Gather Valuable Insights with the Salesforce Survey Builder

Jessica B.

Seasoned technical writer giving you top Salesforce Tips.

Updated: Dec 20th, 2023

What is a Salesforce Survey?

Surveys are a widely used beneficial tool that collects opinions, feedback, information, and data from a group of people. Want to know what someone is thinking? Take the guesswork out and use a survey to simply ask them. Using the valuable Salesforce Survey builder you can create and distribute surveys to your organization’s stakeholders to get the data you need. Any data collected will be captured in Salesforce automatically, meaning no manual punching in of data.

You’ve got the answers but it’s all looking like Greek to you? Salesforce offers analysis tools to break down the survey data into useful information that you can use to make informed decisions to improve your business processes, products, and services.

Not sure where to start? Here are some things to consider when creating a survey:

Objectives: Make sure you clearly outline what information you are looking for and you ask the right questions to gather that data.

Question Design: Ask clear and concise questions to avoid confusion. Ensure the questions do not contain bias to lead the audience. We are looking for the cold hard facts only.

Target Audience: Identify who you want to send the survey to. This includes understanding characteristics, demographics, and preferences to ensure your survey is tailored to them.

Survey Length: No one wants to be stuck taking an hour-long survey. Ensure your survey doesn’t feel like a chore by keeping it short and simple.

Mobile Responsive Design: Ensure that respondents can engage with your survey when they are on the go by designing mobile-friendly survey forms.

Follow-Up and Thank You: After you’ve gathered survey feedback, consider sending a follow-up or thank you message. This encourages stakeholders to continue to engage with your organization.

Benefits of Survey Builders in Salesforce

Want to create a survey but not sure if it’s even beneficial to your company? Your surveys using a Salesforce survey builder are less about asking a random group of people their opinion and more about engaging and building a relationship with employees, customers, stakeholders, and partners. By using feedback to make informed decisions to improve your organization you can build a loyal customer base, ensuring your long-term success.

Using Salesforce Surveys

Now that you know what Surveys using the Salesforce survey builder is, here are some key aspects of this powerful tool:

Creation with the Salesforce survey builder: Create your own surveys using a variety of question types, open, closed, multiple choice, rating scales, and more. Customize the survey to match your organization’s brand.

Distribution: Offering a number of distribution channels you can be assured your survey will reach your target audience. Use web links, embed the survey on websites, send via email, or share on social media.

Automation: Integrate your surveys with your existing Salesforce workflows and automation. From distribution automation to follow-ups you can ensure that each customer is taken care of.

Integration: A bonus of using the Salesforce survey builder is a smooth integration with other Salesforce data and tools.

Analytics and Reporting: Survey data can be analyzed and displayed in an easy-to-understand visual way. Gain insight into trends, preferences, and experiences by creating dashboards.

Device Responsiveness: Make sure your surveys can be answered at any time on any device by creating mobile-responsive content.

Compliance and Security: Data security is vital when it comes to protecting valuable information. Salesforce provides strict data security measures to ensure private information is protected.

Templates: Stuck and don’t know where to start? Make use of the variety of survey templates on offer in the Salesforce survey builder that provide a great starting point.

Third-Party Integrations: Sure the Salesforce survey builder offers powerful tools but you have the option to use a third-party app to ensure you can create the surveys of your dreams. That is if you dream of surveys.

Always keep your organization’s needs in mind. Choosing the wrong tool to distribute your surveys could make the entire process cumbersome and costly. Make sure you always weigh up the pros and cons of each tool before making a decision.

Looking for Salesforce Survey Tools?

Salesforce Surveys is a native tool within the Salesforce Platform and is used to create and distribute surveys. While this tool offers a variety of benefits when collecting feedback from stakeholders for every pro there is a con. Some drawbacks of this tool to keep in mind are; limited question types, sparse advanced features, customization restrictions, and a learning curve to understand how to use the survey tool effectively.

On the market for a fully integrated third-party app that’s easy to use and fully customizable? Titan offers full integration with Salesforce. You can design dynamic, responsive Salesforce-integrated surveys with Titan’s simple drag-and-drop survey builder, which means no coding knowledge is required and no long learning curve before you are up and running with your surveys. Bi-directional surveys give you the ability to push and pull data to and from your team’s Salesforce in real-time.

Titan supports custom conditional logic for Salesforce survey flows. This means you can fully personalize the survey journey for each and every respondent. Survey takers get to skip boring and irrelevant questions, drop-out rates are cut, and your market segmentation gets a whole lot easier.

Titan also offers a fully integrated analytics tool in Salesforce to ensure you get the most out of your survey data.

Although we think Titan Survey is the most powerful data collection tool, we’ve compiled a list of some other survey platforms for you to peruse:

SurveyMonkey: We are sure you have heard of this one before. This easy-to-use platform allows you to create surveys and analyze the responses.

SurveyGizmo: Use this tool to create custom surveys and get the most out of collected survey data with its impressive reporting and analytics

Google Forms: Looking for something simple, reliable, and more importantly free? Google Forms will be your go-to for creating simple surveys.

Qualtrics: If Salesforce data and research are your company’s bread and butter then this tool will be your go-to; offering advanced features and extensive analysis tools.

Typeform: User-friendly and a breeze to work in, this platform is useful for creating engaging customer surveys.

FAQ

What is Survey Builder in Salesforce?

Surveys are used to collect data and feedback from users and customers by using a straightforward editor. The data collected is stored inside your organization. Using Salesforce you can view the collected survey data, and create reports and dashboards to share with your company.

Does Salesforce offer a survey tool?

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.

How do I send a survey using Process Builder in Salesforce?

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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.