How to Send a Salesforce Survey in Minutes

Follow these steps to send a salesforce survey:

1) Start by creating a survey

2) Locate the survey in the item dashboard

3) Click “Embed & Share” button, and then click the “link” tab

4) Copy the link and paste it in the salesforce email you send out

You’re done!

following is an example of a Salesforce Survey

Tips for creating a Salesforce survey

Start by planning your survey

Think about your audience and what are the insights you would like to extract using the survey. Determine which questions will be close-ended (you know all the answer options) and which will be open-ended.

Keep the survey short

Limit the number of questions you ask. The more questions you ask the fewer submissions you will get. Keep the questions also short so they are easy to grasp in seconds.

Make your Salesforce survey visual

The more visual your survey will be, the higher the conversion rate will be. Select images that match the questions so that they can add more context to the questions.

Customize to fit your brand

Customize the theme, font, and size of your survey so it matches your brand. You can either select from a list of offered themes or create your own.

For more details, refer to the survey maker product page