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Trailhead

Get Started with Salesforce Surveys

Salesforce via Trailhead

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Overview

Gain insights into what your customers and users think and refine your customer feedback strategy.
  • Gather insights from customers or employees with surveys.
  • Translate, automate, and evaluate your surveys with Salesforce Surveys.
  • Use Salesforce Surveys to follow-up with customers who contacted support via live chat.
  • Use automation to enhance survey response rates and engage customers better.
  • Use analytics templates to gather actionable insights from survey responses.

Syllabus

  • Survey Basics
    • Prepare for Your First Survey
    • Build Your Survey
    • Add Logic to Your Survey
    • Send Out and Track Your Survey
  • Salesforce Surveys for Admins
    • Translate Your Survey
    • Begin and Close Cases with Survey Invitations
    • Automate Your Survey Invitations
    • Analyze Your Responses
  • Design and Distribute Surveys with Salesforce Feedback Management
    • Get Started with Salesforce Feedback Management
    • Add Merge Fields Within Your Surveys
    • Create or Update Records Based on Responses
    • Gather Post-Chat Feedback
  • Automated Survey Invitations with Flows
    • Build a Flow to Send Survey Invitations
    • Automate Survey Reminders
  • Tableau CRM Customer Lifecycle Analytics
    • Get Started with Customer Lifecycle Analytics
    • Set Up the Customer Lifecycle Analytics App
    • Use Customer Lifecycle Analytics

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