Salesforce Survey | Object Guide
Masterful Salesforce Scribe with an eye for detail
What are objects in Salesforce?
You can think of Salesforce objects as building blocks for managing information, like a person, company, opportunity, or whatever else you need to keep track of. These objects are helpful for storing and managing data in the Salesforce system, and they are the basis for configuring all kinds of business processes, automation, and user interfaces.
Objects in Salesforce serve as the foundation for building the user interface, defining business processes, implementing automation, creating reports and dashboards, and facilitating collaboration. They provide a structured way to organize and interact with data, making Salesforce a powerful tool for managing various aspects of a business.
Objects in Salesforce are split into two types: standard objects and custom objects.
What are standard objects in Salesforce?
Standard objects are part and parcel of the Salesforce package, with standard fields and features that help with common business processes. These objects include Accounts (for companies), Contacts (for individuals associated with the Accounts), Leads (for potential sales opportunities), Opportunities (for possible sales or deals), Cases (for customer service inquiries), Products (for items that your organization sells), Events (for scheduled activities or meetings), and Tasks (for to-do items or actions).
What are custom objects in Salesforce?
Custom objects are different because they are tailored by Salesforce administrators to capture and manage data that is specific to a particular organization’s needs and processes. Custom objects can be modified with fields, relationships, and behaviors to suit an organization’s unique needs. Some examples of custom objects might be a Salesforce survey (for gathering feedback from customers), Projects (for keeping track of project details and progress), Donations (for recording donations and donor information), Properties (for managing real estate properties), and Patients (for tracking patient information in healthcare settings).
Every object is made up of fields. These fields are individual pieces of data associated with that object. Fields can hold different types of information, including text, numbers, dates, picklists, checkboxes, and more.
Use Salesforce custom objects to create surveys
You can use Salesforce Object Manager within the Salesforce Setup menu to create custom objects for surveys. Create a survey as follows:
Make sure that the question records are associated with the respective Salesforce survey object using lookup relationships.
Instead of creating a custom object for the responses, you could use the Salesforce Case object. This object is primarily designed for tracking and managing customer inquiries, issues, and service requests, but it can also be used together with Salesforce surveys to hold user responses.
Use the standard Salesforce Contact object for surveys
The Contact object in Salesforce is a standard object in the Salesforce platform and is used to manage the records of individuals, including customers, clients, prospects, and other person-related details. It is a core component of customer relationship management (CRM).
When it comes to a custom survey, the Salesforce Contact object can be used to capture and store survey data related to participants and their responses.
You can use Contact fields to save participant information such as name, email address, phone number, company, and other relevant data. If you store survey responses directly in Salesforce, you can create custom fields on the Contact object to keep the responses.
When you’re distributing surveys through your website, you can leverage the Web-to-Lead or Web-to-Contact feature to automatically create Contact records for respondents. This feature converts form submissions on your website into Contact records in Salesforce.
You can use the Contact records to send survey invitations or reminders through email campaigns or other communication channels. Salesforce’s marketing automation tools can help manage and track these communications.
After receiving survey responses, you can analyze the data stored in the Contact records to understand participant demographics, preferences, and feedback. You can easily use this data to tailor marketing efforts or improve customer experiences.
Create reports and dashboards in Salesforce to visualize survey response data, trends, and insights related to your Contacts.
Leverage Salesforce’s automation tools, such as workflows, process builder, and triggers to automate actions based on survey responses, such as sending follow-up emails or assigning tasks.
If you’re using external survey tools, such as Titan Survey, you can integrate them with Salesforce to sync participant data and survey responses to Contact records.
What other ways are there to store survey data?
Salesforce survey data can be stored in custom objects or the Contacts standard objects. Responses can also be stored as follows:
Measure customer satisfaction, gather feedback, and conduct market research using Titan’s no-code survey tool for Salesforce.
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