Sales Reps in the field are reporting that no surveys are available when they try to complete a visit survey on their mobile devices. What are two…

A survey won’t appear in the mobile Visit UI when no active Salesforce Survey exists or when a Survey Invitation record hasn’t been generated for the visit; both are required for the app to surface the survey to the rep.

B. Reps need “Respond to Surveys,” not “Create Surveys,” to take surveys.

C. The standard Assessment Task Definition can be used; absence of a custom one doesn’t block visibility.

E. The Lightning Flow only automates invitation creation; absence is a cause only if invitations are missing, already covered by option D.

1. Salesforce Help, “Set Up Retail Execution Surveys”, Winter ’24, section ‘Create and Activate a Salesforce Survey’.

2. Salesforce Help, “Generate Survey Invitations for Visits”, Winter ’24, paragraph 1 – explains necessity of Survey Invitation records.

3. Salesforce Help, “User Permissions for Salesforce Surveys”, Summer ’23, table – ‘Respond to Surveys’.