In-App Survey Overview

Get your environment ready before you create a sample in-app survey. With the Surveys setup ready in Salesforce, prepare survey details, create and send invitations, and collect survey responses.

Here’s a high-level overview of how you can create an in-app survey.

A representation of the basic in-app survey creation flow.

  • Set Up Your Environment

    Get your Salesforce environment ready before you create your first in-app survey.

  • Lightning Web Components for Surveys

    Lightning Web Components (LWCs) for Surveys provide a variety of question types that you can use in a survey.

  • Survey Questionnaire

    Create a basic survey by using Survey Builder and prepare the questionnaire by using various types of survey questions.

  • Survey Invitations

    Learn how to create survey invitations through API requests that are invoked from an Apex class.

  • Survey Responses

    Use API responses to show survey questions in Salesforce.