Sharing Settings Considerations for Surveys

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If Organization-Wide Defaults for Internal Users is set to Private for Contacts, or TargetX Communities is Activated, then a Sharing Rule must be set up to permit Read Only access to the Survey Site Guest User for the desired group of Contacts (ie. All Students).

Note: Review the Recommended sharing settings for Default External Access (Organization-wide Defaults) to verify your Default External Access.

Surveys require the following Sharing Rules:

Create a Surveys Sharing Rule

Go to Setup and search for Sharing Settings.
In Manage sharing settings for, select Survey.
Under Sharing Rules > Survey Sharing Rules, select New.
1. In the Step 1: Rule Name, enter Label = Surveys Site Users. Rule Name will automatically populate with this value.
2. In Step 2: Select your rule type, select the radio button option Guest User Access, Based on criteria.
3. In Step 3: Select which records to be shared:
  1. Enter criteria of Field of Created By ID starts with 005.
4. In Step 4: Select the users to share with > Share with, select Surveys Site Guest User.
5. In Step 5: Select the level of access for the users > Contact Access, select Read/Write.
Delete any existing Sharing Rules that are based on Public Groups for the Contact object.
Select Save.

Create a Survey Response Sharing Rule

Go to Setup and search for Sharing Settings.
In Manage sharing settings for, select Survey Response.
Under Sharing Rules > Survey Response Sharing Rules, select New.
1. In the Step 1: Rule Name, enter Label = Survey Response Site Users. Rule Name will automatically populate with this value.
2. In Step 2: Select your rule type, select the radio button option Guest User Access, Based on criteria.
3. In Step 3: Select which records to be shared:
  1. Enter criteria of Field of Created By ID starts with 005.
4. In Step 4: Select the users to share with > Share with, select Surveys Site Guest User.
5. In Step 5: Select the level of access for the users > Contact Access, select Read Only.
Delete any existing Sharing Rules that are based on Public Groups for the Contact object.
Select Save.