Il s’agit d’une fonctionnalité standard intégrée nativement à Salesforce. Nous aborderons les prérequis nécessaires à l’utilisation des enquêtes, comment créer une enquête, et comment l’envoyer à un client (ou prospect). Vous serez ainsi autonome dans la création de vos enquêtes de satisfaction.

2. You
55%
17%
28%
Connaissez-vous les Survey ?
Non, pas encore mais je compte sur toi !
Oui, et j'ai déjà expérimenté
Oui, mais jamais pratiqué

3. You
44
4
18
10
Administrateur Architecte Autre Développeur
Quel est votre profil ?

4. Table Of Content
● What is Survey ?
● Use Case
● Setup Survey
● Create Survey
● Send Survey (Manually & Automatically)
● Test Survey
● Report Survey result
● Conclusion

5. What is Survey
 What is Survey ?
● Use Case
● Setup Survey
● Create Survey
● Send Survey (Manually & Automatically)
● Test Survey
● Report Survey result
● Conclusion

6. What is Salesforce Survey
● Create engaging surveys
● Easy-to-use
● Simple editor
● Collect feedback and information from your users or customers.
● Different types of questions

7. What is Salesforce Survey
12 Salesforce objects
for manage,
personalize and
report Survey.

8. Use Case
● What is Survey ?
 Use Case
● Setup Survey
● Create Survey
● Send Survey (Manually & Automatically)
● Test Survey
● Report Survey result
● Conclusion

9. Use Case
Recueillir l’avis d’un client
suite à l’achat d’un produit

10. Use Case
Evaluer la qualité de service
suite au traitement d’une requête (Case)

11. Setup Survey
● What is Survey ?
● Use Case
 Setup Survey
● Create Survey
● Send Survey (Manually & Automatically)
● Test Survey
● Report Survey result
● Conclusion

12. Setup Survey
Pre work
1. Enable and create a Site (All Community – new Digital Experience)
2. Enable Survey
3. Assign Permission Set
Click and select Setup

13. Setup Survey
Step 1
Enable Digital Experience
and create community

14. Setup Survey
The new name of « Community »
 Check « Enable Digital Experience »
 Fill the Domain Name
 Check Availability
 Save

15. Setup Survey
Create a new Site

16. Setup Survey
Select a template (empty)
Enter a Name (survey)

17. Setup Survey

18. Setup Survey

19. Setup Survey
Setup public access for your site

20. Setup Survey
Setup default page and publish it

21. Setup Survey
Publish is done

22. Setup Survey
Go to « Administration »

23. Setup Survey
Activate the community

24. Setup Survey
Step 2
Enable Survey

25. Setup Survey
Enable Survey

26. Setup Survey
Select your community

27. Setup Survey
Step 3
Create and Assign Permission Set

28. Create a new « permision Set » and name it « Survey »
Setup Survey

29. Setup Survey
Permision Sets
Section Item Description
System Permissions Manage Surveys Create, Edit and Delete Surveys.
System Permissions Salesforce Surveys
Advance Features
Use advanced features of
Salesforce Surveys.

30. Setup Survey
Permision Sets (Read/Create/Edit)
Section Item Description
Object settings Survey Invitations
Object settings Survey Responses
Object settings Surveys
Object settings Survey Subjects

31. Create Survey
● What is Survey ?
● Use Case
● Setup Survey
 Create Survey
● Send Survey (Manually & Automatically)
● Test Survey
● Report Survey result
● Conclusion

32. Create Survey
In the « App Launcher » select the « Surveys » Tab

33. Create Survey
Click « New » button for create a new Survey

34. Create Survey
Fill the name « Case Satisfaction » and click « Continue »

35. Create Survey
You have the following page

36. Create Survey
You have 2 standard pages
 Welcome Page
 Thank you Page
And you can create multiples
questions pages

37. Create Survey
Welcome Page
Welcome to the Thierry's Corporation
Satisfaction survey.
This survey contains 2 questions for a
duration of 1 min

38. Create Survey
Welcome Page
Welcome to the Thierry's Corporation
Satisfaction survey.
This survey contains 2 questions for a
duration of 1 min
Thank you Page
Many thanks for your participation.
Have a nice day

39. Create Survey

40. Create Survey
1
2
3

41. Create Survey
Select the type of question

42. Create Survey
We now create 3 forms with the following questions
 Have we responded to your request?
 Are you satisfied with the processing time?
 Would you recommend our company?

43. Create Survey
We have created 3 questions pages. Click « Save » and « Activate »
You can Use
« Preview » button
to test it.

44. Create Survey

45. Send Survey
● What is Survey ?
● Use Case
● Setup Survey
● Create Survey
 Send Survey (Manually & Automatically)
● Test Survey
● Report Survey result
● Conclusion

46. Send Survey
Manually via Link
1
2

47. Send Survey
1
2 3
4

48. Send Survey
Manually via Email
1
2

49. Send Survey
All recipients must be of
only one of the following types :
 Lead
 Contact
 User

50. Send Survey

51. Send Survey
Automatically via process builder
when Case is closed

52. Send Survey

53. Send Survey

54. Send Survey

55. Send Survey

56. Test Survey
● What is Survey ?
● Use Case
● Setup Survey
● Create Survey
● Send Survey (Manually & Automatically)
 Test Survey
● Report Survey result
● Conclusion

57. Test Survey
2 tests is necesary :
 As internal user (Commercial)
 As client

58. Test Survey
As internal user (Commercial)
 Test creation, manage and reporting actions

59. Test Survey
Enable feature : Administrators Can Log in as Any User

60. Test Survey
Client
 Reponding to the survey (private navigation)

61. Test Survey
Automatically viaprocess builder

62. Report Survey result
● What is Survey ?
● Use Case
● Setup Survey
● Create Survey
● Send Survey (Manually & Automatically)
● Test Survey
 Report Survey result
● Conclusion

63. Report Survey result
Integrated Surevey Analyse

64. Report Survey result
Create a Salesforce Report Type « Surevey Responses »

65. Report Survey result
Create a Salesforce Report Type « Surevey Responses »

66. Report Survey result
Create a Salesforce Report Type « Surevey Responses »
Master :
Survey Responses
Relationship :
Suervey Question Responses

67. Report Survey result
Select the « Report » tab, click « New Report » button » on select « Survey »
report type.

68. Conclusion
● What is Survey ?
● Use Case
● Setup Survey
● Create Survey
● Send Survey (Manually & Automatically)
● Test Survey
● Report Survey result
 Conclusion

69. Conclusion
More about Survey :
 Customize (Logo, font, background)
 Translate Survey
 Single or multiple pages
 Merge Fields (from record, user and org)
 Use it in APEX

70. Conclusion
 Salesforce help
https://help.salesforce.com/articleView?id=sf.concept_salesforce_surveys.htm&type=5
 Trailhead : Trail with 4 modules
https://trailhead.salesforce.com/en/content/learn/trails/get-started-with-salesforce-surveys
 Survey Data model
https://developer.salesforce.com/docs/atlas.en-
us.api.meta/api/sforce_api_objects_salesforce_surveys_object_model.htm
 Salesforce Add-on Pricing
https://www.salesforce.com/content/dam/web/en_us/www/documents/pricing/all-add-ons.pdf

71. Conclusion
Q/A