Customer feedback that stays tied to Salesforce.
CSAT and NPS data is most valuable when it remains connected to the records it affects. A controlled feedback workflow keeps ownership clear, preserves context, and supports reliable reporting without manual reconciliation.
Feedback program priorities
Feedback workflows should keep data consistent, permissioned, and easy to act on across teams.
Context and source info
Tie responses to cases, accounts, or programs for accurate reporting.
Ownership clarity
Route responses to the right team with clear follow-up accountability.
Consistent fields
Standardize score storage to avoid reporting drift over time.
Common feedback workflows
These feedback programs benefit from reliable mapping and ownership.
Post-case CSAT
Connect scores to case records to drive follow-up and reporting.
NPS by segment
Store scores with consistent fields to support longitudinal analysis.
Program satisfaction
Keep feedback tied to program records for clear outcome tracking.
Recommended guides
Salesforce Survey Tool Guide
Salesforce Data Collection Best Practices
Native Salesforce Forms
Product that supports feedback workflows
BreezyBit Form & Survey BuilderStart fast
If you're standardizing customer feedback in Salesforce, start with a quick walkthrough or the guides to see what fits your org.
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