An Overview of Salesforce Survey Limitations

Jessica B.

Seasoned technical writer giving you top Salesforce Tips.

Updated: Jan 13th, 2025

How can Salesforce Surveys Benefit your Business

Surveys remain one of the most popular research tools when it comes to collecting information and data from your organization’s stakeholders. By creating and designing complex or basic surveys, you can implement survey research for several purposes including collecting product feedback, measuring service delivery, gauging your customer opinions, and conducting market research. Surveys in Salesforce empower your business to use feedback to improve your offering and build customer loyalty.

We have summarized a few benefits of using the Survey feature in Salesforce. Firstly, you can collect direct feedback from your customers, this provides insight into their needs, pain points, and preferences. Use that information to guide your product and service development, marketing strategies, and make business decisions. The best business decisions are made when you have a really good hunch or when they are data-driven. Make data-driven decisions by analyzing the survey results and using the data to identify patterns, trends, and opportunities.

Get those customers coming back for more by understanding their experiences and addressing any concerns. Surveys can help you identify areas that need improvement and areas where you excel. You can also tailor your products and services to match customer preferences and expectations.

To understand Salesforce survey functionality and ensure you leverage these benefits, it’s important to create a well-structured survey, carefully select the correct distribution method for your survey, and analyze the collected data. Surveys in Salesforce is a valuable powerful survey tool that can help you capture, manage, and act on customer feedback.

Key Salesforce Survey Features

The Surveys tool offers a wide range of features to assist you when gathering and analyzing feedback effectively. We’ve summarized a few key features for you.

You can create surveys that are tailored to your organization’s needs by inserting a variety of question types and customizing the layout and branding. By implementing conditional logic to show or hide questions based on previous answers, you can create a personalized survey experience for each respondent.

Sending your surveys through a variety of distribution channels ensures that you collect as much valuable data as possible. Survey in Salesforce offers automated workflows, which means you can trigger actions depending on survey responses. You can update records, send alerts, or create tasks.

Integrate survey data with your organization’s Salesforce CRM records to gain insight into customer preferences and interactions. Gain insights into trends, response rates, and key metrics with real-time inbuilt reporting and analytics.

Is your survey data looking a little dull? You can create engaging dashboards and data displays to convey survey data and metrics in your Salesforce environment. Sometimes data can be overwhelming which is why you can segment the survey responses by criteria. Calculating your Net Promoter Score to measure customer satisfaction and loyalty is simple. Even when you are offline you can collect feedback from your surveys. Salesforce will sync the data once an internet connection is restored.

These features enable your organization to collect, analyze, and action customer feedback to grow and improve your business.

Salesforce Surveys Limitations

While the Survey tool in Salesforce offers numerous benefits, there are certain limitations you need to factor in when choosing a survey tool for your business. We have summarized a few Surveys for Salesforce limitations to keep in mind. While you can customize your surveys to some extent, the level of customization is not as extensive as dedicated survey platforms. This might limit your ability to completely align your surveys with your organization’s branding.

Creating complex surveys and including logic might be challenging to implement. If your surveys require conditional logic or detailed branching, you might find this tool complicated to work with. Another limitation of survey for Salesforce is a complicated integration process, setting up and configuring Surveys to your existing Salesforce can require technical expertise or even development efforts. The question range available might not be as extensive as a survey-dedicated tool, carefully consider the question types you need to use to gather your data and ensure that Salesforce Survey offers them.

Your surveys are only valuable if feedback is collected, The survey response collection channels are limited when it comes to embedding surveys on third-party websites or distributing your surveys via text. Access to more Salesforce Survey advanced features or higher usage levels can come with an additional Salesforce Surveys pricing cost. Advanced audience segmentation options can be limited when compared to survey-dedicated tools, this can impact your organization’s ability to reach specific target audiences.

Salesforce Survey Limits

If your team is not familiar with Salesforce, there can be a learning curve for teaching team members how to use the Survey tool Salesforce effectively and how to manage surveys within the Salesforce system.

Do these Salesforce Survey Limits have you looking for another survey tool? Look no further than Titan. You can easily create, automate, and track custom web surveys directly from Salesforce using Titan’s drag-and-drop survey builder. Titan is a no-code survey tool that makes it user-friendly for any user in your organization to create and distribute surveys.

The Salesforce Reporting Limitations

While Salesforce offers robust capabilities for reporting and data analysis, there are a few Salesforce reports limitations to be aware of. Salesforce does have limits on the amount of data that can be retrieved and displayed in one report, this impacts analysis when working with large datasets. The available report types may not cover the combination of data you need to analyze, you can work around this by creating custom report types or implementing joined reports. When exporting your reports to different formats, the structure, and layout may not always line up with your needs.

Due to synchronization delays, your data may not be accurate and reflect real-time data which can impact the accuracy of your reports. There are limits to the number of dashboard emails and scheduled reports that you can send over a specific time period, this can impact any automated report distributions.

While you can drill down into your data to some extent, there can be constraints on how far you can go to get the level of detail you require in some situations. Access to certain data and reports directly relates to user permissions which can impact your reporting abilities if you require reports across various user groups.

Titan Survey: Salesforce Survey Tool

Even with these limits in Salesforce, it remains a powerful analysis and visual data tool. If you require more advanced reporting needs why not try a fully integrated Third Party app? Titan Survey Analytics is your one-stop dashboard that provides visual data displays and easy-to-access reports. All analytics are based on your Salesforce data in real-time.

FAQs

What is the limitation of surveys in Salesforce?

Every Salesforce organization includes platform or basic Salesforce Survey features with up to 300 free responses.

Does Salesforce have survey capabilities?

The Salesforce Survey tool is included in the Enterprise, Unlimited, and Performance Editions of the following core products: Platform, Consumer Goods Cloud, Financial Services Cloud, Service Cloud, Sale Cloud, Health Cloud, and Manufacturing Cloud.

Are Salesforce surveys free?

Join Salesforce to learn more about incorporating feedback across your business including Service, Sales, and Marketing with Salesforce Surveys.

What are the benefits of surveys in Salesforce?

You can gain a 360-degree view of your customers. You can connect with your customers directly to get feedback on your products and services.

We hope to see you soon!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.