Create surveys that keep feedback tied to Salesforce.
Survey data is only useful when it stays connected to the records it informs. When surveys are controlled in Salesforce, teams can preserve context, maintain permissions, and report consistently across programs without manual reconciliation.
Survey logic
Collect the right data while keeping fields consistent for reporting.
Automation-ready
Keep follow-up workflows tied to Salesforce records and ownership.
Branded experiences
Deliver a consistent experience without losing data accuracy.
Survey program priorities
Survey workflows should preserve context, consent, and reporting alignment. Consistent fields and routing prevent data drift as programs scale.
Context and source info
Tie responses to the right account, case, or program for reliable reporting.
Permission alignment
Keep access controlled by Salesforce roles and sharing rules.
Consistent fields
Standardize response fields to keep survey data comparable over time.
Common survey workflows
These survey programs benefit from clean mapping and reliable ownership.
Post-case feedback
Capture satisfaction data tied to case records for follow-up.
NPS and customer journey surveys
Store scores in consistent fields for longitudinal reporting.
Program and event feedback
Link responses to program records for accurate outcome tracking.
Recommended guides
Salesforce Survey Tool Guide
Salesforce Data Collection Best Practices
Native Salesforce Forms
Product that supports surveys
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