The Surveys module consists of five objects:

Survey Creation

• survey__v – stores the Survey header information: start date, end date, channels, assignment rule information, segment definitions, etc. This object is the template for the survey_target__v records.

  Attachment fields are not supported on the survey__v or survey_target__v objects.

• survey_question__v – stores a specific instance of a question on a survey. This object is the template for the question_response__v object.
• question__v - stores questions that can be used repeatedly throughout multiple surveys.

Survey Execution

• survey_target__v – stores a specific instance of a target’s response to a survey . Fields from the survey__v record are copied along with information about the survey target (the account).

  Attachment fields are not supported on the survey__v or survey_target__v objects.

• question_response__v – stores an end user’s answers for a survey question. Fields from the survey_question__v record are copied along with the user’s response.

Object Types

Object types are used on all five Survey objects.

• survey__v and survey_target__v have associated object types: one_time__v, recurring__v, user_event_suggestion__v, and coaching_report__v. When a survey target record is created, it uses the same object type as the related survey.
• question__v and survey_question__v have multiple object types, one for each type of question. For example, pick-list, radio, text, and date.
• When a survey question is created in the Question Bank, the same object type is used for the new survey question record as for the related Question record.
• The question_response__v object has five object types:
• crm__v - for responses from surveys taken from within Vault CRM
• clm__v - for responses from surveys taken as part of a CLM presentation
• approved_email__v
• crm_coaching__v

Object type access is required at the profile level for each user who creates a record. For example, if a user is creating one-time surveys, that security profile must have access to the one_time__v object type on the survey__v object.

Object type permissions can be removed to prevent survey designers from creating certain question types. For example, to prohibit long-text questions, remove Create permissions to the long_text__v object type.

Survey Questions

There are several types of survey questions, for example, picklist, text, and radio. After a question is created and saved, it can be added to the Question Bank for use in other surveys if needed.

Survey Segments

Segments allow users to categorize results of the weighted questions in a survey. You can create segments based on the total value of the weighted questions. When a survey target is submitted, the values of answer choices are summed and the values are stamped to the score__v field on the Survey Target record. This value is compared to the segment__v field in the survey__v record. The segment that corresponds to the score gets stamped into the segment__v field on the survey target record.

Survey Channels

The channels__v object control displays by default on the survey__v page layout. This text field renders as a multi-select field and determines which channel the survey can be answered in: Vault CRM, CLM, or Approved Email.

Survey Targets

A target is an account for which an end user executes a survey. Target ownership is determined by Assignment Rules. Survey designers can add target accounts via the Survey Management screen or by data loading.

Assignment Rules

Assignment Rules determine ownership of survey target records for targeted accounts after a survey is published. They also determine which end users can create survey target records for Open surveys and which accounts can be surveyed. This information is stored in the open__v, territory__v, and assignment_type__v fields in the survey__v object.

1. Grant survey designers the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   product__v	R	n/a	All	Edit
   question__v	CRED	All	All	Edit
   question_response__v	CRED	All	All	Edit
   survey__v	CRED	one_time__v recurring__v	All	Edit
   survey_question__v	CRED	All	All	Edit
   survey_target__v	CRED	one_time__v recurring__v	All	Edit

2. Grant access to the answer_choice__v object control on the question__v object.
3. Grant access to the following object controls on the survey__v object:
   • account_types__v
   • channels__v
   • questions_section__v
   • segments_section__v
   • targets_section__v
   • territories__v
4. Grant access to the survey_target_questions_section__v object control on the survey_target__v object.
5. Grant Execute permission to the appropriate actions on the survey_target__v object.
6. Ensure the following object controls are on the layout for survey details:
   • account_types__v
   • channels__v
   • territories__v
7. Grant survey designers View access to the Surveys tab. You may need to create this tab if it does not exist.

1. Grant end users the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   question_response__v	CRE	crm__v	All	Edit
   survey__v	R	one_time__v recurring__v	All	Read
   survey_question__v	R	All	All	Read
   survey_target__v	CRED	one_time__v recurring__v	All	Edit

2. Grant access to the following object controls on the survey__v object:
   • account_types__v
   • channels__v
   • questions_section__v
   • segments_section__v
   • targets_section__v
   • territories__v
   • advanced_share_team_section__v (just for coaching report)
3. Grant View access to the following pages:
   • Survey Target
   • Add Survey Target
4. Grant View access to the My Surveys tab.
5. Select Add Section on the appropriate Account layout and add the Survey Targets Related Object to the layout.
6. Grant CRED access to the Base Survey object type on the survey__v object.
7. Grant CRED access to the Base Survey Target object type on the survey_target__v object.
8. Grant Execute permission to the appropriate actions on the survey_target__v object.
9. Ensure the sync_configuration_mode__v Veeva Setting is set to 1 to allow activation of multiple VMOCs for different survey types.
10. Activate the following VMOCs:
    • question_response__v
    • survey__v
    • survey_question__v
    • survey_target__v
11. Verify that the Survey end user is aligned to at least one territory.
12. Navigate to Admin > Users & Groups > Groups.
13. Ensure the user's security profile is added to the All Internal Users group. Users must be included in this group to view open surveys available for selection when creating a new survey target.