Why you Should Enable Surveys | Salesforce Surveys Advanced Features

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jan 9th, 2025

Salesforce users love the Surveys feature from Salesforce. It can be used to collect responses from customers after creating engaging surveys. These responses are also pushed to Salesforce automatically as survey takers submit them. Collected responses are extremely valuable pieces of information that you can analyze to gain a better understanding of your customers or target audience.

So, enabling the Surveys feature in Salesforce is a really good idea for your business!

Why do you Need to Collect Customer Data?

Understanding your customers is a sure way to start succeeding as a company. Let’s face it, the more customers you have, the more sales your business makes. If you have good budgeting practices in place, then your company is also bound to make great profits and scale accordingly.

So, choosing to use Salesforce Surveys to gather data regarding your customer needs is a no-brainer. Many businesses use surveys in their market research processes, and you can too. Salesforce Surveys can help your business understand what customers like, what pain points they are experiencing, and what they need from your products and services. If you create an engaging survey that collects this type of information, your managers will gain a new perspective on how to design products and enhance services that customers will enjoy.

Once these improvements are put into place, you can use Salesforce Surveys again to measure how successful your programs are and if your customers are now satisfied with the changes. Additionally, now that you have streamlined a few services and improved your products, you might find that customers give you new areas to focus on improving your business.

This cycle of creating surveys and analyzing customer data will help your business retain customers and build loyal relationships in the long run. Loyal customers will repeatedly return to your business for products and services, which results in the longevity of your brand.

How to Enable Surveys in Salesforce?

Working with a Salesforce-focused feature keeps your workflow processes streamlined and gives you more time to be inspired and imagine new opportunities for your business. Salesforce Surveys have already assisted a wide range of organizations, enterprises, and institutions worldwide. Take a quick look at some of the businesses that have adopted Salesforce Surveys well.

Market Researchers choose Salesforce Surveys

Businesses that have a marketing team or department have used Salesforce Surveys to collect feedback from customers to analyze their preferences for products and services. Marketing and sales teams also enable surveys in Salesforce to gather customer information to track consumer purchasing behavior as well as market trends to predict sales for the year and plan better business strategies.

Simple and Advanced Surveys for Academic Researchers

Researchers across multiple academic fields of study, like psychology, sociology, economics, and so on use a variety of surveys to gather information from their target audience. This data is integral to their research studies as it helps to test hypotheses, support articles, and complete research trials.

Government Officials use Surveys to Upgrade Policies

Salesforce Surveys give policymakers all the information they need to stand behind decisions with the confidence to address public issues. Surveys can yield important information regarding the opinions and attitudes of a community. Government officials often use this information to determine where various resources need to be allocated.

Discover Salesforce Survey Examples

So, you are interested in creating a Salesforce survey too, but would like to see a reference of what is a good standard to follow. Although Salesforce provides the survey tools and features to allow you to create a next-level survey, they, unfortunately, do not have a collection of survey examples that you could take a look at.

Here at Titan, we have some tips 🙂 Take a look at how you could try to find some examples of Salesforce surveys.

Salesforce Survey Setup

Are you ready to start setting up your Salesforce Survey? We have provided you with a few simple steps for your convenience below to show you how to enable survey in Salesforce.

FAQ

You deserve some extra cool content. Before we sign off the article on why and how to enable salesforce surveys, here are some popular questions we receive regarding Salesforce Surveys. Let us know if you have a specific question in mind that we can help solve.

How do I enable Salesforce Surveys advanced features and click save?

To enable Salesforce Surveys, Find and click on Systems Permissions in the System section. Then click on Edit and then select Enable Salesforce Surveys Advanced Features. Click on the Save button to finalize.

Can you do surveys in Salesforce?

And, does Salesforce have a survey tool? Yes! Use Salesforce Survey to create surveys with a maximum of 300 free responses.

How do I add a survey to a case in Salesforce?

Navigate to your Object Manager in Salesforce and enter Case in your Quick Find box. Select your case and click on Case Page Layouts, and then Case Layout. Now select your Related Lists and drag Survey Invitations and Responses onto the Related Lists section.

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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.