Use this guide to create and activate the Experience site that hosts your InPoll survey links. For admins.
This is step 1 of the guided setup in InPoll Settings. People who answer your surveys open their links on this site, so they do not need a Salesforce login. The site is free: it uses no paid licenses for anonymous respondents.
Before you start
- InPoll is installed. See Install InPoll.
- Skip this guide if your org already has an active site that you want to use. Go straight to Set up the survey site (guided).
Register your site domain (only if needed)
If Salesforce asks you to register a domain for your sites, do this first. You cannot change the domain name after you register it.
- Go to Setup. In the Quick Find box, enter Sites and click Sites.
- Tick I have read and accepted the Salesforce Sites Terms of Use. The Register My Salesforce Site Domain button turns on.
- Click Register My Salesforce Site Domain.
- Read the warning, then click OK to register the domain.
Turn on Digital Experiences
Skip this section if Digital Experiences is already on.
- In Setup, enter Digital Experiences in the Quick Find box and click Settings.
- Tick Enable Digital Experiences.
- Click Save.
Create the site
- In Setup, go to Digital Experiences > All Sites.
- Click New.
- Choose the template Salesforce Tabs + Visualforce.
- Enter the name Surveys and the URL surveys.
- Click Create.
Activate the site
- In All Sites, open the site's Workspaces.
- Go to Administration > Settings.
- Click Activate.
Check that InPoll sees the site
- Open the InPoll app, then the Surveys tab, then InPoll Settings.
- Reload the page. Step 1, Create a site, shows Done.
Then choose the site in step 2 and give respondents access in step 3.
Good to know
- InPoll lists active Experience sites and active classic Salesforce sites. If you already have a classic site, you can choose it in step 2 instead.
- The site name and URL are only suggestions. Pick other names if Surveys is already taken.