Use the Send Survey Invitation action type in Process Builder to email survey invitations to leads, contacts, and users in your org.
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available with the Survey Response Pack, Feedback Management - Starter, and Feedback Management - Growth licenses |
The survey invitation record is associated with the new or changed record that started the process. For information about configuring the Send Survey Invitation action type, see Send a Survey Invitation from a Process.
Important Keeping the upcoming retirement of Process Builder in mind, we recommend
building new automation in Flow. For more information, see Go with the
Flow: What’s Happening with Workflow Rules and Process Builder?.
Email invitations for participants who opt out of receiving emails aren’t generated by the Process Builder.
Note To delete a survey version that's used in a process, delete the process first, and then
delete the survey version.