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            Send a Survey Invitation from a Process

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            1. Salesforce Help
            2. Docs
            3. Automate Your Business Processes

            Send a Survey Invitation from a Process

            Send an email invitation containing the link to a particular survey question or to launch a survey.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Developer, Enterprise, Performance, and Unlimited Editions.
            User Permissions Needed
            To create, edit, or view processes:

            Manage Flow

            AND

            View All Data
            Important
            Important Support and updates for Process Builder have ended as of December 31, 2025. This means that support won't be provided for any process and bugs in the Process Builder product won't be fixed. See Workflow Rules & Process Builder End of Support.

            After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your switch to Flow Builder and use the Migrate to Flow tool. For new automations, create flows in Flow Builder.

            After you select Send Survey Invitation as the action, fill in the relevant fields.

            1. Enter a name for this action.
              This text appears on the canvas and helps you differentiate this action from others in your process. The name truncates to fit on the canvas.
            2. Select an active survey.
            3. Select a question or the survey link.
              Note
              Note You can send email invitations for questions of the following types: Like or Dislike, Net Promoter Score (NPS), Rating, and Score.
            4. Select the email template used to send the invitation.
              Important
              Important The available templates depend on whether you choose to send a question or the survey link.
            5. Select the recipient type.
              You can only send survey invitations to leads, contacts, and users in your org.
            6. Select the recipient based on the object that's associated with the process.
            7. Select your invitation settings.
            8. Click Save.
            Example
            Example

            If you want to send an invitation to a case's contact, select Case as the object for the process, Contact as the recipient type, and Contact ID as the recipient.

            See Also

             
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