---
schema_version: "1"
id: 4a99a10fcbe63e6a5cce2c65d5c2aa287683cbb42b8d364cfeebc30214ef0d1d
title: Relate Records to Survey Invitations and Responses
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/reference_survey_subject_association.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.reference_survey_subject_association.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 483eb969f1ffa98771aa50480c47c29534ed4c5b193ddea4bbe9d85766b939fb
description: 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.
products:
  - Feedback Management
  - Service Cloud
  - Cross Cloud
release: "264"
---
# 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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small editions"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with the Survey Response Pack, Feedback Management - Starter, and Feedback Management - Growth licenses</td></tr></tbody></table>

To manually relate a participant's Salesforce record to a survey invitation, click the **Get Survey Invitation** quick action on any contact, person account, or lead record. Then, select a survey and a related record and save your changes.

When you generate survey invitations by using Process Builder, to gather feedback on support cases, or to gather feedback at the end of a customer support web chat session, Salesforce automatically relates the participant’s record to the survey invitation.

Add the Survey Invitations and Responses related list to contact, person account, and lead record pages to easily see related invitations and responses.