Launch Solutions with Salesforce Surveys Advanced Features

Emily Anderson

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

Updated: Sep 27th, 2023

Professional researchers tend to already have extensive knowledge when it comes to building, designing, and distributing surveys. If you already grasp advanced data analysis and survey methodologies, then you might be looking for information on how to maximize your custom surveys to their fullest potential. We get you! So, if you want to know more about the advanced features provided by Salesforce Survey, join us below to see if these tools can truly help you conduct research better.

Salesforce Surveys and Feedback Management

Being an advanced researcher, you probably already know that Salesforce is a hugely successful customer relationship management (CRM) platform. They offer subscribers a host of tools and features to assist in all customer relationship strategies, like surveys, for example.

With regards to surveys, Salesforce offers two features to help you create, design, and distribute them. These features are Surveys and Feedback Management, and you can use them to also gather responses from the people who take your surveys. Working from end to end in the research process, Salesforce can also help you organize, analyze, and work with your survey data.

So let’s dive deeper into the functionalities of Salesforce Surveys and Feedback Management to touch on what they can offer your data collection tools:

1. Sign up for Creating Surveys

When you use Surveys or Feedback Management to create your surveys, you can do it fast! With the simple drag-and-drop interface in the survey builder, you can create custom surveys quickly so that you can spend more time choosing the correct, engaging questions with a survey flow that makes logical sense and will provide you with the most relevant answers to assist your research.

Now that you can simply drag and drop the components you need to create a survey, you can easily add multiple-choice questions, rating scales, or even text fields without the need to spend hours figuring out how to configure or format them.

2. You will Love the Distribution Options

Salesforce provides you with many distribution methods to get your surveys delivered to your target audience that resides on different communication channels or media platforms. Some options that you could consider for your surveys could be emailing your survey or embedding a link on your webpage that directs to your survey or even a Salesforce community portal. If you don’t want to distribute your survey to such a broad group of people, you also have the option to send it to specific customers or segments.

3. Collect Data Fast

As a researcher or anyone that needs to work with data, you know how important it is to have up-to-date data at your fingertips when you need it. You will be happy to know that survey responses are submitted to Salesforce as survey takers complete them. Now you can have accurate data, like customer feedback, ratings, opinions, or comments, ready to analyze that could completely change your research outcomes in the nick of time.

These are only 3 advanced features that we have listed here in this article, but there are many more advanced capabilities from Surveys and Feedback Management in Salesforce. Drop us a question in one of our social media channels below if you have a specific feature in mind. Salesforce is constantly evolving, and there might be new capabilities on offer at the time of reading this article. We would love to help you solve your survey or data collection workflow processes in Salesforce, so feel free to chat with us at any time.

Surveys in Salesforce Lightning

To start creating your surveys in Salesforce Lightning is pretty simple, but are you following all the relevant steps needed to build an exclusive survey that collects relevant data?

Pre-Requisites for Creating Salesforce Surveys

Check out this Step-by-step Guide for a Salesforce Survey Setup

As you probably know, survey responses in Salesforce are analyzed and can create actions in relation to these actual responses. For example, if a survey taker responds to your slider question with a rating between 2-5, then a task could be automatically created and added to a queue for you to address.

It’s also important to note, while we are discussing Slider question types, that if you have more than one of these in your survey, you will end up with separate tasks created related to each question, of course. Although, for your convenience, these tasks will be added to one queue.

Salesforce Surveys Limitations

Salesforce Surveys is not perfect, like anything in life. Of course, there will be a few limitations to the software. However, having a grasp of what Salesforce cannot achieve can help you take the lead by making research plans ahead of time that cater to any unforeseen risks.

Let’s take a look at a few limitations of Salesforce Surveys:

First, it’s important to remember that Salesforce is a CRM platform that specializes in a range of solutions to manage your customer data. For this reason, it’s wise to realize that Salesforce Surveys might not be able to provide your business with the advanced features that other dedicated survey builders can offer.

Additionally, just like limited features, Salesforce Surveys also has limited customization options. This means your surveys will be constrained by the design and layout options that Salesforce provides. If you need a highly-branded, custom-themed survey that needs to match an art direction, then you might run into some technical issues.

Moving along from what your survey might look like, the purpose of your survey might face some issues. Salesforce Surveys, a premium product but not a dedicated survey tool, might not have complex or as many question types as other survey builders on the market provide. A constraint on your question types means that your surveys might not be able to engage your target audience to submit responses that are needed for your important studies.

However, Salesforce is still a powerful platform that transforms your business with a variety of features to manage customer data. If you are looking to extend your Salesforce digital experiences, remember to contact us, we have plenty

FAQ

Before we say goodbye, we thought we would leave you with some popular questions that pop up around the Titan headquarters. Let us know if you can relate to any of these or if you have a specific question that we can help with.

Does Salesforce have survey capabilities?

Yes indeed! You can find the Surveys feature from Salesforce in Enterprise, Unlimited, and Performance editions.

What are the benefits of Survey in Salesforce?

There are so many, but the best benefit is consolidating a 360° view of your customer data in a single platform.

What is the limitation of surveys in Salesforce?

In Salesforce, you are limited to a maximum of 300 survey responses.

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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.