Sales Reps in the field are reporting that no surveys are available when they try to complete a visit survey on their mobile devices. What are two explanations for this?
A.
The Salesforce admin has not created and activated a Salesforce survey
B.
The rep is missing the Create Surveys permission
C.
A custom Assessment Task definition has not been created
D.
A related survey invitation has not been generated
E.
The Retail Execution Survey Lightning Flow has not been action
In-Store Survey execution depends on both an available Salesforce Survey and a corresponding Survey Invitation. The survey supplies the questionnaire that the field representative must complete, while the invitation creates the specific survey instance that becomes available in the context of the visit, retail store, or contact.
Salesforce ' s Consumer Goods configuration process requires the administrator to set up and activate the survey before it can be distributed. An Assessment Task Definition of type In-Store Survey is then incorporated into the Action Plan Template used for the visit. To expose the actual survey instance, Salesforce requires a Survey Invitation to be generated, commonly through the Retail Store ' s primary contact. The invitation is associated with the relevant records so that it appears within the survey task during visit execution.
Field representatives do not require permission to create surveys merely to respond to them. Survey authoring is an administrative function. Likewise, the standard process does not depend on creating a custom task definition or on a separate Retail Execution Survey Lightning Flow.
Therefore, absence of either the activated Survey or the related Survey Invitation prevents the survey from being available to the field representative.
Chosen Answer:
This is a voting comment (?). You can switch to a simple comment. It is better to Upvote an existing comment if you don't have anything to add.
Submit