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How to Create a Report to Track Survey Response Count in Agentforce Service (Service Cloud)

Julkaisupäivä: Oct 29, 2025
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This article explains how to create a custom report in Agentforce Service (formerly Service Cloud) to accurately track the total number of Survey responses completed during a specific contract period for usage monitoring purposes.
The Usage-based Entitlements page in Salesforce Setup shows a cumulative total of Survey responses consumed by the organization to date. This value does not represent the number of responses consumed in only the current contract period. By creating a custom report type filtered by your contract period start and end dates, you can accurately track the total number of completed Survey Question Responses for any period.
Note: As long as the Survey Question Response records are not deleted, the total record count in this report represents the total number of responses completed within the specified period.

Ratkaisu

Step 1 — Create a Custom Report Type

  1. Click the Gear icon in the upper right and select Setup.
  2. Enter Report Types in the Quick Find box and select Report Types.
  3. Click New Custom Report Type.
  4. Select Survey Question Responses (API Name: SurveyQuestionResponse) as the Primary Object.
  5. Enter the Report Type Label, Report Type Name, and Description. Select a Store in Category value.
  6. Under Deployment Status, select Deployed and click Next.
  7. Click Save.

Step 2 — Create the Report Using the Custom Report Type

  1. Navigate to the Reports tab and click New Report.
  2. Select All from the category list on the left.
  3. Search for and select the Survey Question Responses report type created in Step 1.
  4. Click Start Report.
  5. In the Columns section of the Outline pane, add your desired fields (for example: Survey Question Response ID, Name, Created Date).
  6. Open the Filters pane and configure the following:
    1. Show Me: All survey question responses
    2. Created Date: Set to your specific contract period start and end dates (for example, select a custom date range matching your contract period)
  7. Click Save & Run.

The report record count represents the total number of Survey responses completed within the filtered date range.

Knowledge-artikkelin numero

005227412

 
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Salesforce Help | Article