Get Started with Salesforce Surveys
Offered By: Salesforce via Trailhead
Course Description
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
Tags
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