Gather Customer Insights with Salesforce Surveys
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.