Send Completed Questionnaires to Salesforce

Customers can now send completed questionnaire files directly to the linked Salesforce account, helping close the handoff gap between SafeBase users completing the work and the sales or solutions teams who often need to send the final file back to the customer.

A Share button now appears on completed questionnaires so teams can resend the file after making changes. The feature can be enabled in Settings under Questionnaires and only appears when Salesforce is connected. Share is disabled if the questionnaire’s account is not linked to a Salesforce account. Portal questionnaires are not supported, and Salesforce is the only supported destination at launch.