We are rolling out a new survey to the majority of our customers. During our preparation, I am working to setup some reports and dashboards for our executive team. I'd like to be able take the Survey Dataspace, which is a great template as a staring point, and add key fields from our SFDC instance. This will give me more flexibility with reporting survey results against other customer metrics.
How is this accomplished?
Thanks!
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Hi Ben, unfortunately it's not possible to add fields to pre-built data spaces (I just raised this in a separate community post in fact!). What you can do is copy the data space and then add your desired fields in that new data space.
Hi Ben,
The pre-built Data Spaces can't be edited. If you go into one, though, you can hit "Save As" to make a copy.
The pre-built Data Spaces can't be edited. If you go into one, though, you can hit "Save As" to make a copy.
Hi Ben, Here is the link for support doc. I've update it with latest content. Please let me know if you still have any doubts.
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