Assign the required permissions for users to create, send, respond to, and translate surveys.
| 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 |
Assigning permissions entails assigning user permissions for people in your Salesforce Feedback Management org, and then assigning additional perms for different categories of users: You can also assign permissions for users in your org who need to translate surveys into different languages.
- People in the org who create and send surveys
- People in the org who respond to surveys, and
- People who respond to surveys as guest users on an Experience Cloud site
- Assign User Permissions
Give users permission to access Salesforce Feedback Management. - Permissions to Create and Send Surveys
Give your users the user and object permissions they need to create and send surveys. - Assign Permissions to Respond to Surveys
Give your users the object permissions they need to respond to surveys. - Assign Permissions to Guest Users to Respond to Surveys
Give guest users on Aura or Visualforce sites in Experience Cloud the object permissions they need to respond to unauthorized surveys sent to contacts and leads. - Assign Permissions to Translate Surveys
Give your users the permissions they need to translate surveys in other languages.