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Distribute a Survey in Life Sciences Cloud
Generate a survey invitation and define who can take the survey and where they can start it.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
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Share Survey Invitations.
Survey Access and Engagement Contexts
Understand how to combine survey subject and survey engagement context records to determine who can access a survey and where they can start it.
Survey Subject Types
The survey subject determines the scope of users who can access the survey. When you create a Survey Subject record, set the SubjectId based on one of these alignment methods.
- Territory
- Set the SubjectId to Territory2. The survey is shared with users assigned to that specific territory and its subordinate territories.
- Product Alignment
- Set the SubjectId to LsMarketableProduct. Product territory availability (PTA) records manage access by using these alignment types:
- Inclusion: Limits availability to the specific territory.
- Subordinates: Expands availability throughout the territory hierarchy.
- Exclusion: Turns off sharing for the product alignment.
- Specific Record
- Set the SubjectId to a specific record, such as Account, Visit, or Account Plan, to restrict access to that item only.
Engagement Contexts
The engagement context determines where users can start the survey, such as on an account or visit record. This list describes the engagement context types and their corresponding user interface locations.
- Account
- Account Profile, Account Lists, and Intelligent Content Advanced Account Search
- Visit
- Visit Engagement Page
- Account Plan
- Account Plan Record Page
Configuration Examples and Availability
Review these configurations to determine which Survey Subject and Survey Engagement Context records to create. These records make sure that users can access surveys in the correct locations.
This table describes common survey availability configurations.
| Survey Subject | Engagement Context | Result | Where It Is Available |
|---|---|---|---|
| Territory | Account | Survey is available when a user accesses accounts within their territory |
|
| Product | Visit | Survey is available during visits associated with the product |
|
You can't distribute surveys by LsMarketableProduct to account or account plan contexts.
Create a Survey Invitation
Invite Life Sciences Cloud for Customer Engagement users to participate in a survey directly within the app.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
| User Permissions Needed | |
|---|---|
| To create survey invitations: | Life Sciences Commercial Admin |
Survey invitations distribute surveys internally so Life Sciences Cloud for Customer Engagement users can initiate surveys and capture responses directly in the app.
- From the App Launcher, find and select Surveys.
- Open the survey that you want to generate an invitation link for.
- To create an invitation, on the top navigation bar of the survey builder, click Send.
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Click Get Invitation.
Salesforce creates a survey invitation record.
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Review other survey distribution options.
Salesforce Surveys support several distribution methods, including email invitations and public links. For more information, see Distribute Surveys.
Get the Survey Invitation ID
Find the unique identifier for a survey invitation before creating Survey Subject or Survey Engagement Context records with Apex.
- From the App Launcher, find and select Surveys.
- Select the survey that you want to configure.
- Select the Related tab.
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In the Survey Invitations related list, open a survey invitation.
If no survey invitations appear in the list, see Distribute a Survey in Life Sciences Cloud.
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Copy the record ID from the URL.
Use this ID in the Apex examples as the value for ParentId or SurveyInvitationId.
Create Survey Subject and Engagement Context Records
Define who can access a survey and where the survey invitations appear by creating records with Apex.
Use Apex scripts in the Developer Console to configure your survey's availability.
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From the Developer Console, run this Apex script to create a survey subject record.
SurveySubject s = new SurveySubject(); s.ParentId = 'SURVEY_INVITATION_ID'; // SurveyInvitation record Id s.SubjectId = 'ACCOUNT_ID'; // Account, Territory2, or LsMarketableProduct Id s.Name = 'SurveySubjectExample'; insert s; -
Run this Apex script to create a survey engagement context record.
SurveyEngagementContext s = new SurveyEngagementContext(); s.Name = 'surveyEngagementContextName'; // Survey Engagement Context record name s.SurveyInvitationId = 'SURVEY_INVITATION_ID'; // SurveyInvitationId s.ContextType = 'Visit'; // Supported values: Visit, Account, AccountPlan insert s;
