Send Survey Invitation Actions
Send email survey invitations to leads, contacts, and users in your org based on an action. For example, send a survey invitation when a customer support case closes.
This action is available in API version 47.0 and later.
To access the Send Survey Invitation action, you must have the Feedback Management Survey Response Pack and the Salesforce org enabled with Surveys.
URI: /services/data/vXX.X/actions/standard/sendSurveyInvitation
Where XX.X is the latest API version.
Formats: JSON, XML
HTTP Methods: GET, HEAD, POST
Authentication: Authorization: Bearer TOKEN
Where TOKEN is a variable.
| Input | Type | Description |
|---|---|---|
anonymousResponse | boolean | Indicates whether the participant’s name is recorded in the response record (true) or not (false). |
autoExpiryDays | integer | Number of days remaining for the survey invitation to expire. |
emailTemplateName | string | Developer name of the template that contains either the question or the survey link. |
isUnauthenticatedResponse | boolean | Indicates whether the participant is required to authenticate before starting the survey (true) or not (false). |
personalInvitation | boolean | Indicates whether the invitation is specific to the recipient (true) or not (false). |
recipient | reference | Required. Salesforce ID of the record that the survey invitation is sent to. The record can be a user (internal invitation) or a contact or a lead (external invitation via community). |
surveyName | string | Required. Developer name of the survey that the invitation is sent for. |
surveyQuestionName | string | Developer name of the question that’s sent using the invitation. |
surveySubjectEntity | reference | ID of the record that associates the invitation record with another record. |
None.
GET
This example shows how to get information about the Send Survey Invitation action type.
POST
Here’s a request for the send survey invitation action.
Here’s a response for the send survey invitation action.