Loading
Sales Programs and Partner Tracks with Enablement
Share Assessment Surveys with Enablement Admins

You are here:

  1. Salesforce Help
  2. Docs
  3. Sales Programs and Partner Tracks with Enablement

Share Assessment Surveys with Enablement Admins

To ensure that Enablement admins can access assessment surveys when they assemble sales programs for users in Lightning Experience, share the surveys with them. Share surveys manually with specific Enablement admins, or share surveys automatically with all Enablement admins at your company by creating a public group and corresponding sharing rule.

Required Editions

Available in: Lightning Experience
Enablement is available in Developer Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: Enterprise, Performance, Unlimited, and Einstein 1 Sales Edition Editions for an additional cost
Enablement Lite is available with Sales in: Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To create a public group: Manage Users
To create sharing rules for assessment surveys:

Assign Permission Sets

AND

View Setup and Configuration

To share an assessment survey manually with specific Enablement admins, click Sharing on the survey record page and specify the users and access level. See Share and Grant Access to Surveys.

To share all assessment surveys automatically with all Enablement admins at your company, complete these steps to create a public group and a sharing rule.

  1. Create a public group.
    1. From Setup, in the Quick Find box, enter Public Groups, and then select Public Groups.
    2. Create a group, and add Enablement admins as group members.
      You can add members to the public group or remove group members when their user permissions change.
    3. Save your work.
  2. Create a sharing rule.
    1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
    2. From the Manage sharing settings for dropdown, select Surveys.
    3. Scroll to Survey Sharing Rules and click New.
    4. For rule type, select Based on criteria.
    5. For criteria, enter Type equals Assessment.
    6. For Share with, select Public Groups and select the Enablement Admins group you created.
    7. Save your work.

See Also

 
Ladataan
Salesforce Help | Article