Create a survey response report in Salesforce

View previous survey responses directly in Salesforce.

While all survey responses are available in Medallia Agent Connect, you might want to view data for those responses in Salesforce. To do so, you can create a new report in Salesforce that pulls from data returned from Agent Connect. This guide describes the process of creating a new report type and report in Salesforce.

Note: For detailed information about creating Salesforce report types, see the Salesforce documentation.

Create a new report type

Before generating a report, the first step is to create a new report type.

  1. Open the Setup page in Salesforce, then select "Report Types" from the side navigation menu.

  2. On the Report Types page, click New Custom Report Type.

  3. Enter basic information about the new report type:

    example of configuring a new report type

    • Primary Object — Select "Agent Connect Responses" from the dropdown menu.

    • Report Type Label — Enter a descriptive label, such as Agent Connect Response Collection.

    • Description — Enter a relevant description, such as This report type can be used to monitor the survey responses returned to Salesforce.

    • Store in Category — Select "Customer Support Reports" from the dropdown menu.

    • Deployment Status — Select "Deployed".

  4. Click Next, then Save on the next page.

  5. When the details of the new report type appear, click Edit Layout in the Fields Available for Reports section.

  6. Add the fields needed in the report.

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

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

    Editing report field layout properties

  8. Click Save when finished.

Create a new report

With the new report type available, you can now create a report.

  1. On the Reports page in Salesforce, click New Report.

  2. Select the new report type you created previously.

    example of selecting the report type

  3. Click Start Report, then Save.

  4. In the Save Report modal window that appears, enter a name and description for the new report, and select a folder location.

    Editing the report filters and data range

  5. As needed, edit the report filters and the default data range, then click Save again.

  6. To schedule the report to run on a regular basis, first run the report, then click Subscribe from the expanded options menu.

    image of the subscribe option

  7. Set a schedule for the report, then click Save.

    For example, the report shown in the following image runs daily at 8:00 A.M.:

    Setting a report schedule