Complete Guide to Salesforce Surveys & Forms

Discover how Salesforce Surveys can unlock the power of customer feedback. This tool is available in the Enterprise, Performance, and Unlimited editions of Salesforce. It helps you create, distribute, and analyze surveys that boost your business.

Key Takeaways

• Salesforce Surveys make it easy to create different types of surveys. You can gather feedback on customer satisfaction, net promoter score, employee engagement, and product feedback.
• The tool lets you customize surveys to fit your brand’s style. This ensures your surveys look professional and consistent.
• Exporting survey results to Excel or other spreadsheets is simple. This makes it easy to dive deep into the data.
• Salesforce Surveys follow strict security and privacy rules. This means your data is safe and handled correctly.
• Using Salesforce Surveys can improve customer experience and streamline your processes. It gives you real-time insights into how customers interact with your brand.

Understanding Salesforce Surveys: Features and Capabilities

Salesforce’s survey builder tools make creating surveys easy. You can use salesforce survey tools to build surveys with different question types. This includes like/dislike, picklist, and more. You can also add conditional logic to make surveys change based on feedback.

Branding and Customization Options

Make your surveys match your company’s look by changing fonts, colors, and more. Salesforce Surveys lets you share surveys in many ways. You can send them via email, social media, or embed them on your website.

Survey Types and Question Formats

Use survey analytics to make surveys that fit your business. Salesforce Surveys has many question types. This helps you get important insights from your customers and stakeholders.

Native Survey Builder Tools and Interface

The Salesforce Survey Builder is easy to use. It lets you make surveys that really get what your audience thinks. With features like conditional logic and responsive design, your surveys will work well and give you useful data.

Salesforce Surveys work well with other Salesforce tools. This means you can link survey answers to customer data, cases, and opportunities. The platform also has great reporting tools. You can see and understand your survey data with detailed reports, dashboards, and charts.

Implementation and Distribution of Salesforce Surveys

Setting up Salesforce surveys is easy. First, you need to turn on surveys in your Salesforce settings. Then, use the Survey Builder to make your own surveys. You can add questions and make the layout look like your brand.

There are many ways to share your Salesforce surveys. You can send a link or QR code through chat, social media, or email. Or, you can send surveys right from Salesforce. You can even add questions or links in emails.

One great thing about Salesforce surveys is automating invitations. You can set up surveys to send out based on certain actions in Salesforce. This makes sure customers get feedback requests when they need it most.

Salesforce makes it simple to collect and look at survey answers. All data stays in your Salesforce account. You can use reports and dashboards to understand what customers think and feel. Plus, you can take action based on what they say, like responding right away.

Looking to get feedback on products, satisfaction, or other important things? Salesforce surveys are a great tool. They help you understand your customers better and grow your business.

Conclusion

Salesforce Surveys is a top choice for businesses to collect and use customer feedback. It works well with Salesforce, making it easy to manage and use data. It has customizable surveys, automation, and strong analytics.

With Salesforce Surveys, companies can track how happy customers are. They can find out what needs to get better. This helps them make choices based on real data to improve customer service.

Looking to get feedback on new items or check how well your service is? Salesforce Surveys has what you need. It fits right into the Salesforce system, helping businesses focus more on their customers. This way, they can keep up with changing market demands.

FAQ

What is Salesforce Surveys and what are its key features?

Salesforce Surveys is a tool in the Salesforce platform. It’s available in Enterprise, Performance, and Unlimited editions. It lets you create different types of surveys easily.

You can make surveys for customer satisfaction, net promoter score, employee engagement, and product feedback. You can also customize the look to match your brand. Plus, surveys can be set to send out automatically when certain conditions are met.

After you’ve collected the data, you can export it to Excel or other spreadsheet apps. This makes it easy to analyze further.

What are the capabilities of the Salesforce Survey Builder?

The Salesforce Survey Builder is easy to use. It lets you create surveys with many question types, like like or dislike and picklist. You can also add logic to questions based on user feedback.

Surveys can be made to look like your company’s brand. You can choose fonts, colors, and more. You can share surveys via email, social media, or embed them on your website.

How does Salesforce Surveys integrate with the Salesforce ecosystem?

Salesforce Surveys works well with other Salesforce tools. It connects survey responses with customer records, cases, and opportunities. This makes it easy to see how feedback relates to your customers.

The tool also has reporting features. You can use reports, dashboards, and charts to analyze survey data.

What are the steps to implement Salesforce Surveys?

To start using Salesforce Surveys, you need to follow a few steps. First, enable surveys in your Salesforce settings. Then, create a survey using the Survey Builder.

Add questions and customize the layout to fit your needs. You can also choose how your survey looks by adjusting branding options. Once ready, activate the survey.

For sharing, Salesforce offers several ways. You can generate a link or QR code to share via chat or social media. Or, send surveys via email with questions or links embedded.

How can businesses leverage Salesforce Surveys for their customer experience strategies?

Salesforce Surveys is a great tool for businesses to get and use customer feedback. It works well with the Salesforce ecosystem, making data management easy. You can customize surveys, share them in many ways, and get detailed analytics.

By using Salesforce Surveys, businesses can track how happy customers are. They can then improve their products and services. This helps make better decisions based on data, enhancing the customer experience.