Salesforce Survey Component
The Salesforce Survey component is a Lightning component that can be used to embed surveys into your website. Surveys are a great tool to measure customer feedback on your services and/or products by asking targeted questions. You can use different question types to gauge your customers’ thoughts, opinions, and feelings. Some examples are as follows:
There are several online options to create surveys, or you can use the Salesforce Survey functionality. The Salesforce Survey tool enables you to create and customize surveys with your unique business branding. You can embed the survey on Salesforce pages, generate a link or QR code to send using different social media routes, or embed the survey in a website. The Survey component lets you track the survey responses, which you can export to a spreadsheet.
Please note that the standard Salesforce Survey has a limit of 300 responses. If you need more, you have to invest in one of the Salesforce Feedback Management editions. For $300, you can purchase the Survey Response Pack, with which you can get 1 000 responses. Not enough? You can get 100 000 responses together with post-chat surveys, merge fields, data mapper, and customer lifecycle analytics in the Feedback Management – Starter edition for $12 000 per month. Still not enough? For $42 000 per month, you can get the same functionalities as mentioned before, as well as customer lifecycle maps in the Feedback Management – Growth edition.
Which Salesforce survey objects are needed?
There are three Salesforce objects used for surveys:
Besides these three items, there are other Salesforce objects that you can utilize to store survey data, like the Contact, Account, or Opportunity objects. For instance, you can save the survey taker’s name and email in the Contact object or record the product they were interested in the Opportunity object. Your choice of objects will depend on your individual needs and criteria.
Enable Surveys in Salesforce
Before you can use the survey builder in Salesforce, you have to enable surveys and select a Salesforce Survey community.
Now you can create a survey in Salesforce.
Use the Salesforce Survey builder
You can easily create surveys using the survey builder in Salesforce.
Do Salesforce survey reporting
There are various methods available to report on Salesforce surveys.
The Analyze tab in the Survey Builder gives you a visual representation of survey responses, showing the number of responses for each question and the distribution of responses for each answer. You can also create a custom report to view specific survey data, such as the average satisfaction score for each product or service. Additionally, you can export the survey data to a spreadsheet for more advanced analysis, such as calculating statistical measures.
The appropriate method for Salesforce survey reporting will depend on your specific needs and requirements.
The Salesforce Survey Alternative
Salesforce offers integration capabilities with various survey tools, such as Survey Monkey, Qualtrics, or Titan Survey.
If you are looking for a powerful survey tool that integrates with Salesforce, you don’t need to look any further than Titan Survey! Titan Survey comes with pre-configured mapping, meaning all survey data is already mapped to Salesforce for you.
With Titan Survey, you to create, automate, and track custom email, hybrid, and web surveys using a drag-and-drop survey builder.
Not only is it an affordable option compared to other survey tools, it can easily adapt to meet your needs as your business grows.
So if you’re in the market for an affordable, customizable survey tool that integrates with Salesforce, look no further than Titan Survey!
We hope to see you soon!
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.