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Cloudy Survey & Form Knowledge Base

Post-Setup Requirement

After installing the Survey package, the application must be configured before it can be used by end users through the user interface (UI).

If a user or administrator is unable to see the Cloudy Survey & Form product (or its tabs/apps) in the App Launcher or the main navigation bar after installation, the cause is typically missing Permission Set Assignments.

The following steps must be performed by a Salesforce Administrator to grant the necessary permissions to the specific user:

Steps to Assign Required Permission Sets

Step 1: Go to Setup (⚙️ Gear Icon)

  • Click the gear icon in the upper-right corner of Salesforce.
  • Select Setup from the dropdown.

Step 2: Open Users List

  • In the Quick Find box on the left, type Users.
  • Click on Users under the “Users” section.

Step 3: View All Users

  • If you don’t see the user, click the View dropdown and select All Users to show everyone.

Step 4: Select the Target User

  • Click on the Name of the user who needs access to the product/app.

Step 5: Open Permission Set Assignments

  • On the user’s record page, scroll down to find the Permission Set Assignments related list.
  • Click Edit Assignments.

Step 6: Find the Required Permission Sets

  • In the Available Permission Sets list, locate:
    • Survey Full Permission – gives full access to create, edit, and manage surveys.
    • Survey Guest User Permission – required for public-facing forms to collect data.

Step 7: Assign Permission Sets

  • Select both permission sets.
  • Click the Add (→) arrow to move them to the Enabled Permission Sets column.

Step 8: Save Changes

  • Click Save to finalize the permission assignments.

Once these steps are completed, the user should log out and log back in, and the Cloudy Survey & Form application and tabs will be visible in their App Launcher and navigation bar.

This application needs to be configured after Cloudy Survey & Form package installation and before the end user begins using it through the user interface (UI).

1. Search for the “Cloudy Survey & Form” in the app launchers search box.

2. Site Setup :

Step 1: Go to Setup (⚙️ Gear Icon)

  • Click the gear icon in the upper-right corner of Salesforce.
  • Select Setup from the dropdown.

Step 2: Open Sites

  • In the Quick Find box on the left, type sites.
  • Click on Sites under the “Sites and Domains” and  section.

Step 3: Create New site

  • In the Settings  have a New button.

Step 4: Enter the Details  

Step 8: Save Changes

  • Click Save

4. Organization-wide Email Addresses :

To send emails to users, the application uses Organization-Wide Email Addresses. This feature allows emails to be sent from a verified organizational address instead of an individual user’s email.

Steps to Add an Organization-Wide Email Address

Step 2: Open organization-wide addresses

  • In the Quick Find box on the left, organization-wide addresses type.
  • Click on organization-wide addresses under the “Email” and  section.

Step 3: click on the add button

Step 4: Enter the required details

  • Such as Display Name, Email Address
  • Select the radio button  Allow All Profiles to Use this From Address. Emails will not be sent to the user  if a profile is not selected

Step 8: Save

  • Click Save to finalize

Step 9: Verification

  • A verification email will be sent to the provided email address. Open the email and click the verification link to confirm.