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I would like to view the Reports (generated by QuestionPro from within salesforce. How can I set this up?
To view the Summary Report from within Salesforce.com you must first create a Custom Link within Salesforce.com to your report. Please follow the steps exactly as outlined here:
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Configure Data Mapping and Copy the Single-Signon Report URL
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- Create a Custom Link (in Salesforce.com)
- Login to salesforce.com
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Goto Setup->Customize->Cases (or other Object)->Custom Links
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- Create a New Link of type URL
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Paste the Single Signon Report URL in as the link
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- Save Changes
- Enable the Custom Link in your Page Layout
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- View the Report
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When using the Single Signon Report URL, QuestionPro will automatically verify that your are currently logged into Salesforce.com and display the correct report.
License & Access Options
This feature/tools described here are available with the following license(s) :
- Team Edition
- Unlimited Surveys, Questions, Responses
- Advanced Toolset and Features
- No Long Term Commitment
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