Using Salesforce Survey without Community Cloud

4 min read

Jessica B.

Seasoned technical writer giving you top Salesforce Tips.

Updated: Jan 9th, 2025

What is Salesforce Community?

The Community Cloud (now known as Experience Cloud) is a platform powered by Salesforce, your organization can build branded online communities where you can engage with your organization’s stakeholders directly. These online communities are designed to promote communication, collaboration, and self-service. By providing a space for users to share ideas, create discussions, and access information you can lessen the strain on your support staff. But just how many Salesforce forum users are there? Salesforce has 150,000 customers worldwide.

The Salesforce community forum builder is a visual tool that you can use to design and style the layout and branding without extensive technical experience and coding knowledge. There are pre-built templates and themes for you to use as a starting point. The templates are designed to suit a variety of use cases, including employee engagement, customer support, partner collaboration, and more.

Administrators can define user profiles and roles that all have various levels of access permissions. This ensures that users only see what is relevant based on their role. Using the social collaboration tool called Chatter, users can make and update posts, ask questions, engage in conversations, and share files. This can help foster a sense of community and engagement with users. There are built-in analytics and tools administrators can gather insights into usage and engagement ensuring content is optimized.

Your organization can enable case management which allows users to submit and track support requests. Logged cases can be assigned to team members for resolution. The Community Cloud can be integrated with other Salesforce products and third-party apps for a smooth user experience. There are options for custom survey community integration and development for advanced use cases.

Communities designed with Community Cloud are device responsive, this makes your content accessible on any device including tablets and smartphones.

There are several security features, data privacy controls, and authentication options. Sensitive information is protected and can only be accessed by authorized users.

The Salesforce Community Cloud allows your business to foster a sense of community and enhance engagement by providing a knowledge-sharing platform.

Salesforce Survey Limitations

If your business wants to start using surveys to gather valuable feedback and you’re thinking “But does Salesforce have a survey tool?” Yes! Salesforce offers a powerful survey tool that is designed to help you collect feedback and insights from your stakeholders. While there are numerous benefits to using Salesforce Surveys there are some drawbacks to keep in mind.

When you enable Salesforce Surveys it can incur additional costs even if you are using a paid plan, keep in mind any add-ons you will need to purchase.

Salesforce Surveys does have restrictions when it comes to integrating with certain third-party apps and external systems. It is vital to ensure your data will seamlessly integrate with your existing CRM system. While there are styling options when it comes to customizing your surveys the options are not extensive which can hinder matching your surveys to your organization’s brand. The question types on offer might not cover every survey scenario, and more advanced questions and features might be missing compared to other survey tools. The Salesforce survey builder might not support complex logic and branching, depending on your survey needs you might encounter Salesforce survey limitations when creating intricate logic paths for your survey. Salesforce can constrain the respondent experience due to the platform’s customization options, which can impact engagement and response rates.

The Salesforce Survey setup provides reporting and analytics tools but these options may not be as advanced as dedicated survey analytics tools.

If your surveys will require extensive customizations or the use of specialized features, you might need to look into using other survey tools that are designed with customization in mind.

How to add a Survey to a Salesforce Survey Community

The Salesforce Survey Community forum is where Salesforce users can discuss and learn about the survey features in Salesforce. The community provides several learning resources like videos, articles, blog posts, a discussion forum and information about Salesforce survey license. The discussion forum is a great resource for users to ask questions and get help from Salesforce exports and other users.

You can build a Survey Community to learn about the survey feature and how to use it. Get help with creating your surveys and using them to gather data. You can share your own survey experiences with other users. The Salesforce Community also keeps you up to date on new features and updates.

Joining the Salesforce Survey Community requires a Salesforce account. After you have signed in you can search Salesforce Survey Community on the Salesforce Help website.

Follow these steps to add a survey to a survey community in Salesforce:

1. Navigate to Setup> All Community.

2. Open the workspace community where you want to add your survey.

3. In the Builder, Click on the first lightning icon located in the top left. Type Survey in the search bar.

4. Drag and drop the survey into your selected block.

5. Select the survey name in the component config details.

6. Click Publish.

Your survey is now displayed on the community page.

Titan and Salesforce Community

Titan and Salesforce Community are two separate products that can be combined to make improvements to your customer and employee interactions.

Titan is a no-code Salesforce platform that allows you to make surveys and forms that are powered by Salesforce data. This means any survey you create in Salesforce can easily be embedded in your Salesforce Community.

By combining these two powerful tools, you can create a more engaging and interactive experience for users. You can even embed a survey you created in Titan in your Community to gather feedback.

We’ve summarized three main benefits of using Salesforce Community and Titan together. You can increase your engagement with employees and customers by providing a personalized and interactive experience. By creating more flexible and customized surveys and forms you can improve your data collection. Titan and Salesforce Community can be used to provide a common platform that enhances collaboration between employees and customers to share ideas and information.

When combining Titan and Salesforce, the possibilities are endless!

FAQs

Do you need a community to use Salesforce surveys?

To send surveys to customers, a default community is required to distribute public survey invitations.

Are surveys free in Salesforce?

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

Can you send surveys from Salesforce?

Automated Surveys: You can easily build and send out surveys to customers and employees regularly which can help you stay on top of customer needs.

Available on the AppExchange

Thank you for reading our article on the Salesforce Surveys. We hope we have inspired you with time-saving ideas that facilitate your survey creation and distribution projects.

Contact Titan today if you want to eliminate all your manual workflow processes. We are a powerful no-code platform that you can use to create surveys for Salesforce that are 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. We hope to see you soon!

Titan Website

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.