Relating Cases and Accounts and Contact to Surveys in Reports

Although the use of the Survey Subject object allows you to see related lists of Survey Invitations and Responses on each case record, it does not allow you to report on survey responses by Account, Case Agent, Contact, Case Product, etc.

The "best" (IMHO) way to do this is to add a custom look-up field to the Case on the Survey Invitation object. With the field in place, you can create custom report types that can include all of the Case fields as well as related fields on lookup fields on the Case, like Account Name and Contact Name.

The hard part is populating the Case lookup field.

When you use the Send Survey Invitation action in a process from a case, the Survey Subject record is created which links the Case and the Survey Invitation.

I created a simple flow that fires whenever the Survey Subject is created or edited. If the SubjectEntityType is "Case" and the ParentId is a Survey Invitation (starts with "0ki"), the process copies the SubjectId field to the a custom field called Subject Case on the Survey Invitation. 

To make it easy to implement, I created an unmanaged package that anyone can install (and modify as needed). The package contains the flow definition and the custom field Subject Case for the Survey Invitation object.

Use this URL to install the package into any organization:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2J0000003vGa

Note: If you are installing into a sandbox organization use https://test.salesforce.com/packaging/installPackage.apexp?p0=04t2J0000003vGa

This is all open source. Use at your own risk. Try the sandbox first.

Let me know if you have any questions or comments.

Enjoy!