Create a Managed Package for Assessment Surveys

If you want to package a program that includes feedback-request exercises for peer and manager feedback, package the assessment surveys separately.

  1. Set up your source org for creating second-generation managed packages. To learn about setup options, see Second-Generation Managed Packages in the Second-Generation Managed Packaging Developer Guide.

  2. In your scratch org definition file, include these scratch org features and settings needed for assessment surveys.

    • Scratch org features: GuidanceHubAllowed, Enablement, and SurveyAdvancedFeatures.
    • Scratch org settings: In SurveySettings, set enableSurvey to true.

    See Build Your Own Scratch Org Definition File in the Salesforce DX Developer Guide.

    For example, here’s a scratch org definition file for packaging assessment surveys.

  3. Retrieve records of the Flow metadata type, which is used for packaging surveys.

  4. In your Salesforce DX project’s force-app/main/default directory, verify that you have the flows folder for the assessment surveys that you’re including in the package.

  5. Update your Salesforce DX project configuration file to include the permission set licenses required for accessing the metadata types.

  6. Create a package version. To include the appropriate features in the destination org, reference the scratch org definition file you created. Add the definitionFile parameter in your project configuration file, or use the --definition-file flag from the command line.

  7. Test and verify the package.

  8. Promote the package to released status.

Next, create a managed package for the program, measures, and other content. In that package, specify a dependency on the package that you created for assessment surveys. See Create a Managed Package for Enablement Programs, Measures, and Content.