Salesforce Surveys is off until an administrator enables it and points it at an Experience Cloud site for public responses. Here is the setup path before you build your first survey.
- Open Survey Settings
From Setup, search for Survey in the Quick Find box and select Survey Settings. Only a user with the System Administrator profile can turn the feature on.
- Turn on Surveys
Enable the Surveys toggle. Salesforce provisions two sample surveys, Customer Satisfaction and Net Promoter Score, that you can open in the builder to see how questions and pages are put together.
- Select an Experience Cloud site
Choose an Experience Cloud site so external and community participants can reach your surveys through a public URL. Skip this and surveys stay limited to internal Salesforce users.
- Set the Surveys tab and assign access
The Surveys tab defaults to Off, so change it to Default On. Then assign the required permission set to the people who will create and manage surveys.
Lets survey creators view, manage, and export the responses to surveys they own.
Generates invitation links without the .app extension so security tools do not block them.
Available only with Feedback Management - Growth, this tracks surveys across stages of the customer journey.
- The Surveys tab is set to Off after you enable the feature. Switch it to Default On or users will not find it.
- Public and Experience Cloud responses require an Experience Cloud site to be selected during enablement.
- The base feature caps you at 300 responses. Plan for Salesforce Feedback Management before a high-volume program hits the limit.