Salesforce Forms to Gather Feedback from Surveys

Emily Anderson

Experienced wordsmith, with a keen eye for best of breed Salesforce experiences.

Updated: Sep 27th, 2023

Collecting customer, employee, or even stakeholder feedback is crucial for any business across any industry. This pivotal data can be gained through surveys and offers insights into your target audience’s levels of satisfaction.

But why is it important to know how satisfied our customers or colleagues are? Well for starters, we gain an understanding of how happy our target audience is with our products, services, or company culture. This newfound insight is a critical standard to help any business CRM strategies that want to focus on resolving customer problems and preventing any issues that could arise.

Clearly, this is a winning strategy for building a base of loyal customers and employees. 

Working with Surveys for Salesforce

So how do we create engaging surveys, collect the survey data, transfer the data to Salesforce, analyze the insights, present the data to key stakeholders, and plan new business goals?

This is a challenging task, but some professional tools and platforms can automate your business workflow processes to make gathering and working with survey data seamless. Join us in the article below as we explore Salesforce Forms and Titan to help you decide on the best platform for all your survey requirements.

Benefits from Salesforce Forms for Surveys

For your convenience, we have researched the Forms app from Salesforce to create a spotlight on their dynamic form features for creating surveys. Take a look below

1. Salesforce Combo for your Business

Forms is a premium product offered by Salesforce, so you know that the integration works seamlessly in the ecosystem. A significant advantage of choosing Salesforce is that the integration allows your business to capture survey data and store it directly in the platform as leads, contacts, accounts, or custom objects. Working in one ecosystem has never been easier!

2. Branding your Business will Love

When you use the Forms app to create surveys, you have access to a large range of customization options that can be used to match the brand of your business. Keep in mind that every organization has a unique style. Salesforce users can definitely leverage Forms from Salesforce to customize the layout, colors, fonts, and logos of surveys to cement their business brand in their target audience’s mind.

3. Officially Optimized for Mobile Designs

Surveys created with Forms are responsive in nature, which means that they are super mobile-friendly. Your business can gain the upper hand in the market by adopting a responsive survey design, as this approach provides a seamless user experience for all your respondents. The perfect user experience can increase survey response rates, ensuring you collect the data necessary to make crucial business decisions.

4. What Logic can Salesforce Forms Provide?

Forms has conditional and skip logic to help you create advanced surveys and online forms. Consider your target audience’s user experience by using conditional logic in your surveys to show or hide questions based on a respondent’s answers. You can also use skip logic in your surveys to allow survey takers to bypass questions if they do not want to answer them. With these types of logic added to your surveys, you can guarantee your surveys will be super personalized and fast to fill out.

5. Get Started on Data Analytics

Now that you have advanced surveys that collect data seamlessly for Salesforce, what can Salesforce provide concerning analyzing data? To get started, Salesforce offers real-time reporting and analytic features to understand your survey responses from their Forms app. These advanced capabilities can help you analyze your data, create reports, and monitor trends from your target audience’s responses. Transform your business by making impactful decisions based on accurate survey data.

So, is Forms the Best Tool?

Hold your horses  Before we get carried away and jump straight into creating surveys with Salesforce, let’s now take a look at a few disadvantages of choosing the popular Forms tool. 

As impressive as Salesforce are with their advanced feature offerings from Forms, they could be better. Take a look at the below disadvantages for choosing Salesforce for your survey needs:

Although you can brand your surveys with Salesforce, the customization options are limited regarding the types of questions you can add to your surveys.

Your survey elements have design restrictions limiting creativity in your brand direction.

The Forms app follows the same design as Salesforce, so it can be a complex tool for non-technical people unfamiliar with the platform.

Taking that you are reading this article on Salesforce, if you choose to start using their Forms tool, make sure you allocate time to your project deadlines for your staff to learn how to use the platform effectively.

As a premium Salesforce product, Forms has a hefty price tag. This tool is not a cost-effective Salesforce solution if your business wants an affordable survey option.

Although Forms integrates seamlessly with Salesforce, it is not guaranteed to run with the other platforms and tools you have set up for your workflow processes.

Salesforce offers conditional and skip logic, but that’s it. Other survey builders or form creators on the market also provide advanced features like branching logic, skip patterns, advanced reporting, and integrations with other survey tools.

Don’t waste your valuable time and resources in upskilling your staff to learn a technically unfamiliar tool that is not a cost-effective Salesforce survey solution. 

Exclusive Salesforce Survey Solutions from Titan

Let us introduce you to Titan so you can still work with a Salesforce-focused product! Titan is a market leader offering your business the edge in creating surveys for any use case and object in Salesforce.

Don’t just stop at custom Salesforce use case forms, surveys, or document creation! Titan also helps your business collect user data and automate workflow processes with our zero-code drag-and-drop builder. There is absolutely no coding required when it comes to working with Titan!

Continue reading to be inspired by Titan. We have gathered a few superior features from our platform to show you how dynamic and capable Titan is for solving all your survey needs in Salesforce.

Create robust and customized forms and surveys for your specific digital workflows.

Share bi-directional documents that push and pull real-time data directly to Salesforce.

Titan is super strong and allows your business to read and write from multiple Salesforce objects in real time.

We can automate your Salesforce workflows and provide multi-user permissions.

Add any logic to your surveys and work with any data structure.

Access to progress reports, stunning dashboards, and advanced analytic tools.

Edit bulk records, view your data in a grid, and upload file capabilities are all possible with Titan.

Create surveys with responsive designs and dynamic content.

Empower your staff to use our drag-and-drop builder that requires 0% coding knowledge.

Create any layout you want with endless customization options for your surveys.

Our regulatory frameworks include HIPAA and GDPR requirements for ultimate data compliance.

Your data is secure with Titan. We offer end-to-end encryption to secure your business data.

Simplify complex survey flows between customers, colleagues, and stakeholders for better user experiences.

Ensure all your business teams are aligned every step of the way with approval flows, custom SSO portals for non-Salesforce users, and advanced 2FA security measures.

Publish and embed fully responsive web forms for Salesforce directly into web pages, surveys, or any document.

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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.