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Enable and use Standard Salesforce Survey

Enable Surveys

  • To enable survey we need to do some prerequisite: 
  • Create a community (Use suitable Template)
  • Provide access to Guest user Profile
Follow the steps:
1. From Setup, enter Survey in the Quick Find box, then select Survey Settings.
2. Check which Experience Cloud site is selected as the default site to create public survey invitations.
3. Enter Sites in the Quick Find box, then select All Sites.
4. Open Experience Builder of the default site.
5. From Experience Builder, click Settings icon, and select General.
6. Click the profile name under Guest User Profile. Click Edit.

Survey Read
Survey Invitations Read
Survey Responses Read AND Create

Provide access to create Survey:
Enable Users with a Custom Profile to Create and Send Surveys

Surveys Read, Create, Edit, AND Delete
Survey Invitations         Read, Create, Edit, AND Delete
Survey Responses         Read, Create, Edit, AND Delete
Survey Subject Read, Create, Edit, AND Delete
Assets Read AND Create

The permissions for the Assets object allow users to insert images in survey pages.
The users must be assigned the Salesforce license.
Create a Permission Set and provide access to View Setup and Configuration

Let me know if you have any issue with survey, any issue with activating new Survey or regarding Manage Survey Permission


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