SurveyMonkey for Salesforce: Creating Reports and Dashboards

Using Salesforce Dashboards
Using SurveyMonkey Views and Dashboards

Get the integration! SurveyMonkey for Salesforce is an Enterprise add-on. Contact Sales or your Customer Success Manager (CSM). Limitation: The integration setup is available in English only.

If you use our SurveyMonkey for Salesforce integration, you can use your survey data to report on trends in Salesforce. Learn more about the SurveyMonkey for Salesforce integration.

Once you've mapped your survey to Salesforce, you can build custom reports and dashboards for the responses you’ve captured in Salesforce.

Using Salesforce Dashboards

There are many ways to report on survey response data within Salesforce. Once you’ve created reports, you can create Salesforce Dashboards based on those reports.

You can edit, delete, and add new Reports and Dashboards within Salesforce as needed.

Example: You want to create a dashboard for case closed surveys. You may want to plot a dashboard by agent, ticket type, and case reason. This can help you analyze NPS and CSAT scores across different variables in Salesforce.

Applying Formulas to Data

You can also use formula fields to categorize your data in reports. For example, if you map Net Promoter® Score (NPS) to Salesforce, you can create a formula to categorize scores as promoter, passive, or detractor. To do this:

Add a formula field to the object you map NPS data to.
Create a formula that categorizes the NPS scores:
- Score of 9 or 10 is categorized as Promoter
- Score of 7 or 8 is categorized as Passive
- Score of 6 or less is categorized as Detractor

Learn more about tracking NPS in Salesforce. Or, use our sample formula to group NPS responses.

The custom formula field on your object will translate the numerical score into a NPS category. You can then use the NPS data to create custom reports or dashboards that group responses by Promoter, Detractor, or Passive categories.

SurveyMonkey Support can’t consult on coding issues. Reach out to your Salesforce administrator for help implementing these features. These examples help you get started with our Salesforce integration and you may need to make changes for your organization

Learn more:

Using SurveyMonkey Views and Dashboards

There are a few ways to analyze and share your results in SurveyMonkey:

Use filters and compare rules to drill into your data and understand how different variables affected your survey results.
Create views that keep your filters and compare rules applied/ For example, you can filter a case closed survey by different locales, then save views for each locale.
Set up custom dashboards to share results with stakeholders. Customize the charts on your dashboard to share the most useful data with your colleagues.

Example: Based on an age demographic question, you want to view how survey takers age 25+ impacted the results. Use compare rules to show the difference between 2 age groups. The charts will be split into each of those 2 age groups, so you can see how anyone over the age of 25 impacted the survey compared to anyone below the age of 25, all in one nice view

Export Responses to a Google Sheet

Export Responses to Microsoft Excel

SurveyMonkey for Salesforce: Web Link Encryption

SurveyMonkey

SurveyMonkey for Salesforce: Creating Reports and Dashboards

Using Salesforce Dashboards

Applying Formulas to Data

Using SurveyMonkey Views and Dashboards

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