Gather Customer Insights with Salesforce Surveys

Get customer feedback fast with Salesforce Surveys in Financial Services Cloud. Use a simple editor to create forms for collecting customer data. You can add a variety of question types, including a customer satisfaction score, to gather useful insights from your users and customers. Summarize and share customer feedback in reports and dashboards.

Where: This feature is available in Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud is enabled.

Who: A Survey Creator license is required to create surveys. Financial Services Cloud includes five Survey Creator licenses.

How: To create surveys, assign a Survey Creator permission set to a user, and configure sharing settings for survey objects. To send surveys to your customers, create and enable a Salesforce community. Enable public access to the community, and associate the community with Salesforce Surveys in setup.