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Configure Feedback Scorecards
Configure feedback scorecards before you use them.
Required Editions
| Available for an extra charge in Enterprise, Unlimited, and Developer editions where Salesforce Surveys is enabled. |
Note Before you configure feedback scorecards for an object, make sure that the object records
are associated with survey invitations using
SurveySubject.
-
Go to an existing Lightning Experience page, click
, and then
click Edit Page.
- From the list of components, select CRM Analytics Dashboard.
- From the Dashboard dropdown, select the scorecard you want to embed on the page.
- Click Filter String.
-
In the text box, enter the filter string with survey name, question name, and other filters
you want to add. Use the following syntax to enter the filter string:
{"datasets":{"<dataset name>":[{"fields":["<field>"],"filter":{"operator":"<operator value>","values":["<context>"]}}], "<Dataset name>":[{"fields":["<field>"],"filter":{"operator":"<operator value>","values":["<Survey Name>"]}},{"fields":["<field>"],"filter":{"operator":"<operator value>","values":["<Question Name>"]}}]}} - Save your page.
Example
Here’s an example filter string for configuring a Case feedback scorecard.
{"datasets":{"<Case dataset>":[{"fields":["Id"],"filter":{"operator":"in","values":["$Id"]}}], "<SurveyQuestionResponseWithDetails>":[{"fields":["SurveyVersion.Survey.Name"],"filter":{"operator":"in","values":["<Survey Name>"]}},{"fields":["Question.Name"],"filter":{"operator":"in","values":["<Question Name>"]}}]}}Did this article solve your issue?
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