Setup Community Domain and Site

Setup Community Site in Salesforce for InPoll Survey

A Community Site in Salesforce is a secure and branded online platform that allows organizations to connect and engage with their external audiences, such as customers, partners, and employees. It's an extension of your Salesforce organization that provides a space for collaboration, self-service, and sharing of information.

Configure InPoll Salesforce Survey and Feedback Management within your organization to customize it according to your specific requirements. Grant users the essential permissions to create, distribute, and respond to surveys, and access survey records. 

To broaden your reach and allow non-Salesforce users to participate in InPoll surveys, create a Community Site. This integration enables a broader audience to engage with your surveys, enhancing your feedback collection efforts. Enhance your user experience further by adding related lists and Lightning components to effectively monitor surveys, survey invitations, and responses. Additionally, leverage custom report types to perform a comprehensive analysis of survey feedback.

Why Create a Community Site for InPoll Survey:

Creating a Community Site for InPoll Survey is essential for various reasons:

1. Secure Collaboration: A Community Site ensures secure access to your InPoll Survey platform for external users, such as customers or partners, while keeping your Salesforce data and processes protected.

2. Enhanced Engagement: It provides a user-friendly environment where you can engage with your audience effectively, making it convenient for them to participate in surveys and share feedback.

3. Branding and Customization: You can brand your Community Site to align with your organization's identity, creating a cohesive user experience.

4. Self-Service: Users can access surveys, submit responses, and view results independently, reducing the need for direct support.

5. Data Integration: It facilitates seamless integration with Salesforce, allowing you to sync survey data and leverage it for improved decision-making.

Registering Your Salesforce Site Domain

Follow these steps to register your Salesforce Site Domain:

1. Open Salesforce Setup: Click on the Salesforce Setup button.

   
   

2. Search for Sites: In the search bar, type "Sites" and then select Sites.

   
   

3. Read and Accept Terms:

   
   

   • Locate the checkbox that says “I have read and accepted the Salesforce Sites Terms of Use”.

   • Select this checkbox. Once checked, the ‘Register My Salesforce Site Domain’ button beside it will be enabled.

     
     

4. Register Your Domain:

   
   

   • Click on the ‘Register My Salesforce Site Domain’ button.

   • A pop-up will appear with a warning: ‘Once you register, you will not be able to modify your Salesforce site domain name. Are you sure?’

   • Select ‘Ok’ to proceed and register the domain.

     
     

5. Create a New Site : Once the domain is registered successfully, scroll down on this page and click on the New button to create a new site.

   
   

6. Define Site Settings:

   
   

   Fill in the required information for your site:

   • Site Label: Give your site a descriptive label.

   • Site Name: This is the unique name used in the site's URL.

   • Active: Check this box to make the site active.

   • Site Contact: Select the Salesforce user who will be the site's contact.

   • Active Site Home Page: Enter ‘surveyPage’ in this field, as this is the actual page where users will attend the survey.

   • Site Template: Select a template for your site, or choose "None" for a custom template.

     
     

7. Save the details : Once you have entered the details, click on the Save button.

By following these steps, you will successfully register your Salesforce Site Domain.

Enhance Survey Accessibility with the Web App URL

As a Pro user, you have the advantage of unlocking the web application for seamless user participation. This feature enables users to engage with surveys directly through a dedicated web application interface. Additionally, users have the flexibility to switch seamlessly between the Salesforce community site and the web app, ensuring a connected experience across platforms. This capability opens up opportunities to engage a broader audience, enhancing accessibility and interaction with your surveys. By leveraging the web app integration, you can streamline user access and interaction, providing a robust platform for gathering valuable insights and feedback.

Activating the Web app:

1. Head to the InPoll Settings Page:

• Go to the survey home page and click on InPoll settings.

• Navigate to the Setup Survey Site section.

• Select the 'Use Webapp Site' option.

• If you're not a Pro user, a modal will open stating "Web Subscription Not Active" with an option to upgrade.