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Send Surveys

Surveys can be sent to Salesforce and/or external recipients: email, Contacts, Users, and/or Leads.

If you can't see the 'Send Survey' button in Contact/Lead/Case records make sure it was added to the page layout.


NOTE: Make sure you set up Sites if some/all the recipients are recipients external to Salesforce. Go to the Site Configuration tutorial for more info.

If you are using a version previous to 3.71 please click here