Automate Survey Invitations with Process Builder

Define the criteria for the Send Survey Invitations action type in Process Builder, and email survey invitations to leads, contacts, and users.

Where: This change applies to Lightning Experience in Performance, Partner Developer, Enterprise, Developer, and Unlimited editions where Salesforce Surveys is enabled.

How: Select Send Survey Invitations as the Action Type in Process Builder.

Send Survey Invitation action type in Process Builder.