Integration with Surveys

Create Managed Event Surveys

Create surveys for managed events and configure them for direct or territory-based sharing.

1. Create a survey for direct sharing.
   1. From the App Launcher, find and select Surveys.
   2. Click New.
   3. On the View page, in the New survey modal, add the survey name.
   4. Select Offline Mobile Survey.
   5. Click Continue.
   6. Add a page, and fill out the survey questions as needed.
   7. Save your changes.
   8. Add a survey name, such as, Event Feedback.
   9. Activate your survey.
2. From the related list of the survey you created, click Survey Invitation, and copy the ID.
3. Create the survey subject with the survey invitation ID as the parent invitation ID and the managed event ID as the subject.
   1. From the Developer Console, run an Apex script to create a survey subject record. Use this script as a reference, and replace the ID values below with your own record IDs before running the script.

      
      SurveySubject s = new SurveySubject();
      s.ParentId = '0KiEU000000K3L70AK'; // SurveyInvitationId
      s.SubjectId = '1POEU000000uMAy4AM'; // Mng Event Id
      s.Name = 'surveySubject';
      insert s;
      

4. To share a survey with a territory, create a survey engagement context with the survey invitation ID as the parent invitation ID and the territory ID as the subject.
   1. Run an Apex script to create a survey engagement context record. Use this script as a reference, and replace the ID values below with your own record IDs before running the script.

      
      SurveyEngagementContext s = new SurveyEngagementContext();
      s.ContextType = 'MngEvent';
      s.SurveyInvitationId = '0KiEU000000Cyej0AC'; //survey invitation id from step3
      s.Name = 'SurveyEngagementTerritory';
      insert s;