://help.salesforce.com/s/articleView?id=xcloud.task_send_generate_link.htm&release=264.0.0&type=5 "Generate a survey invitation link, configure the invitation settings to control your survey's security, and send the invitation to participants."). 2. [Send survey invitations by email](https://help.salesforce.com/s/articleView?id=xcloud.concept_send_email.htm&release=264.0.0&type=5 "Email survey invitations to individual participants using their email address, or to a group of participants using a list. Use invitation templates that include the survey question or a link to the survey, customize the templates, or compose your own email invitation."). 3. [Send survey invitations using Process Builder](https://help.salesforce.com/s/articleView?id=xcloud.concept_send_invitation_process_builder.htm&release=264.0.0&type=5 "Use the Send Survey Invitation action type in Process Builder to email survey invitations to leads, contacts, and users in your org."). 4. [Send survey invitations using Flows](https://help.salesforce.com/s/articleView?id=xcloud.concept_send_invitation_flow_builder.htm&release=264.0.0&type=5 "Use Flow Builder to automatically email survey invitations to leads, contacts, and users in your org based on a condition, such as, when a customer support case closes."). 5. [Share a QR code that contains a survey invitation link](https://help.salesforce.com/s/articleView?id=xcloud.task_qr_code.htm&release=264.0.0&type=5 "Download a QR code that contains a survey and share it with participants in printed marketing materials or for easy access from mobile devices."). 6. [Generate survey invitations for contacts, person accounts, and leads](https://help.salesforce.com/s/articleView?id=xcloud.task_generate_survey_invitation.htm&release=264.0.0&type=5 "Create survey invitations for contacts, person accounts, and leads from their records."). 7. [Link to webpages from the Thank You page](https://help.salesforce.com/s/articleView?id=xcloud.task_distribute_surveys_using_digital_engagement_channels.htm&release=264.0.0&type=5 "Share survey invitations with a wider audience on WhatsApp and Facebook Messenger, and allow participants to respond on the go by sharing invitation links in an SMS. This feature is available only in standard Messaging channels."). 8. [Use rules to target survey participants](https://help.salesforce.com/s/articleView?id=xcloud.task_target_specific_participants_using_rules.htm&release=264.0.0&type=5 "Survey Invitation Rules allow you to send rule-based surveys when a record is created or updated for a Survey Subject supported object. Add a customer engagement context to the rule to collect information about the groups that are targeted."). 9. [Embed a survey on a webpage or in a chat window](https://help.salesforce.com/s/articleView?id=xcloud.concept_embed_surveys.htm&release=264.0.0&type=5 "Make your survey available to site visitors and through support channels by embedding them on a webpage or in a chat window."). ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-feedback_management-264-0-0-production-enus/a6ddb038-83cb-47d7-b4de-b2b573c479e7/images/icon_note.png) 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](https://help.salesforce.com/s/articleView?id=xcloud.concept_share_survey_records.htm&release=264.0.0&type=5 "Enable users to view their survey invitations and responses by sharing those records. Check the users who have access to survey records. Relate Salesforce records to survey invitation records."). 11. [Send surveys during a marketing campaign](https://help.salesforce.com/s/articleView?id=xcloud.task_use_survey_marketing_cloud.htm&release=264.0.0&type=5 "Use the Survey Invitation object in Journey Builder to send survey invitations as part of a marketing campaign."). 12. [Set an expiration date for your survey invitation](https://help.salesforce.com/s/articleView?id=xcloud.concept_surveys_expiration.htm&release=264.0.0&type=5 "Add, change, or remove an expiration date for an invitation at any point during its lifecycle."). 10. [Share and relate survey records](https://help.salesforce.com/s/articleView?id=xcloud.concept_share_survey_records.htm&release=264.0.0&type=5 "Enable users to view their survey invitations and responses by sharing those records. Check the users who have access to survey records. Relate Salesforce records to survey invitation records."). 11. [Track satisfaction across a customer's life-cycle](https://help.salesforce.com/s/articleView?id=xcloud.task_customer_lifecycle_maps.htm&release=264.0.0&type=5 "Understand how participants feel about your company, product, or service throughout their customer journey by tracking satisfaction metrics with Customer Lifecycle Maps."). 12. [Analyze survey responses](https://help.salesforce.com/s/articleView?id=xcloud.concept_analyze_responses_overview.htm&release=264.0.0&type=5 "Gain insights into responses by using the Analyze tab in the Survey Builder to view and export response data."). 13. [Analyze survey responses to get sentiment insights](https://help.salesforce.com/s/articleView?id=xcloud.sentiment_insights.htm&release=264.0.0&type=5 "Analyze the sentiment of your customers and get actionable insights to improve it. Sentiment Insights uses the Amazon Comprehend BatchDetectSentiment API with your AWS account to get insights about your customers’ sentiment based on their feedback."). 14. [Deploy and use Customer Lifecycle Analytics](https://help.salesforce.com/s/articleView?id=xcloud.concept_analytics_deploy.htm&release=264.0.0&type=5 "Customer Lifecycle Analytics lets you surface survey response metrics anywhere in Salesforce and get instant insight into your customer right from where you work."). ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-feedback_management-264-0-0-production-enus/a6ddb038-83cb-47d7-b4de-b2b573c479e7/images/icon_note.png) Note With the Feedback Management - Growth license, you get five Customer Lifecycle Analytics user licenses.