How to attach surveys to opportunities through Automations

To create the automation: 

Click on Tools>Administrative Options>Automations 

Click on the New button on the lower left-hand part of the screen
Make sure that Type is Opportunity
Surveys to Opp Automation Type-png

Create a Name for your Automation
Enter a Description (optional)Surveys to Opp Automation Description Click Next to set Permissions as needed

Surveys to Opp Automation PermissionsClick Next to set the Trigger. For example,  we have it set to On Demand

Click Next to set the Apply To. For example,  we have set this to be Any record(s) since we are going to make a grid of opportunities we want this to update

The final part is to click on Attach Survey and select the Survey we would like to attach to these Opportunities