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I know that each survey invitation has its related surveysubject which can be mapped to Objects like Acc, Lead etc. Currently I'm mapping SurveySubject>ParticipantId to ContactId which will then allow me to add the Survey Invitation & Responses related list on the contact layout.

 

Now I want to also relate the survey to the Opportunity & I know I can create the Opportunity Lookup on Survey Invitation to establish the link. However, I want to use the Out of the Box option by leveraging surveySubject object. Do I need to create another survey subject record related that survey invitation which already has a surveysubject record related to contact, so that I can add the Survey Invitation & Responses related list on the Opportunity Page layout? & alos would like to run a report to see all Opp related Survey responses. How do I do that? Please help.

2 件の回答
  1. 2024年2月7日 23:01

    Thank you @Keiji Otsubo. I know we can do that for separate objects. But I wanted to link the survey to both Contact & Opportunity at the same time & wanted to see the Survey Invitation & Responses related list on both Contact & opportunity at the same time.

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