How to get Contact Type to show for NPS Survey Report in Reports 2.0

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  • Updated 1 year ago
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In Salesforce our contacts are assigned a key contact type (Primary Support Contact, Primary Executive Contact, Etc). This Key Contact type is in Salesforce as a picklist and is associated with the Contact page. We want to be able to run a report for NPS data where we can segment out by the Key Contact type or see the key contact type associated with the contact in a list type report. Anyone have any ideas on how to have the key contact type show when running a report for NPS data?
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Colleen Fleming

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Posted 1 year ago

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