Get Started with Salesforce Surveys

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Free Online Course: Get Started with Salesforce Surveys provided by Trailhead is a comprehensive online course, which lasts for 5-6 hours worth of material. The course is taught in English and is free of charge.

Overview
  • Gain insights into what your customers and users think and refine your customer feedback strategy.

    • Gather insights from customers or employees with surveys.
    • Translate, automate, and evaluate your surveys with Salesforce Surveys.
    • Use Salesforce Surveys to follow-up with customers who contacted support via live chat.
    • Use automation to enhance survey response rates and engage customers better.
    • Use analytics templates to gather actionable insights from survey responses.

Syllabus
    • Survey Basics
      • Prepare for Your First Survey
      • Build Your Survey
      • Add Logic to Your Survey
      • Send Out and Track Your Survey
    • Salesforce Surveys for Admins
      • Translate Your Survey
      • Begin and Close Cases with Survey Invitations
      • Automate Your Survey Invitations
      • Analyze Your Responses
    • Design and Distribute Surveys with Salesforce Feedback Management
      • Get Started with Salesforce Feedback Management
      • Add Merge Fields Within Your Surveys
      • Create or Update Records Based on Responses
      • Gather Post-Chat Feedback
    • Automated Survey Invitations with Flows
      • Build a Flow to Send Survey Invitations
      • Automate Survey Reminders
    • Tableau CRM Customer Lifecycle Analytics
      • Get Started with Customer Lifecycle Analytics
      • Set Up the Customer Lifecycle Analytics App
      • Use Customer Lifecycle Analytics