Step 3: Force.com Sites configuration

If you are interested in sending surveys to people outside your Organization you will need to configure Sites.
If Sites is already enabled skip slides 3 & 4 in the tutorial below.

 

IMPORTANT:

Setup / Customize / User Interface / "Enable Enhanced Profile User Interface" has to be set to "true"

user_interface2.png

 

1. Select "Setup"

b1.png

 

2. Click Setup / Develop / Site

image03.png

3. Create domain if not yet available (otherwise skip to slide 5)

image07.png

4. Check domain is available, click on "Register"

image04.png

5. Click "New"

image02.png

6. Set to "Active" and home page to UnderConstruction

image09.png

7. Click "Public Access Settings"

image10.png

 

 

8. Click "Object Settings"

b4.png

 

9. Click "Answer Options"

image06.png

10. Click "Edit"

image08.png

11. Grant necessary permissions and click "Save"

image11.png

12. Click on the drop down and select "Branches"

image12.png

13. Click "Edit"

image13.png

14. Grant necessary permissions and click "Save"

image14.png

15. Click on drop down and select "Logs"

image16.png

16. Click "Edit"

image15.png

17. Grant necessary permissions and click "Save"

image17.png

18. Click the drop down & select "OptionBranchingRules"

image19.png

19. Click "Edit"

image18.png

20. Grant necessary permissions and click "Save"

image20.png

21. Click on drop down and select "PageBranchingRules"

image21.png

22. Click "Edit"

image22.png

23. Grant necessary permissions and click "Save"

image23.png

24. Click on drop down and select "Picklists"

image25.png

25. Click "Edit"

image24.png

26. Grant necessary permissions and click "Save"

image26.png

27. Click drop down & select "QuestionBranchingRules"

image33.png

28. Click "Edit"

image27.png

29. Grant necessary permissions and click "Save"

image28.png

30. Click on drop down & select "Question Images"

image30.png

31. Click "Edit"

image29.png

32. Grant necessary permissions and click "Save"

image31.png

33. Click drop down & select "Question Summaries"

image35.png

34. Click "Edit"

image32.png

35. Grant necessary permissions and click "Save"

image34.png

36. Click drop down & select "QuestionToFields"

image37.png

37. Click "Edit"

image36.png

38. Grant necessary permissions and click "Save"

image38.png

39. Click drop down & select "Recipient"

image39.png

40. Click "Edit"

image40.png

41. Grant necessary permissions and click "Save"

image42.png

42. Click drop down & select "Survey"

image48.png

43. Click "Edit"

image43.png

44. Grant necessary permissions and click "Save"

image46.png

45. Click drop down & select "SurveyPage"

image45.png

46. Click "Edit"

image41.png

47. Grant necessary permissions and click "Save"

image44.png

48. Click drop down & select "SurveyQuestions"

image49.png

49. Click "Edit"

image47.png

50. Grant necessary permissions and click "Save"

image50.png

51. Click drop down and select "SurveyRelationship"

image53.png

52. Click "Edit"

image51.png

53. Grant necessary permissions and click "Save"

image52.png

54. Click drop down & select "SurveyResponses"

image55.png

55. Click "Edit"

image54.png

56. Grant necessary permissions and click "Save"

image56.png

57. Click drop down & select "SurveyStats"

image58.png

58. Click "Edit"

image57.png

59. Grant necessary permissions and click "Save"

image59.png

60. Click drop down & select "SurveySummaries"

image61.png

61. Click "Edit"

image60.png

62. Grant necessary permissions and click "Save"

image62.png

63. Click drop down & select "SurveyThemes"

image64.png

64. Click "Edit"

image63.png

65. Grant necessary permissions and click "Save"

image67.png

66. Click drop down & select "TimbaSurveyData"

image66.png

67. Click "Edit"

image65.png

68. Grant necessary permissions and click "Save"

image70.png

69. Click dropdown & select "Apex Classes Access"

image69.png

70. Click "Edit"

image68.png

71. Move all TIMBASURVEYS classes to "Enabled"

image72.png

NOTE: Chrome Browser (not scroll bars): 
Make click on the list and navigate downwards using the arrow keys .

no_scroll_bar.png

 

72. Click drop down and select "Visualforce Page Access"

image78.png

73. Click "Edit"

image71.png

74. Move to "Enabled" the pages shown below

image73.png

 

b5.png

75. Click Develop / Sites

image76.png

76. Click on the site label

image80.png

77. Copy the Default Web Address URL

er1.png

78. Go to the app

image79.png

79. Click on the "Gear" icon

image77.png

80. Select checkboxes and paste the url

image81.png

 

If the user interface for the site profile permissions doesn't look like the one in the tutorial follow the steps below: 
IMPORTANT: Setup / Customize / User Interface / "Enable Enhanced Profile User Interface" has to be set to "true"

user_interface2.png

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5 Comments

  • 0
    Avatar
    Wang Ping

    Hi

    I want to send surveys to people outside my Organization and I have create and configure a site following the description above.
    I create a survey and send it to my own email,But  when I click the url in the email I have reseived,
    I still get the error message like
    "You are not allowed to fill this survey"

    How can I make it work?

  • 0
    Avatar
    Mzisek

    I had the same issue.  Appreciate any help.

  • 0
    Avatar
    Jeanette Albert

    Hi I am getting the same message. How was this resolved?

  • 0
    Avatar
    LindaAnglin

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  • 0
    Avatar
    Miroslav Kandar

    I went through all process... And its work ! It takes two days for me and litres of coffee...but it is working now..

     

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