Share and Relate Survey Records

Enable users to view their survey invitations and responses by sharing those records. Check the users who have access to survey records. Relate Salesforce records to survey invitation records.

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
  • Share Surveys with Users
    Collaborate with your team when designing surveys by manually sharing survey records with them.
  • Share Survey Invitations with Users
    Let users view their survey invitations and responses on the Analyze tab of the Survey Builder and in reports based on the Survey Question Score object.
  • View the List of Users with Survey Access
    View the list of users who have access to a survey and details of the user access, such as the type of user, reason for granting access, relationship, and access level.
  • Relate Records to Survey Invitations and Responses
    Relate Salesforce records to survey invitations manually or automatically. When participants respond, their response record is automatically related to their invitation and to their Salesforce record.