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Salesforce: Displaying Responses on the Contact and Account Layout

Jomar
  • Updated

After installing the AskNicely Salesforce integration, do the following to display your Survey Responses on the contact layout:

 

Contact Level Responses

Displaying the Most Recent NPS Score

  1. Within Salesforce Setup, go to the page layouts for the contact object.
  2. Click to edit the appropriate layout name (e.g. "Contact Layout").
  3. Drag the "NPS ..." fields onto the layout

 

Displaying ALL Contact Responses

  1. On the same screen as above, click on Related List from the scrolling menu
  2. Drag AskNicely Responses onto the layout
  3. Click on the wrench icon above the newly placed AskNicely Responses
  4. Select the fields that you want displayed




Success! Read on to add NPS data to the Account Layout.
 

Account Level Responses Layout

After setting up your Contact Layout, you can set up your Account Layout to allow you to view all AskNicely responses for a given account without having to track down the individual contact.

Important Notice: In order for this to work, you must have the Account ID added to any Report you are adding to AskNicely. Also, be sure to link this to Account ID within the Matching Fields of any Report. 
 

Step #1: Go into the Setup for your Salesforce account then to Customize > Accounts > Page Layouts. You'll want to select the layout you want do edit, and click edit  


Step #2: In the top left bar that starts with Fields  you want to select Related List  and search for AskNicely Responses. Now drag and drop that where you want to under the Related List header.


Step #3: Click on the wrench located above AskNicely Responses to edit the fields you want displayed. Our recommendations are seen below in the Selected Fields:


Be sure to save your work and now under an Account view you will have an AskNicely Responses box very similar to the below: 


 

 

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