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Relate Records to Survey Invitations and Responses
Relate Salesforce records to survey invitations manually or automatically. When participants respond, their response record is automatically related to their invitation and to their Salesforce record.
| 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 |
To manually relate a participant's Salesforce record to a survey invitation, click the Get Survey Invitation quick action on any contact, person account, or lead record. Then, select a survey and a related record and save your changes.
When you generate survey invitations by using Process Builder, to gather feedback on support cases, or to gather feedback at the end of a customer support web chat session, Salesforce automatically relates the participant’s record to the survey invitation.
Add the Survey Invitations and Responses related list to contact, person account, and lead record pages to easily see related invitations and responses.
