Salesforce Survey Implementation Guide
You can create and distribute surveys through Salesforce Survey – a native tool in the Salesforce platform. Surveys are a cool and effective way to gather feedback from customers, partners, employees, or other stakeholders.
The survey tool in Salesforce has an easy-to-use interface that lets you add various question types. You can add conditional logic to configure different questions based on a user’s feedback. You can customize surveys to be consistent with your branding regarding fonts, colors, and other visual elements. Surveys can be emailed, sent via social media, embedded in websites, or with other communication channels. It is possible to automatically send survey invitations based on specific triggers in your Salesforce instance. The responses are recorded in Salesforce. This gives you a central location from where to do analysis and reporting. Salesforce Surveys offers reporting tools with which you can visualize and analyze the survey data. You can create reports, dashboards, and charts to gain insights into the collected feedback. Salesforce Surveys can be integrated with other Salesforce objects and records. This means you can correlate Salesforce survey responses with customer records, cases, opportunities, and more. You can automate Salesforce actions based on survey responses using workflows, the process builder, or Apex triggers. For example, you could automatically create a case if a respondent reports an issue in a survey. Because Salesforce Surveys adhere to Salesforce’s security and privacy standards, you can rest assured that respondents’ data is handled securely and compliantly.
Salesforce Surveys are available in Enterprise, Performance, and Unlimited editions.
You can create different types of surveys, such as customer satisfaction surveys, employee engagement surveys, and product feedback surveys. With Salesforce Surveys, you can customize the styles and appearance of your surveys to match your branding. It lets you set up triggers to send surveys automatically to users based on certain criteria, such as after a purchase or after a service call. You can export the results of your surveys to Excel or other spreadsheet applications for further analysis.
How to Use Salesforce Native Survey Tool
In the following steps, we will show you how to create a survey in Salesforce:
Enable surveys | survey implementation
Create a survey
Send the survey
Analyze survey responses
As soon as participants start completing the survey, responses will be stored. You can view the data by clicking the Analyze radio button. You will also find the Survey Metrics and Response Dashboard on this page.
How long does a Salesforce Survey implementation take?
The longer your Salesforce survey is and the more conditional logic you add, the longer it will take to implement. This Salesforce implementation guide will help you with the basic steps to configure a survey. There are several Salesforce implementation guides available to assist you with more complex configurations.
Titan Survey as an Alternative to Salesforce Surveys
Titan Survey is a powerful survey tool that integrates with Salesforce. It helps you to create, send, and track any type of survey. Titan Survey offers a variety of features that make it a powerful tool for collecting feedback from your customers, employees, and other stakeholders.
Here are some of the key features of Titan Survey:
Here are some additional benefits of using Titan Survey on the Titan platform:
If you are looking for an affordable customizable survey tool that integrates with Salesforce, Titan Survey is a fantastic option.
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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.