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Salesforce Surveys - Ability to Send an Invitation From Contact/Lead
In the Summer 19 release, there is an action available on Contact and Lead detail pages that lets you create a Survey Invitation linked to the Lead or Contact. But the action simply provides a link that you have to copy and then paste into a manually created email in order to send it to the Lead or Contact. Add the ability to choose a template and then send the invitation immediately.
- 3 months ago
- 8 months ago
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