How can I schedule a report containing Form responses to be sent to Salesforce users?

You can export responses to Form question from the Response Count in the Forms tab. However, if you wanted to see the responses to questions in a Salesforce report, you can do so using TaroWorks' Answer object.

• A. Add a Formula Field on the Answer Object  - Make the question value from the parent record visible on the Answer record. 

• B. Create a Custom Report Type on the Answer object  - the Answer object contains the responses to each question for submissions to Salesforce. 

• C. Create a Report using the Custom Report Type - Create a report type for the Answer object.

A. Add a Formula Field on the Answer Object

1. Go to Setup.
   
2. Click Object Manager.
   
3. Select Answer Object.
   
4. Select Fields and Relationships.
   
5. Click New.
   
6. Select Formula for Data Type.
   
7. Enter Field Label. Field Name prepopulates.
   
8. Select Formula Return Type.
   
9. Click Advanced Formula then Insert Field.
   
10. Select Question>.
    
    
11. Select Caption.
    
12. Click Insert.
    
13. Click Check Syntax.
    
    
14. Select Treat blank fields as blanks.
    
15. Click Next.
16. Make profiles Visible to all.
    
17. Click Next.
18. Click Save.

B. Create a Custom Report Type on the Answer Object

1. Create a custom report type using only the Answer object.

C. Create a Report Using the Custom report Type

1. Open Reports Tab.
   
2. Click New Report.
   
   
3. Search Answers Report Type.
   
4. Click Continue.
5. Add the following Columns;
   • Submission: Submission Name
   • Created By: Full Name
   • Question (Custom formula field)
   • Value
     
6. Click Run.
   
   
7. Click Save.
   
   
   
8. Schedule report.