Recalculate the survey sharing logic and generate survey invitation share records for a specified territory. Run this batch job to make sure that the right users have access when territory alignments change.
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 a survey:
Life Sciences Commercial Admin
Before you begin, turn on the SurveyInvitationSharingHandler.
From the App Launcher, find and select Admin Console.
On the Admin Console setup page, click Territory Management.
In the navigation bar, select Share Survey.
On the Share Survey Setup page, click Run Now.
Under Run Share Survey Invitation and Responses, in the Hierarchy field, search for and
select a territory.
Click Run.
Note
This job uses Provider Account Territory Info (PATI) records to refresh the data. If
the PATI records are missing or incomplete for the selected territory or its child
territories, the job can't update the survey data.
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