Personalize Surveys with Your Salesforce Data

Provide a personalized and more contextual experience for your participants. Use merge fields to insert your Salesforce org’s data into surveys. You can add merge fields to the Welcome Page, and to survey questions.

Where: This change applies to Lightning Experience and Salesforce Classic in Performance, Partner Developer, Enterprise, Developer, and Unlimited editions where Salesforce Surveys is enabled.

Who: To define variables and use merge fields, users need the Salesforce Surveys Advanced Features permission, available with the Salesforce Feedback Management license.

How: Open a survey, click Advanced Settings, and select Merge Field Variables. To ensure that participants don't view data that you don't want them to, define the merge field access. You can configure four types of variables and then use those variables to insert merge fields. You can create a variable to insert information about the record that's associated with the invitation. You can also define a variable to insert personalized information such as the participant's name. And you can create multiple variables to insert information about your Salesforce org or to insert custom values.

Merge field variables