This guide explains how to display Account-level Net Promoter Score (NPS) in Salesforce by using calculation formulas in a Salesforce Report. This is especially useful when analyzing customer sentiment by company or account.
🛠️ What This Solves
By default, Salesforce shows individual NPS responses. However, with a summary formula, you can calculate and display the average NPS score per account directly in your report—great for tracking satisfaction across your customer base.
🧩 Step-by-Step Instructions
1️⃣ Create a New Salesforce Report
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In Salesforce, go to:
Reports > New Report > AskNicely Responses with Account -
Adjust the filters and add any additional fields you wish to include.
(In this example, we’ll stick with the default settings.)
2️⃣ Add a Summary Formula
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At the top of your Salesforce Report, drag Account: Account Name into the Group Rows section.
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Next to Columns, click the dropdown and select Add Summary Field.
Fill in the formula setup as follows:
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Column Name:
Account NPS Score -
Formula Output Type:
Number -
Decimal Points:
1 -
Formula:
✅ Final Result
Once you click Apply, you're done! The report will now show the calculated NPS score grouped by account. This allows your team to easily monitor customer satisfaction at the account level.
🙋 Need Help?
If you have questions or need help customizing your formula, reach out to our friendly support team:
📩 Email: support@asknice.ly
💬 Or click the chat icon in the bottom-right corner of your AskNicely app.