2. What is Survey force ?
This is a mobile app that enables the end user to
create questions for a survey that is conducted.
This is to obtain a feedback from the end client.
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3. The Requirements and the Solution
The Requirements
We need to create a survey and there are various
types of these questions that constitute a survey.
The Solution
We make a survey option and there are 4 tabs inside
this option. These are share, edit, header with thank
you and CSS and Results.
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4. 1. Edit Tab
This tab has two subsections
● Add Questions
● Add Subheader and Body
A. Add Questions
We have multiple options here - single select (horizontal), single select
(vertical), Multi-select(vertical), free text and rating options. The user selects
any of the above options say single select (vertical), from the picklist.
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?
5. Single Select (vertical)
On selecting the above question type, you navigate to a different page where
you type the question and you state whether the question is required or not - by
clicking on the checkbox for this field. Now, the user provides the answer in the
box provided and Save the record.
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6. Multi-select Questions
These type of questions are nothing but multiple choice questions. This is as
shown in the below screen.
The user can make multiple choices here, while answering these questions.
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7. Free Text
As shown in the below screenshot, in this type of question, the user can type
an answer in paragraph or in the form of a free text.
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8. B. Add Subheader and Body
This is when the user would like to choose a single header say for two
questions for segregating them into sections. This is explained in the below
screen.
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9. 2. Header, Thank You & CSS
This is the main header section, for customization of the survey form. This is
where the user gives the overall header and the Thank You text.
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10. Uploading a logo for their Organization
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11. The user can also use the above screen for uploading a logo for their organization
here - by clicking on Upload Files and selecting the corresponding picture, as
shown in the below figure.
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12. 3. Share Tab
The form logo that was uploaded in the previous step is what is displayed as in
the Share tab as shown in the below screenshot.
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13. 4. Results Tab
This is useful when the user needs to
review the survey form that is created.
Moreover. We can also create a new
survey based on an account.
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14. 5. Create a New Survey based on an Object in Salesforce
The user clicks on the Accounts object tab and then clicks on Make a New
Survey and add questions to the survey as we have already explained before.
The account name is displayed in the lower part of the form as explained in
the below screenshot.
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15. The user can see the form in the email by choosing the option Email Link with
Account merge option. The email displays the link of the form. The user
navigates to any of the account records and selects a survey account and
enters the email address.
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