How Surveys Work in Life Sciences Cloud

Strategies for Sharing Surveys

Survey Sharing Strategy controls survey access. Administrators create a Survey Subject record to link an invitation to an account, product, or territory, which automatically generates sharing records. How a survey is shared and with whom depends on the subject type, either account-based or territory based.

When you turn on the SurveyInvitationSharingHandler, it uses the subject type to generate an invitation for the appropriate users or territories.

• Account-based sharing: When you link a survey subject record to an account, the account's sharing configuration determines access for the associated users and territories.

• Life Sciences marketable product-based sharing: When you link a survey subject record to a Life Sciences marketable product, survey invitations are distributed based on product availability and product–territory alignment. Product territory availability records define this alignment, including sub-territories and which territories to include or exclude.

• Territory-based sharing: When you link a survey subject record to a territory, users assigned to the territory and its sub-territories can access the survey.

The survey engagement context and survey response offline objects inherit access from the associated survey invitation record, which is governed by the LifeSciCustEngmtBase org preference.

Strategies for Listing Surveys

Survey Listing Strategy controls where surveys appear. Administrators add the SurveyListView component to show invitations on specific account or territory pages. Survey listing strategies define how UI components and ContextType behaviors determine which surveys appear for your users. Supported UI components, such as the Survey List View component, show survey invitations on account or account plan record pages. This component shows invitations linked to the current record and those available through territory or product alignment.

Survey invitations can appear to users through several configurations.

• For a Specific Record: Survey invitations appear for a specific account, visit, or account plan when a survey subject record links the invitation to the specific record ID.

• For a Territory: Survey invitations appear for accounts within a territory when a survey subject record is linked to the territory. A survey engagement context record controls where these invitations appear:

  • When ContextType is Account, invitations appear for all accounts within that territory.

  • When ContextType is AccountPlan, invitations appear within account plans.

  • When ContextType is Visit, invitations appear for all visits within that territory.

• For a Life Sciences Marketable Product: Survey invitations can appear based on product alignment when a survey subject record is linked to a Life Sciences marketable product and a survey engagement context record has its ContextType set to Visit. Product territory availability (PTA) alignment determines survey visibility. Users assigned to territories where the product is included in a visit can access the invitations.