---
schema_version: "1"
id: 8d12b59dfaa22b754efa258d5a02df09e46fa0bb6593233e5e381806a65ab6f9
title: Send Surveys Action
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/flow_ref_elements_actions_sendsurveys.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_sendsurveys.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e14cf11fa9fe05a1d2bf68275409b51c5f2bb86c68742f86fe82543ecf3d6276
description: Create an action to send an active survey by specifying the name, subject, recipients, and invitation link options in the flow.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Send Surveys Action

Create an action to send an active survey by specifying the name, subject, recipients, and invitation link options in the flow.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=platform.flow_ref_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Flow Builder. Some Flow Builder features integrate with other Salesforce products that require additional licenses.">View supported editions.</a></td></tr></tbody></table>

In Flow Builder, add an Action element to your flow. In the Action field, enter the name of an active survey. Or, in the left navigation, click **Survey**, and then in the Action field, select an active survey. Define the name of the action and the survey recipients.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)

Note If you deactivate a survey after it’s added to a flow and then activate it, the Flow Builder renders an incorrect Action layout for that survey.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_example.png)

Example You want to collect feedback from all the participants when a case is closed. First, create a flow and get all records where the status of the case object is closed. Then, create an action that selects the survey to send to the participants for feedback.

## Set Input Values

Specify at least one recipient for the survey.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:24.509803921568626%">
          <col style="width:75.49019607843137%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d180595e83">Field</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d180595e86">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e83 ">
              <strong class="uicontrol">Label</strong>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e86 ">Name for the action.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e83 ">
              <strong class="uicontrol">API Name</strong>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e86 ">
              <p>Associate an API name for the action.</p>
              <p style="margin-bottom:0;">This parameter auto-generates the API
                name based on the label, which you can edit, if necessary.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e83 ">
              <strong class="uicontrol">Description</strong>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e86 ">Optional. Description about the purpose of the action. </td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e83 ">
              <strong class="uicontrol">Survey Subject</strong>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e86 ">
              <p>Optional. Select a survey subject that you want to perform the action on. For
                example, to get all case records, select the survey subject as Case, or <a href="https://help.salesforce.com/s/articleView?id=platform.flow_ref_resources.htm&amp;release=264.0.0&amp;type=5" title="Each resource represents a value that you can reference throughout the flow.">create a required
                  resource</a> for the subject. </p>
              <p style="margin-bottom:0;">This parameter accepts flow variables of type
                Text.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e83 ">
              <strong class="uicontrol">Recipient Type</strong>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e86 ">
              <p>Select the type of recipient of the survey. Choose the Lead or Contact
                recipient type only when there’s a default Experience Cloud site selected for
                sending public surveys.</p>
              <p style="margin-bottom:0;">This parameter accepts flow variable of type
                Text.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e83 ">
              <strong class="uicontrol">Unique link</strong>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e86 ">Optional. Each participant receives a unique survey invitation. The responses
              are mapped to the participant name.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e83 ">
              <strong class="uicontrol">Anonymize responses</strong>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e86 ">Optional. The responses received aren’t mapped to any participant.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e83 ">
              <strong class="uicontrol">Don’t require authentication</strong>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e86 ">Optional. By default, surveys sent to lead or contact require authentication.
              However, you can enable this option to allow access to the survey without any
              authentication.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e83 ">
              <strong class="uicontrol">Invitation expires in days</strong>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d180595e86 ">Optional. Define the number of days after which the access to the survey is
              restricted.</td>

          </tr>
        </tbody>
      </table>

#### See Also

- [Add and Edit Elements](https://help.salesforce.com/s/articleView?id=platform.flow_build_elements.htm&release=264.0.0&type=5 "Use elements to define actions that the flow can run. When they’re on the canvas, connect them to create the order in which they run.")