The In-Store Survey experience uses contextually associated Survey Invitations rather than displaying every open survey invitation in the organization. The relevant contexts are the Visit, Retail Store, and Store Primary Contact.

Salesforce allows a Survey Invitation to be generated for a contact and associated with a Visit as the related record. When the Action Plan Template assigned to the visit contains an In-Store Survey task, this association makes the invitation available within the visit ' s survey execution context. Salesforce also supports generating the invitation from the Retail Store ' s primary contact and associating the survey with the applicable account or store context.

This design ensures that field representatives see surveys relevant to the specific retail engagement they are executing. Showing all open invitations or every invitation targeted to any contact or user would introduce unrelated survey records and would not preserve the visit-level execution context.

The relationship between the Survey, Survey Invitation, Primary Contact, Retail Store, and Visit therefore provides controlled survey distribution while ensuring that the correct questionnaire is available during the appropriate store visit.

Study Guide Topics:Visit Execution - > In-Store Survey - > Survey Invitation - > Visit - > Retail Store - > Primary Contact

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