Get up and running quickly with Surveyor. You can be sending surveys in less than 5 minutes!
Install Surveyor in your Salesforce org
After clicking you'll be asked to log into the org where Surveyor should be installed.
NOTE: We recommend to Install for System Admin user only (others can be easily added later)
Set up Internal Users
Setup > Installed Packages > Manage Licenses
Visit Installed Packages and browse to Surveyor. Click on the "Manage Licenses" to assign the correct users a license.
User > Permission Set(s)
Internal Users can have 3 levels of access:
For each user with a license browse to the User record and add the appropriate Permission Set(s).
NOTE: Each Permission Set builds on each other. For instance, if a user will Create, Send and View surveys, all permission sets would be added to the user.
Surveyor Setup Tool
Browse to the Surveyor App >> Surveyor Setup Tool to complete the setup requirements.
Surveyor uses a Salesforce Site for the surveys to be completed and the Survey Setup Tool completes the setup and configuration of this Site.
Click each button to complete the step:
Configure Page Layouts
Contact "Send Survey" Lightning Action
This section identifies how to add the "Send Survey" Lightning Action to a Contact. The same steps can be followed to add the Action to a Lead, Case or Opportunity page layout.
For steps to add the button for Salesforce Classic, download the detailed user guide by clicking the button above.
Setup > Object Manager > Contact > Page Layouts
For each Page Layout that requires the ability to send surveys:
NOTE: There is a deprecated Action as well. Be sure to use the Action named "Contact.surveyor__Send_Customer_Survey_Contact"