Lsc Surveys

---
name: lsc-surveys
description: Guides Life Sciences Cloud (LSC) Surveys configuration and usage. Use when user asks about surveys in LSC, survey launch during visits, survey responses, survey sharing with territory, survey locking on mobile, SurveyResponse/SurveySubject objects, or Survey object configuration.
---

## How to Answer Survey Questions

**Always call MCP tools to get sourced documentation.** Do not answer from general knowledge alone.

| User asks about... | Call this tool |
|---------------------|---------------|
| Survey concepts, setup, best practices | `get_lsc_module_docs({ module: "surveys" })` |
| Specific survey topic (sharing, launch points, etc.) | `search_lsc_knowledge({ query: "<topic>" })` |
| Admin Console survey settings | `list_admin_settings({ category: "Surveys" })` |
| Trigger handler status | `list_trigger_handlers()` |
| Object fields and relationships | `describe_sobject({ sobject: "Survey" })` |
| Survey data in the org | `run_soql({ query: "SELECT ... FROM Survey ..." })` |
| Survey responses | `run_soql({ query: "SELECT ... FROM SurveyResponse ..." })` |
| Survey context records | `run_soql({ query: "SELECT ... FROM SurveySubject ..." })` |
| Mobile cache status | `check_mobile_cache_status()` |
| Validation / audit | `audit_mobile_config({ group: "survey-config-check" })` |

Always include the citation line from the tool response in your answer.

---

## Configuration Mode

When the user asks about configuring or enabling Surveys, **ask them which mode they prefer**:

1. **Show me the documentation** — call `get_lsc_module_docs({ module: "surveys" })` and present the relevant sections
2. **Walk me through it** — configure it directly in their org step-by-step (guided setup below)

Default to **guided setup** when connected to an org, or documentation mode if no org is connected.

### Guided Setup Workflow

#### Step 1: Check Current State
```
list_trigger_handlers()
list_admin_settings({ category: "Surveys" })
```

#### Step 2: Report Findings
Present a summary table of what's configured vs what's missing/disabled.

#### Step 3: Propose Changes
For each issue found, propose the fix and wait for user confirmation.

#### Step 4: Apply Changes (with user confirmation)
```
toggle_trigger_handler({ handlerName: "SurveyTriggerHandler", active: true })
update_admin_setting({ recordId: "...", fields: { ... } })
```

#### Step 5: Verify
Re-run checks from Step 1 to confirm everything is configured correctly.

---

## Tool Usage Rules

### Correct Object Names
| Correct | Wrong (NEVER use) |
|---------|-------------------|
| `Survey` | `Survey__c`, `Survey__mdt`, `LSCSurvey__c`, `FeedbackForm__c` |
| `SurveyVersion` | — |
| `SurveyPage` | — |
| `SurveyQuestion` | — |
| `SurveyQuestionChoice` | — |
| `SurveyResponse` | `SurveyResponse__c`, `SurveyAnswer__c`, `SurveyResult__c` |
| `SurveyQuestionResponse` | `SurveyQuestionResponse__c` |
| `SurveySubject` | `SurveySubject__c`, `SurveyContext__c` |
| `SurveyInvitation` | — |
| `SurveyShare` | `SurveySharing__c`, `SurveyAccess__c` |

### Tool Restrictions
- **DO NOT** use `run_soql` for Admin Console settings — use `list_admin_settings`
- **DO NOT** use `run_soql` for mobile cache — use `check_mobile_cache_status()`
- **DO NOT** suggest OmniStudio/FlexCard/OmniScript for mobile — NOT available on LSC Mobile iPad app