Configuring a Salesforce Digital Experience Site and SurveyVista Response Page

Welcome to Ardira SurveyVista, Tech video series.
SurveyVista revolutionizes data collection by offering eye-catching, mobile-friendly surveys and forms that reflect your brand. Seamlessly integrated with Salesforce, our platform empowers businesses to gather and analyze customer and employee feedback for initiatives such as CSAT, NPS, and Post-Churn. By automating data collection and leveraging actionable insights, SurveyVista drives operational improvements and enhances customer and employee satisfaction. Experience the power of SurveyVista to elevate your data-driven decision-making and deliver exceptional experiences.
This video provides a step-by-step guide on configuring the Salesforce Experience Site and SurveyVista Response Page.
To configure Salesforce Experience Site Login to your salesforce org as system administrator.
- Go to Salesforce Setup and search for “Digital Experiences”.
- Click “Settings” under “Digital Experiences”.
- Check the “Enable Digital Experiences” checkbox.
- Enter the domain name as per your company’s need, then click on the “Check Availability”.
- Check if the domain name is available, if it shows a success message, then click on save.
- Note that you cannot change the domain name once configured successfully.
- If there is any confirmation dialog or alert message, then confirm the same.
- You will be redirected to the “All Sites” tab under “Digital Experience” in setup. If not then search for “All Sites” in the Salesforce Setup & Click on it.
Click on the “New” button to create a new Digital Experience site. You will see a number of templates.
- Do not select "Build Your Own (LWR)”.
- Select “Build Your Own (Aura)".
- Click on the “Get Started”.
- Enter Name & URL as per your company requirements. URL path prefix is not mandatory, but we recommend giving some meaningful prefix.
- Click on the “Create”.
- Click on the “Builder” tile, you would be redirected to the Experience Site Builder page.
- Click on the Settings.
- Click on the Theme tab, then click on the configure tab.
- Click on the “New Theme Layout”.
- Enter name as “SurveyVista Theme”, then select “SurveyVista Theme Layout” from the drop down.
- Click on the “Save”.
From the home page of the Experience Site Builder, click on the setup icon.
- Click on the “New Page”.
- Click on the Standard Page tile.
- Click on the “New Blank Page”.
- Select “SurveyVista Response Page” then click on the “Next”.
- Enter name “Survey”, URL will be filled automatically.
- Click on the “Create”.
- This will create a new experience site page with the name “Survey”.
- From the Survey page of the Experience Site Builder, click on the setup icon.
- Click on the Survey page menu & click on Page Settings.
- Update “Page Access” to “Public”.
- Remember page URL.
- Scroll down to the Layout section.
- Check “Override the default theme layout for this page” checkbox, then for “Theme Layout” dropdown select “SurveyVista Theme” option.
- Click on the Settings.
- Click on the General tab, then click on the Guest User Profile link.
- This will open Guest User Profile in a new tab.
- Click on the “View Users”.
- Click on the User’s Full Name.
- Hover on the “Permission Set Assignments”, then click on the “Edit Assignments” button.
- Select “Ardira Survey Responder Guest User” then click on the Add icon button to move it to Enabled permission sets area.
- Click on the Save.
- In the Experience Site Builder tab click on the Publish.
- In the popup dialog, click on the Publish.
Click on the “Got It”.
In the Experience Site Builder tab, click on the Builder icon to see the Site main menu.
- Click on the “Administration”.
- Click on the Members tab.
- From the “Available permission sets” area select “Ardira Survey Admin”, then click on the Add icon to move it to the “Selected permission sets” area.
- Click on Save.
- Click on the Settings tab.
- Click “Activate”.
- If there is any confirmation dialog or alert message, then confirm the same.
Go to Salesforce Setup, then search for the “General Settings”.
- Click on the “General Settings”.
- Click Edit.
- Check the “Allow site guest users to upload file” checkbox, then click save.
Click on the App Launcher icon and go to SurveyVista App.
- From the Ardira Surveys List, select a survey which you would like to - associate with an experience site & response page.
- Click on the Edit icon.
- In the Survey’s Details tab, scroll down to the Survey Link section.
- Select the site from the “Experience Cloud Site” dropdown.
- Enter “/s/” then new experience site page URL.
- Click Save.
That concludes our tech video How to configure the Salesforce Experience Site & SurveyVista Response Page.
Thanks for watching, do watch the other videos to learn various aspects of Ardira SurveyVista.