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 risposte
Hi Gien,
You can't use workflow or just process builder only to pull the Net Promoter Score from all the survey received, getting the average and placing it in the Account's Net Promoter Score under Account Details. You need to use flow or write an apex to do all these things. May I suggest joining the developer forums below to collaborate with the experts for best practices advice.
https://developer.salesforce.com/forums
https://salesforce.stackexchange.com/
Hope this helps.
