Supporting Child Accounts in Surveys
Survey designers can add child accounts as survey targets when creating surveys, and end users can select child accounts as survey targets when creating new survey targets. Surveys for child accounts allow organizations to collect information that is specific to a person at a particular location because HCPs often work at multiple locations.
Surveys for child accounts are supported for the One Time and Recurring survey types in CRM.
Who can use this feature?
- Browser, iPad, iPhone Users
- Users do not require an additional license
- End Users, Survey Designers
Configuring Child Accounts in Surveys for
Survey Designers
To configure this feature:
- Ensure Configuring Surveys and Configuring Child Accounts are complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant the following object and field permissions:
Object Object Permission Object Types Field Field Permission survey__v CRED All target_type__v Edit survey_target__v
CRED All - child_account__v
- location__v
- target_type__v
Edit
- Add the target_type__v field on the survey__v object to the One Time and Recurring layouts.
End Users
To configure this feature:
- Ensure Configuring Surveys and Configuring Child Accounts are complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant the following object and field permissions:
Object Object Permission Object Types Field Field Permission survey__v R All target_type__v Read survey_target__v
CRE All - child_account__v
- location__v
- target_type__v
Edit
- Add the Survey Targets related list to the child_account_v layouts.
-
Add the child_account__v and location__v fields on the survey_target__v object to the layouts for one time and recurring survey targets.
-
Add the child_account__v and location__v fields on the survey_target__v object to the fields displayed on the My Surveys tab.
Using Child Accounts in Surveys as
Survey Designers
Survey designers can load survey targets using Vault Loader or Data Grid Loader.
Loading Survey Targets for Child Accounts with Vault Loader
The system stamps the child_account__v value on the Survey Target based on the values of location__v and account__v when the survey targets are loaded.
When loading survey targets for child accounts:
- Ensure the no_autoassign__v field on the survey_target__v record is enabled. The survey target account owner must be assigned by the data load. The publishing process does not consider child account territory assignment when assigning survey target account ownership.
- Ensure both the account__v and location__v fields on the survey_target__v record are populated and correspond to an existing child account record.
Monitoring Results for Child Accounts
From the Survey tab, survey designers can monitor survey results and segmentation data collected from survey targets that target child accounts.
Considerations
Survey Targets for surveys targeting child accounts cannot be added from the Survey Management screen. They can be added by the survey designer using Vault Loader or Data Grid Loader, or if the survey is an open survey, they can be added by end users.
End Users
Survey Execution
End users can execute survey targets that target child accounts from the Survey Target page, the Call Report, and the Child Account page related list.
End users can search for child accounts alongside accounts to create child account survey targets from the Add Survey Target page.
If the Create button is selected from the Survey Targets related list on a child account, the child account is pre-selected in the Survey Target creation wizard.
Considerations
Before using child accounts with surveys, consider the following items:
- When a child account-enabled user creates a survey target, the user must select either an account or child account before available surveys display
- For a child account-enabled user, the address does not display in the Survey Target creation wizard
- Child account enabled-users can search for child accounts in the Survey Target creation wizard using Furigana
