This guide explains how to sync a Salesforce Report with AskNicely to survey a specific group of Contacts based on your business needs.
⚠️ Know Before You Go
Salesforce allows only 20 filters per report. AskNicely requires 2 filters for processing, leaving 18 filters available for your use. Exceeding this will cause the report to get stuck in “Processing.”
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Use scheduled custom Reports to:
Survey all customers quarterly
Trigger surveys at specific milestones (e.g., 30 days post-join, 6-month follow-ups)
Advanced users can leverage Process Builder or Flows to trigger surveys via specific Contact criteria.
🔗 Click here to learn more about Reports from Salesforce
🧾 Create the Report in Salesforce
Once your Salesforce Admin has integrated the AskNicely Custom Object:
Authorized Users can search and pull Reports from Public Folders using the dropdown in AskNicely.
- Reports should only contain a list of eligible Contacts that you would like to survey.
✅ Required Fields
To successfully sync and survey Contacts:
First Name
Last Name
Email
Contact ID (for updating contact records)
Account ID (if applicable)
➕ Recommended Additional Fields
These fields help personalize survey content and support analytics like leaderboards:
Segment
Event
Agent
Account Rep
🚫 REPORT RESTRICTIONS
Ensure your Report meets the following criteria:
Format: Must be Tabular (NOT Summary, Matrix, or Joined)
Fields: Cannot contain Calculated Fields
🔁 Configure the Report Sync in AskNicely
🪄 Step 1: Select Your Report
Go to AskNicely’s Salesforce integration page → Reports tab
Select your Report from the dropdown
Click Add Report
🧩 Step 2: Match Fields to AskNicely Values
Match your Salesforce fields to AskNicely fields
Click Confirm
💡 By default, the Report Name will be mapped to the segment field. This is useful for pairing multiple survey templates to specific Reports. You can customize this during the field mapping step.
⚙️ Action Settings
Fine-tune how surveys are sent from synced Reports using the following options:
✅ Enabled Button
Enables daily syncing of the selected Report.
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When enabled:
New/updated Contacts in the Report will sync into AskNicely.
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When disabled:
Existing Contacts remain active.
No further updates or new Contacts will sync from this Report.
🚀 Triggered Toggle
ON: Surveys will be sent immediately to all eligible Contacts when the Report syncs.
OFF: Contacts will import without surveys being sent. Use a Send Scheduler to send surveys later.
🔎 What’s an eligible contact?
A contact is eligible if they’re newly added or have passed the days set in your Contact Rules.
⚠️ If you’re using both Triggers and a Send Scheduler:
Add a rule in the scheduler to exclude triggered segments (e.g., “Segment IS NOT ‘Sales_Team_Report’”).
⏱️ Other Sync Settings
Sync Time: Set the time of day when surveys should send (if using Triggered Toggle).
Send Max: Limit the number of surveys sent per sync to prevent flooding.
Contact Rules: Define how often a contact is eligible for a new survey. This overrides the Global Contact Rule.
🙋 Need Help?
If you have questions about syncing Salesforce Reports or encounter any issues, reach out to our team at support@asknice.ly.
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