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Retail Execution at Your Fingertips
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            Create Survey Invitation

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            Create Survey Invitation

            Create a survey invitation for the visit if the action plan template that you associated with the visit has a survey task.

            Required Editions

            Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.
            1. In the App Launcher, find and select Contacts.
            2. Click a contact.
            3. From the drop down list on the top right, select Get Survey Invitations.
            4. Select a survey
            5. In the Related Record field, select Visit from the drop down list, then find and select a visit.
            6. Click Get Invitation.
             
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            Salesforce Help | Article