Survey Builder

Survey Builder

The Survey Builder allows users to easily create new surveys in a quick five-step process.

Each section of the Survey Builder includes customization options to suit your specific business needs.

Navigate to the Survey Builder via this button found in the setup wizard:

User-added image


Follow the steps outlined in the sub-sections of this documentation article for more information and instructions on how to use the Survey Builder. Because the Survey Builder uses the Salesforce metadata API, users will need at least Modify All Data, Manage Profiles and Permissions Sets, API Enabled, and Customize Application permissions to take advantage of most of its features.
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