Setup a Public Site to Host Survey
Setting up a public site for your Feedback 360 surveys ensures that respondents can access and complete them without needing to log in.
Here is a step-by-step guide based on the tutorial video.
1. Creating the Site
- Navigate to Setup in your Salesforce org.
- In the Quick Find box, search for All Sites under Digital Experiences.
- Click New to create a new site.
- Select the Build Your Own (Aura) template and click Get Started.
- Enter a Name for your site (e.g., "Survey"). The URL will automatically populate based on the name.
- Click Create.
2. Enabling Public Access
- From the site's workspace, click on Builder.
- Go to Settings (gear icon) > General.
- Under Public Access, check the box for: "Guest users can see and interact with the site without logging in."
- Click on the survey Profile link (under Guest User Profile) to configure permissions.
Configuring Guest User Permissions
- On the Profile page, click Edit.
- Click on the Site Guest User link.
- Navigate to Permission Set Assignments and click Edit Assignments.
- Add the F360 Survey Guest User permission set to the Enabled Permission Sets column.
- Click Save.
3. Configuring Theme and Style
- Return to the Site Builder.
- Go to Theme > Configure.
- Ensure Survey: Community Theme is selected in the Theme Layouts dropdown.
- Navigate to Advanced settings.
- Click Edit Head Markup and paste the provided style code for survey component positioning.
- Click Save.
Configure site page for F360 Core - Survey Component. Add the below code in the Head Markup in the builder.
<style>
.pscsmtACSLC_Survey_Components_Parent{
position:fixed!important;
}
.pscsmtACSLC_Survey_Question_Detail.top, .pscsmtACSLC_SurveyStart .top, .pscsmtACSLC_Survey_List {
top: 96px!important;
}
pscsmt-psc-survey-time-tracker{
position: fixed;
top: 105px;
width: 100%;
}
article.pscsmtACSLC_Survey_Question_Detail.slds-card.slds-show{
top: 96px;
display: block;
height: 500px;
overflow: auto;
}
.slds-card__body{
padding-top: 100px;
}
</style>
4. Adding the Survey Component
- Open the Components panel and search for F360 Core - Survey.
- Drag and drop the component onto the content area of the page.
- In the component configuration panel, set the following:
- Survey Record SFDC ID:
{!v.recordId} - Redirect to My Pending Surveys on Finish:
True
- Click Publish at the top right of the builder.
- Enter a description and click Publish again to make the site live.
5. Activating the Site
- Return to the site Workspaces and click on Administration.
- Go to Settings.
- If the status is "Preview," click Activate.
- Copy the Site URL—this is the base URL you will use for your surveys.
6. Finalizing Custom Settings
- Go back to Salesforce Setup and search for Custom Settings.
- Find Survey Settings and click Manage.
- Click Edit and paste your copied Site URL into the SurveySiteBaseURL field.
- Click Save.
Your public site is now fully configured and ready to host Feedback 360 surveys!