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Survey Overlay is Not Working in CLM for CRM for iPad

  • Updated

Overview:

Survey overlay is not working in CLM for CRM for iPad.

Root Cause:

Survey Overlay will fail to display in CRM if permissions and configurations are not met.

Solution:

All of the Survey Configurations are required. Ensure the VMobile Object Configuration records for the Survey, Survey Target, Survey Question, and Question Response objects are activated. The requirements listed below must be met: 

  • Select the Enable_Survey_Overlay_vod field on the CLM_Presentation_vod object to allow the Survey overlay page to display in CLM.
  • Ensure the Survey_vod lookup is also populated with the correct Survey to display for that Presentation. This survey must have CLM_vod selected as a Channel.
  • Provide users Read permission to the Enable_Survey_Overlay_vod field and to the Survey_vod field on the CLM Presentation_vod object. The user must also be set up to answer Surveys. See Surveys for more information.

The Survey option displays in the More Action menu after an Account and Survey have been selected when displaying a Presentation where a Survey is populated.

Note: The user profile needs Field Level Security (FLS) to the correct Included user territories field to the survey object dependent on which one is used.

Related Documentation:

CRM Help Documentation: Using the Media Player

 

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