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how to create survey/survey form(for feedback purpose)  accessible for customers (people outside of our organization) . Survey Force Application allows only for internal users.

1 respuesta
  1. 29 dic 2022, 09:11

    @Suryakant Salke you can actually send to externals with Community/experience cloud.

    1. Go to Set up -> Digital Experiences -> Settings & enable Digital Experiences.
    2. All Sites -> Create a new Site, follow all the steps & activate that site.
    3. Surveys -> Surveys Settings -> "Select the default community for creating public survey invitations." -> choose the Community that you've created.
    4. When you send surveys, on the tab "Participants Outside Your Company", the link is available for you to send to externals.

     

    Hope Salesforce can facilitate somehow & streamline the whole Surveys feature, seems like many steps to go through to be honest...

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