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Salesforce Feedback Management
Share and Grant Access to Surveys

Share and Grant Access to Surveys

Collect feedback and collaborate on survey design by sharing surveys with your team.

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
Available with the Survey Response Pack, Feedback Management - Starter, and Feedback Management - Growth licenses

The organization-wide default sharing settings for all survey objects are private for both internal and external access, and can't be changed. Instead, manually share a survey with users or groups of users in your org.

  1. On the survey record page, click Sharing.
  2. Select a user type, and then search for the user, group, or role and subordinates with whom you want to share the survey.
    Search user to share the survey
  3. For survey access level, select Read/Write to collaborate on creating surveys.
  4. Save your work.
  5. To remove access or to update the access level for a survey, in the Share window, click Edit.
    Manage survey permissions

    To view the sharing hierarchy and user access details, click View Sharing Hierarchy.

 
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