While all survey responses are available in Medallia Agent Connect, you might want to view data for those responses in Salesforce. To do so, create a new report type and report in Salesforce, as described in the following procedure. For detailed information about creating Salesforce report types, see the Salesforce documentation.

1. In the Quick Find field in Salesforce Setup, enter Report, then find and select New Custom Report Type.
2. Enter the following information about the new report type, and then click Next:
   • Primary Object — Agent Connect Responses
   • Report Type Label — Agent Connect Response Collection
   • Description — This report type can be used to monitor the survey responses returned to Salesforce
   • Store in Category — Customer Support Reports
   • Deployment Status — Deployed

   

3. Click Edit Layout.
4. Add the fields needed in the report.

   For example, you might want to add fields for the case number, response ID, the case owner, and scores received from the customer.

5. As needed, click any field in the Field Layout Properties table to edit the field's label and to configure the field as a default field.

   

6. Click Save.
7. In the Quick Find field in Salesforce Setup, enter Report, then find and select New Report.
8. Select the report type you created in earlier steps.
9. As needed, edit the report filters and the default data range, and then click Save.

   For example, this report in the following image collects data for the prior day:

   

10. Set a schedule for the report, and then click Save Report Schedule.

    For example, the report in the following image runs daily at 8am: