How to create a Salesforce report and sync contacts daily in 5 steps
With this document you will be able to generate a report in Salesforce containing contacts. You will then sync the report to AskNicely and configure the parameters. You will need: AskNicely Salesforce integration*, Salesforce login credentials, AskNicely login credentials. It is a quick and easy process, so let's begin!
Create the report in Salesforce
Step 1
Login to your Salesforce account. Click the App Launcher at the top left of the page. Click the Service App. Finally click the Report tab.
Step 2
At the top of the page click New Report. Click Contacts & Accounts then click the blue Continue button. In the left hand column click the Chevron next to columns. Finally click Remove All Columns.
Step 3
Under Columns, click the search field. Type First Name and click to add it. Then type Last Name and click to add it. Type Email and click to add it. Type Contact ID and click to add it. Type Account ID and click to add it. Finally click the blue All Time text to display your contacts.
Step 4
At the top left of the page rename the report so you can identify it, and then click 'Save & Run. Click the blue 'Save' button. Click the reports tab and you will see the report you just created.
Sync the report to AskNicely
Step 5
Login to your AskNicely account and click the App Icon in the left menu. Click the Salesforce App. Then click the reports tab
Step 5
Click the field 'Select a report to sync' and choose the survey you created in steps 1 to 4. Click the blue 'Add Report' button. Check the mappings align and correct any that have not auto populated. Click the blue 'Confirm Matches' button. Select the time that you would like to sync the report daily and finally click the blue 'Sync now button.
Congratulations!
You have now created a Salesforce report and synced it to AskNicely. You can see the new contacts in your contact list.