You want to generate the summary of a Survey for a Lead or an Opportunity that has been completed but you cannot see the summary document.
Reproducing the Issue
You have completed a Survey for a Lead or an Opportunity and you have clicked "Actions" > "Generate Survey Summary", but you cannot see the Survey Summary Document
The Pane "Survey Summary" is not made visible so the summary document is not available
To see the summary document after you have clicked "Actions" > "Generate Survey Summary" in the Lead or Opportunity, the pane "Survey Summary" has to be added to the Survey facet:
1. Go to the Survey Facet of the lead or opportunity that you generated the survey summary for
2. Click "Personalize" and then "Start Personalization"
3. Hover over the facet title "Surveys" and click the "+" icon "Add Items" and then click "Add Pane"
4. Tick the box for "Survey Summary" to make it visible and click "Apply"
5. End Personalization Mode
The Summary Document is now available to download in the Survey Summary Pane.
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