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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.
- On the survey record page, click Sharing.
- Select a user type, and then search for the user, group, or role and subordinates with
whom you want to share the survey.
- For survey access level, select Read/Write to collaborate on creating surveys.
- Save your work.
- To remove access or to update the access level for a survey, in the Share window, click
Edit.
To view the sharing hierarchy and user access details, click View Sharing Hierarchy.
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