This article is the contribution of Eric Kintzer, SFDC System Architect at Helix, who is part of the Gearset DevOps Leaders Program.
Preconditions
The target org needs to have Surveys enabled - See
Setup>Survey Settings.The target org for relevant users who manage Surveys will need the Surveys tab set to
Default On.If using a new
Organization-Wide Email Addressto send surveys, configure and verify that email address in the target org.
Select the following metadata types
FlowThis is where your Survey can be found. Just like “normal” flows, only the most recent version is located by Gearset via the Metadata API.
BrandingSetThis corresponds to the definition of the survey’s branding.
Each time you change a survey’s branding, a new BrandingSet is created. The names of each BrandingSet are system-generated and prefixed with sb_ followed by the Survey’s API name and look something like this:
sb_mycompany_csat_6_60903e92_0c99_4807_8c3d_21ced41bb68b
The Flow points at this BrandingSet in this element:
ContentAssetThere will be more than one - your logo and the background image are the most likely. The names of the ContentAssets for your logos are under your control while the name for the background Image will be system-generated as you can’t reference existing Content Assets for the background image in the Survey Builder (at least as of Winter 24). An example name for the background image will look like this:
X0LwDJ000000CgMm0AK72403209_135c_464The BrandingSet points at the Survey’s background image here:
Knowing which BrandingSet and ContentAsset (especially the backgroundImage) to use requires inspection of the XML within the Flow (to locate the BrandingSet) and inspection within the BrandingSet to locate the backgroundImageUrl.
Problem Analyzer and Deployment
Salesforce allows a deployment of a survey
Flowwithout itsBrandingSetSalesforce allows a deployment of a
BrandingSetwithout its referencedContentAssetsGearset is working on enhancing the Problem Analyzer to display warnings when these dependent metadata types are not in the source or target.
The Survey Flow deploys with a warning that looks like
p_f6448a1f_b91d_47aa_9582_d6d0773a93d8 (Screen) - "p_f6448a1f_b91d_47aa_9582_d6d0773a93d8" isn't connected to anything. (line:48)
This can be ignored.
Once deployed, the Survey flow will need to be activated in the Survey Builder.