How to send Surveys

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

1. After adding the recipients, press the 'Send' button


2. Select the option you want and press 'Send' or press 'Cancel' to go back


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.

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