Salesforces surveys advanced features are really awesome tools to be used by Salesforce customers! However, they can be pretty complicated to enable.
Personally, I’ve run into this issue before when attempting to use surveys advanced features
These features include:
- Matrix Question Capabilities
- Data Mapping
- Using Merge Fields
- Custom Notifications
Those features are really awesome tools to use when creating surveys.
Note: You must have the Feedback Management License in order to use these features!
Youtube Video
Before we jump too far into the post I want to mention that there is a corresponding youtube video on the Salesforce Emily youtube channel.
I will embed that here but keep scrolling to get to the good stuff!
Step-by-Step Tutorial
The first thing you’ll need to do is head to setup.
To get there click on the gear icon in the top right corner.
When in setup search for surveys and select ‘Survey settings’.
Then you will need to toggle on surveys in order to enable it.
Once you’ve enabled surveys search again in the quick find for permission sets.
Once in permission set create a new permission set.
This permission set will be used to assign the advanced features to a user.
Once you’ve saved the initial label and description for the permission set, search for “Salesforce Surveys Advanced Features”.
Click edit and click the check box next to the “Salesforce Surveys Advanced Features” box.
Click save and confirm the changes to the permission set.
Next you will need to add assignments to this permission set, or add your users to this setting.
Click Add Assignments.
Then choose which users you would like to assign this permission set to.
Click asssign and choose if this permission set will have an expiration or not.
Once assigned, go ahead and verify that you have these advanced features ready to use!
In the app launcher search and click on surveys.
Then either edit or create a new survey.
Once in the survey editor you should see an advanced settings button.
Then with the down carrot you should have survey data mapping and merge field variables as options!
Conclusion
A big congrats to you for making it through this blog post! We hope you found it useful!
Check out the Salesforce Emily youtube channel here.
You can read more about us here
And check out our courses here