Resources
Find the features of the latest Surveyor Releases and User Guide
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User Permission Sets
Grant your user the Surveyor Permission Sets
Setup >> Users >> [Find yourself]
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Scroll down to Permission Sets
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Add the following:
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Survey Creator​
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Surveyor: Create/Manage
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Surveyor: Recipient
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Surveyor: Send
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Surveyor: View
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Enable Sites
Before setting up Surveyor, ensure that the Salesforce Sites feature is enabled:
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Go to Salesforce Setup
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Enter "Sites" in the Setup Quickfind
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Click "Sites"
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User Interface >> Sites and Domains >> Sites​
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If Sites is not enabled, select the "I have read and accepted the Salesforce Terms of Use" checkbox and click "Register"
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Surveyor Setup Tool
Browse to the 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.
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Click each button to complete the step:
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Create Remote Site
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Create Surveyor Site
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Configure Surveyor Site
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Configure Recipient Permissions
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Configure Sharing Rules
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Verify Configuration
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Lightning Page Editor
Contact "Send Survey" Lightning Action
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Surveyor includes Lightning Components for the Contact, Lead and Account objects.
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Surveyor In-App allows employee surveys by popping a survey request on the schedule defined in the Component Config.
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Surveyor Score provides a visual display of the Contact or Lead's survey responses: NPS, CSAT, CES and Spotlight responses.
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