 Hello friends. I am Sanjay Gupta. I welcome you on Sanjay Gupta Tech School. In this video, I'm going to demonstrate you how you can use surveys in Salesforce. So we will be exploring that feature together. Before starting, if you want to watch more Salesforce training videos, so you can go to description of this video and you can find links of various playlists there. So now moving to the org. So to use surveys, first of all, you need to search survey in the setup. So here survey settings are available. So here you can see create survey and send them to participants when enabled email templates and sample surveys are added to your org. So if you want to use surveys, so you need to enable this. So here it is enabled. So select the default community for creating public survey invitation. So if you want to send invitation to the users, those who are not internal users for this org, so you can select the default community. So right now I don't have any default community. So I will be demonstrating you this by sending surveys to the internal users only and later you can create community and send to non internal users as well. Then survey owners can manage responses so allow survey owners to manage participant responses. So I'm enabling this as well. So now after enabling this feature. So in app launcher you can search for surveys so surveys tab will be available there. So through this tab, you can create surveys in your org. So here you can see this service tab is opened and these are sample surveys. Those are added by Salesforce automatically. Now if you want to create new survey so you can click on this new button. So now we are going to create a new feature of Salesforce that is survey so I clicked on new button so it is opening the builder app for survey. So this is the survey builder. So here are on top left corner you can see you can provide name of your survey. So I'm providing name as demo survey. So this will be the version zero. So after creating survey we can preview it and we can activate it as well. So here we need to perform three steps. First will be build second will be send and third will be analyze and here three kind of pages are available welcome pays then middle screens and then thank you page and two buttons are available. One is for pages that you are currently seeing and second one is for branding. So if we move to branding so here a progress option so automatically move to the next page when the participant responds to the last question on a page. So auto progress if you want to enable you can choose. You can pick a particular background image. Then you can set background image opacity background image blur background color content card question color on search choice button color. So all these things are available here start next and finish button button color text color previous button color and text color so these are the parts of branding. So these you can choose as per your requirement. So I am just creating welcome screen, some pages and then thank you base then we will activate this and will send this survey to internal users so that we can see how responses can be generated. So I clicked on welcome page. So writing welcome to survey and here you can see this is rich text components so here you can apply formatting as well. If you want to place it to center so you can align it at center then describe your survey so here you can put some description about your survey so I'm putting test description about survey. So next and finish button will be available here. Then I'm moving to thank you page. So thank you for providing your response. Right, and here also you can enter additional information. So this way we created welcome page and thank you page. Now we need to create separate pages so I'm clicking on that page. So here you can see page one is added and this page looks a bit lonely at a question to give it some flair. So from here you can add the question so here various question adding options are available. So these you can try one by one so some popular items are like ranking rating score. And if you want some text to be entered by the user as a response to a question so you can choose long text if you want to choose like or dislike so you can choose this one. So this way you can select so let me select ranking. So here you can see this ranking option is available here you can put your question you can describe your question. Then add ranking item so here you can put those then you can put the weight as well. Right, and if you want if you don't want to use this so you can remove this as well and you can pick any other one like rating. So you can see good bad these ratings are available so stars are available. So change rating scale so you can increase them as well. Right, so this way you can apply these settings. Right, so I am entering let's say question number one. On screen one this question number one will be available then this these five stars will be available for the response. And if you want to make it required like the user cannot ignore this response so you can click on required as well. So now user has to fill this response because now it is required and then after filling this they can move to the next page. Right, so I am removing this and first option is description so here you can see describe your question option is available. So if you remove that so that will be removed from now I am adding one more page so here I am picking this score. So here you can see on the scale of 012345 up to 10 these digits are available. If you want to decrease them so you can do that as well. The rest of the things are same so let's say it is question number two. So I am not writing any specific question I am just creating them for demo purpose. Now adding page three so let's say you want to receive some text description. So this is question number three and from here I am removing this describe your question. So I created three pages so I hope later on after watching this video you can apply or you can use these all options as per the requirement so you can hit and try and whichever is suitable for your requirement you can choose. Right, so I am deleting this fourth page and here you can see copy option is available so if you want to copy a particular piece so you can click on this button. So it is duplicate and this is for page branching logic. Yeah, this is also one important thing. So display logic. So if I click here. Right, so here you can choose like display option like if a particular condition is true then only this page will be visible so you can create page branching logic as well here. So I think these options are pretty easy you can use them as per your requirement now we can apply a preview. So here you can see this is the heading for welcome screen. This is the test description that I provided. Now if I click on next so it is showing question number one and this way I can select the responses. If I click on next question number two and I can choose a particular desert from here. Then next question number three so here I need to fill the response in text form and then finish. So it is showing the thank you messes. So this is the preview so this way we created the survey. Right, and let's say if I make this required so this required option will be available here. Right now here we have this option to save this. So here you can see version one is creating so it is saved and here we have another option like creating version make a copy and default setting. So you can explore them as well so they are quite easy to understand by their label. Then now I am going to activate this so that I can send this survey to internal user. So I'm activating this. So we saw a preview of the survey now I'm going to tell you how you can send this survey to users. So now here you can see we cannot modify the survey now so it is created and it is now published so we can directly use it if you want to modify this. So in that case you can create new version of this survey. Right so version two will be created and then you can modify these existing pages or you can add more pages as well. Now, build part is complete. So now it is converted into view moving to send. So here we have two option you can get a mutation link so generate a link or qr code to share via chat social media etc. So if you click on this option so it will provide you a surveilling. Remember that if you send this survey link to a particular member. So in that case default community, you need to create and set. So this, there are two option participants in your company and participant outside your company. So here you can see it is saying current generate survey invitation for participant outside your org ask your admin to enable community and select a default community for survey right. So if you want to send this survey link to the users who are outside your org so then you need to enable the community and for the users who are member of this org. So for for their purpose, you can copy this link and you can send them. So we're not using this we are just sending this surveilling by an email. So here you can see various options are available so you can send individual questions as well and you can send complete survey link as well. So I'm selecting survey link clicking on next. So now we can prepare an email text kind of thing here. So from to so into I'm searching my email ID. Right so here you can see initially context are available. So we can't send this survey to context because they are not a community users. So I'm just selecting these internal users. So I'm selecting this user or maybe let me select another user because as Sanjay Gupta I'm already logged in so I'm selecting because Gupta but email ID same. Right. So this is my email ID on which this survey will be sent. So here this is a sample template which is created automatically so if you want to add some more text you can do and these are simple email action formatting so you can choose these things as per your requirement and you can also choose email templates if you have. So I'm leaving it as it is so it will send this hello and first name of the user then this open survey link will be sent and thank you and organization name. So now I'm clicking on next so sender is this email ID recipient is because Gupta, then select contains are willing. Now here some more things are available invitation link setting. So you want to send unique links so create a unique survey invitation and associate this responders name with the response record. So if you want responders name to be added with this record so you can select this checkbox. Anonymous sorry anonymize responses so you can check this checkbox and auto expire so if you want to limit this response for a particular date so you can choose that date as well. Right. So these are options so I'm not selecting anyone. I'm just clicking on send. So it's out of the door your email has been sent so I'm moving to my email ID so here you can see survey link is available. So subject is available automatically. And here you can see it is showing hello because then organization name is Sanjay Gupta underscore tech school. And this is the surveilling so I'm clicking on it so it will be opened. So here you can see this background images by default provided by Salesforce. If you want to choose your own so in the builder you can choose that as well. I'm clicking on next so here I'm picking this option, clicking on next. So here you can see pause option is also available. I'm picking responses five then next. And here you can see this is required so if I click on finish so one or more question requires an answer to continue. So this validation is firing automatically. I'm filling test response here and clicking on finish. So it is saying thank you for providing your response so I successfully submitted a response. So this part is complete now I'm coming to analyze so I'm refreshing it. So here you can see one responses either in complete state or in progress response state. Right. And then response status so completed response test dashboard. So I'm just refreshing it so that whatever response I provided will be available here. Okay, meanwhile, let me open that survey tab again. Yeah, it is already opened here. So whatever survey I created, you can see it is available here as well so the survey responses you can see here as well. So they will be available here so yeah, here it is. This is question one response. Okay, so let me tell you this one first then we will refresh that again. So this is the detail regarding the survey that we created so number of version is one latest version. So all these details are available. These are related list so survey versions, whatever version for this survey you create all the links will be available here. Survey invitation so here a generic invitation and this is the invitation that we send so if I click on this link. So this is the generic invitation that is providing an invitation link. Right. And if I open this one. So this is the survey that I sent. And in related you can see the survey responses. So these are the details responses completed and if we go to related so these are the responses. So for question I provided five question to I provided five and for questions I provided test response. So this way you can see all the responses are recorded in survey object. So this way you can explore all your surveys and their responses. And here, if we refresh this page again. Yeah, so here it is creating different pages so it is showing page one responses, then this is base two response and this is base three response. So, this way, whatever number of pages you created you can see their responses together. So if I send this survey to 10 people so all 10 responses. So this will be available here automatically. And later on you can export responses as well so you can click here and you can download this so associated object, then from and to date so it will be downloading a CSV file, and it will send this response to via email. So, this is all about surveys so I hope you understood how we can create surveys in Salesforce. So I tried to explore each and every step of survey so remember one thing also. Yeah, remember one thing also like on the profile. So if I move to profile. So, for different profiles, we need to give access to survey object as well so I logged in as a system admin so I was able to use that object. But let's say if we open any standard user profile and if I search for service so here you can see. So these are the permissions that survey related objects require so survey invitation survey responses survey and survey subjects. These four objects are available here so for a particular profile you can manage these permissions right and while creating community users so you will be using a community profile for that so they're also you can control these objects permissions. So this is important part so if a particular user profile is not having permission for surveys so they won't be able to send the responses. So this is also important part. So I hope with this video you are now familiar how to use surveys in Salesforce. So try this in your org and if you have any question or queries you can comment in this video. Thank you for watching this video.