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Vista Survey Objects

When you install the Vista Survey app from the AppExchange, two new Custom Objects are added to your Salesforce account: Survey and Survey Result

Survey object

Survey Object

The Survey object holds records for each of the surveys you transfer from Vista.  The Survey object is the parent of the Survey Result object.  The following are the primary fields of the Survey object:

Survey Result Object

The Survey Result object holds records for each response you receive to a survey.  The Survey Result object is a child of the Survey object.  The following are the primary fields of the Survey Result object.

Note that the Qn Value fields are text fields that will contain the text entered by the user.  If you need a numeric value for calculations in reports and graphs, you can create a Formula field which uses the CASE or VALUE functions.

For example, if you have a question that returns answers in the range "Very satisfied" to "Very dissatisfied", and you want to assign a numeric score as follows: Very satisfied=5, Satisfied=4, Neutral=3, Dissatisfied=2, Very dissatisfied=1.  You can create a Formula field in the Survey Result object to calculate this score as follows:

  1. In Salesforce, click Setup.
     
  2. In App Setup, click Create, and then click Objects.
     
  3. Click Survey Result.
     
  4. In Survey Result, in Custom Fields & Relationships, click New.
     
  5. In Dat Type, click Formula, and then click Next.
     
  6. Enter a Field Label and a Field Name, such as Q1Score. 
     
  7. In Formula Return Type, choose Number, and in Options, enter 0 decimal places.  Click Next.
     
  8. In the formula editor, click on the Advanced Formula tab and enter a formula that returns a score.  For information on adding a formula, in Salesforce, click Help for this Page.

    For this example, the formula could be something like the following:
     
    • CASE(Q1Value__c,"Very satisfied",5,"Satisfied",4,"Neutral",3,"Dissatisfied",2,"Very dissatisfied",1,0)
       
  9. Click Next.
     
  10. Configure the Field-Level Security for Profile, and then click Next.
      
  11. In Add to page layouts. click Save.

    You will now have a field that returns a numeric score which you can use in reports and graphs.