Add surveys to your Salesforce Communities and knowledge base to get feedback on your articles and resources. With a web overlay survey, you can add a button to take your survey on one or more pages of your Community. You can also track merge fields using the web overlay.
To set up your web overlay survey:
If users need to log in to access your site, you’ll need to add a few more code snippets to the head markup.
Add code to hide the survey by default:
Add code to create a Visualforce page that checks if the survey should be shown:
You can create a Visualforce page with any custom code needed to attach merge fields or trigger the survey based on a field value.
For example, the block of code below specifies merge fields to to track with survey responses:
Manage additional security settings to make sure your survey displays correctly. You’ll need to:
When you’re ready to turn on your survey: