Survey Requires a Salesforce Login?

[DaveWV]

Describe the bug
We're testing Survey Force in our Sandbox environment and have so far successfully created our own simple survey. It seems that we can only take the survey if we have Salesforce credentials. Is this because we're testing in Sandbox or are we distributing the URL incorrectly?

To Reproduce
The URL at https://wevideo--frcar--c.sandbox.vf.force.com/apex/takesurvey?id=a4LE20000001czJMAQ&cId=none&caId=none will request a login. If we supply login credentials, we can complete the survey. If we don't have credentials, we cannot proceed.

Expected behavior
We are hoping to have customer contacts complete the survey without requiring a Salesforce login.

Environment (please complete the following information):

• OS: macOS Big Sur
• Browser: Chrome
• Version: 120.0.6099.234

[jrattanpal]

Please check guide for salesforce sites. You can open up a site for guest user. Also check main reader page on this GitHub repo. It shows how you need to setup permissions for guest users.

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On Tue, Jan 30, 2024 at 6:22 PM DaveWV ***@***.***> wrote: *Describe the bug* We're testing Survey Force in our Sandbox environment and have so far successfully created our own simple survey. It seems that we can only take the survey if we have Salesforce credentials. Is this because we're testing in Sandbox or are we distributing the URL incorrectly? *To Reproduce* The URL at https://wevideo--frcar--c.sandbox.vf.force.com/apex/takesurvey?id=a4LE20000001czJMAQ&cId=none&caId=none will request a login. If we supply login credentials, we can complete the survey. If we don't have credentials, we cannot proceed. *Expected behavior* We are hoping to have customer contacts complete the survey without requiring a Salesforce login. *Environment (please complete the following information):* - OS: macOS Big Sur - Browser: Chrome - Version: 120.0.6099.234 — Reply to this email directly, view it on GitHub <#170>, or unsubscribe <https://github.com/notifications/unsubscribe-auth/ABV6HLHHBHDFYTOEQFMFY5LYRF6CLAVCNFSM6AAAAABCSC5QAKVHI2DSMVQWIX3LMV43ASLTON2WKOZSGEYDQOJXHE3TAMI> . You are receiving this because you are subscribed to this thread.Message ID: ***@***.***>

[xtjperezx]

Hi @jrattanpal, I am another user with the same force.com login issue for the guest site we set up.
To help troubleshoot, here is a summary of our guest site setup and additional guest user/profile details:

Site Details
Site Label: Survey
Site Type: Guest User License
Active= Yes
Active Site Home Page: Take Survey

Site Visualforce Pages
Survey Page Survey Force
Take Survey Survey Force

Going into the Public Access Setting from Site takes me to the Survey Profile.
Inside Survey Profile>User License: Guest User License

Object Settings:
Survey Invitations = Read Access
Survey Question Responses = Read Access
Survey Questions= Read Access
Survey Response= Read, Create
Survey Takers= Read

Apex Class Access:
SFDCAccessControlException
SFDCAccessController
SFMessage
SFQuestion
SurveyForceUtil
SurveySitesUtil
ViewSurveyController
ViewSurveyControllerWithoutSharing

Visual Force Page Access:
BandwidthExceeded
CommunitiesLogin
CommunitiesTemplate
Exception
FileNotFound
ForgotPassword
ForgotPasswordConfirm
InMaintenance
SiteRegister
SiteRegisterConfirm
SiteTemplate
SurveyPage
TakeSurvey
TX_SiteLogin
Unauthorized

From Survey Profile the Assigned Users is solely: Site Guest User Survey
User License: Guest License
Profile: Survey Profile
Active= Yes
Permission Set Assignment: Survey Force- Guest

From Setup> Sharing Settings
Object: Survey
Default Internal Access: Public Read/Write
Default External Access: Private
Grant Acess Using Hierachies= Yes

Other Settings:
Minimize the number of roles created, which improves performance by cutting down processing loads= Checked
Grant site users access to related cases Checked
Secure guest user record access= Checked

Survey Sharing Rule:
Survey: Publicly Available= True
Shared With: Suvery Site Guest User
Access Level: Read Only

Survey: Created By STARTS WITH005= True
Shared With: Survey Site Guest Ueer
Access Level: Read Only

What do you think is missing or incorrect from the information provided above?

[jrattanpal]

I cannot say without looking. All I can do is point you to https://help.salesforce.com/s/articleView?id=sf.sites_public_access_settings.htm&type=5

Make sure site is active (it seems it is) and make sure guest user is active and site is publlically available

[xtjperezx]

Hi @jrattanpal thank you for your prompt response. I redid the the entire install in my sand and it looks like i got the guest site to work. Can you tell from the image below, in addition when i attempt to add a question i am presented with this error message: sObject type 'Report' is not supported.

What do you think is the issue? Thank you for your input!

[jrattanpal]

I think we maybe using a word "Report" in a class somewhere. And you may have an Apex class with the same name. That may conflict (We have seen that before). That's the only think I can think of

[xtjperezx]

@jrattanpal do you know how to proceed to fix that?

[jrattanpal]

You will have to rename your Apex class I guess. But that may not be easy as you may be using it somewhere.

Having said that, first step is to gather Apex debug logs to confirm where that error is hapening

[xtjperezx]

@jrattanpal through the Apex Debugger, im assuming?

[jrattanpal]

Yes, you can use Developer Console

[xtjperezx]

@jrattanpal thank you! one last question for today: I noticed when I opened the guest site, shown above in the previous post, I had the option to add a question as a guest since I had opened the site in Incognito. That doesn't seem correct, right? I want the guest to read and answer the surveys but not add or create questions to them.

[jrattanpal]

You must have opened it as admin. To test guest functionality, open it in Incognito mode or another browser.

[YLedes1114]

I think we maybe using a word "Report" in a class somewhere. And you may have an Apex class with the same name. That may conflict (We have seen that before). That's the only think I can think of

Hi there - there is an apex class with the same name from a managed package. How can this be remedied?

[jrattanpal]

I think the "Report" class is called when you use "Create sample survey" or when you use "Report" tab on survey detail page. It shouldn't happen after.

You should be able to create new surveys and then send those to users.