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  1. 11 ago 2025, 14:28

    Hi @Ajay Nambiar

     

    To create survey:  

    1. Configure a Survey in Salesforce:

    2. Automate Survey Delivery via Flows 

    3. Distribute Surveys via Digital Channels including WhatsAp 

    4. Analyze Surveys in

    Analyze tab in Survey Builder to view a summary of your survey results. This provides a quick overview of response data.

    Further, you can create custom report types in Salesforce to generate detailed reports. For example, use "Survey Responses" as the primary object and "Survey Question Responses" as related objects. To visualize and analyze specific survey data and trends the data collected, you can use Salesforce dashboards, which can display key metrics like response rates, average ratings, and trends over time.

    Regards, 

     

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