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How to: Create a Salesforce Survey

How to: Create a Salesforce Survey
February 4, 2020 Akhil R. Nath

How to: Create a Salesforce Survey

This blog will explain the steps to create a Salesforce Survey.

  • From the App Launcher, choose “Surveys”.
  • Click “New”. See snapshot of what opens up below.
  • Under “Welcome Page”, enter a welcome message for your survey.
  • According to the number of questions in your survey, you can choose to add multiple pages.
  • Click “Thank You Page” in the left side pane.
  • Enter your “Thank You Message”
  • Click “Save”
  • Name the Survey.
  • Click Activate.
  • There is an option to preview your Survey.

To know how to send this survey to your contacts via email, click here.

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