I am using a custom object - Customer Surveys. The information in Customer Surveys is being pulled/sent from Getfeedback.com.
Here is the current status. Under an account there is the Customer Surveys section and the Net Promoter Score is displayed for each survey received back. Each survey is specifically linked to a Contact, and that contact is linked to an Account. There can obviously be several Contacts linked to an Account.
I want to pull the Net Promoter Score from any/all surveys received -> average that -> placing the average in the Account's Net Promoter Score under Account Details. I have things set from Getfeedback to Salesforce perfect for each Contact, but this "formula/action" has to be inside salesforce
2 réponses
Hi Glen
you have a few options here:
1. using rollup summary: you can define 2 roll up summary fields on the account, one to tally the count of contacts with an NPS score and one to sum the scores, and than add a 3rd field to calculate the avg (sum/count)
2. you can create a process builder to do the same - the process would run on the survey object and would update two custom fields on the account (count and sum) and again you'd use a formula field for the average
3, you can write a piece of code to do the same - an apex trgigger or schduled batch apex to tally the custom object records and udpate the account custom field
