I have created Survey And Marked it as Template also But Where will we use this Survey Template There is no object named as SurveyTemplate and we can directly clone Survey from survey Builder But where will we be using Survey Template?
Hi @Prasanna Achar, Marking a Survey as a Template is mainly for reusability and standardization. A survey template acts as a master survey design that can be used as the starting point for creating new surveys with the same structure, questions, branding, and settings.
Please have a look on the below points,
- There is no separate standard object called SurveyTemplate. The template flag is stored on the Survey record itself.
- When a survey is marked as a template, it is intended to serve as a base for creating other surveys rather than being distributed directly to respondents.
- Administrators or survey creators can use the template from the Survey Builder when creating new surveys, instead of rebuilding the same questionnaire from scratch.
- While you can clone any survey manually, templates provide a governed and reusable survey design for teams that create multiple similar surveys (e.g., Customer Satisfaction, Event Feedback, Partner Feedback, etc.).
In a short way, a Survey Template is a reusable blueprint for creating new surveys consistently across the organization, rather than a separate object or feature that appears elsewhere in Salesforce.
Hope it works.
