Why you Should Enable Surveys | Salesforce Surveys Advanced Features

6 min read

Nikita R.

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

Updated: May 22nd, 2024

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 feedbac k 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.

1. Our first advice would be to check out the Trailhead platform on Salesforce and search for surveys. There are loads of modules and guides to show you exactly how to create Salesforce surveys. Although you will not find any examples of surveys on the Trailhead website, you can use the opportunity to follow the guides, create your own surveys, and then save them as examples for your future reference.

2. The next place you could look is the AppExchange on Salesforce. It’s an online marketplace full of 3rd-party applications that connect to Salesforce. Many of these applications provide survey templates like ours! Our Titan Survey app has survey templates for any industry including, Healthcare, Education, Human Resources, Non-profits, and much more.

3. And our last piece of advice is to constantly keep up with the online community. Salesforce-focused forums are a great start to interacting with other Salesforce users who have the same issues that you are facing. Use the forums to ask questions such as “Where can I find Salesforce survey examples?“. Chances are, you might find someone who is more than happy to help you or even share their personal examples of 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.

1. It’s best to start with a list of objectives as to why you need a survey. You can always refer to the list at any time to help you decide on the theme, question types, and length of your survey.

2. Login to your Salesforce account and create a new object with the Salesforce Custom Object functionality. The object is essential for storing the responses you will receive from your survey.

3. Proceed by adding fields to the object. You need these fields so that captured responses can be stored correctly.

4. Choose a distribution channel to deliver your survey to a target audience. In Salesforce, you can distribute your survey via an email, a web link, posted on social media platforms, or in a Salesforce community.

5. If you decide to distribute your survey with the email option, we recommend that you use the Salesforce marketing tool or a 3rd-party application like Titan.

6. You will notice that as your target audience completes and submits surveys, their responses are stored in Salesforce under the object you created.

7. Now it’s up to you to send a thank you message or reach out to the survey taker. You can also proceed with analyzing the data you collected through your Salesforce survey.

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.

Titan Survey: Best Salesforce Survey Tool

Thank you for taking the time to read this article on Surveys in Salesforce. We are Titan, a no-code Salesforce platform that can help you create surveys and web applications that integrate 100% into Salesforce. We are Salesforce’s most flexible 3rd-party platform, so contact us today on one of our social media channels below for more Salesforce solutions.

Connect with us through one of social media channels below. 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.