Salesforce Survey Builder Integration
Seamlessly build Salesforce-integrated surveys that boost NPS and turn customer feedback into actionable insights.
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Seamless Salesforce Integration
Instantly sync survey data with your Salesforce CRM for real-time customer insights and action.
NPS Score Dashboard
Track, analyze, and improve your Net Promoter Score with intuitive visualization tools and trend reports.
Smart Response Routing
Automatically assign negative feedback to appropriate team members for immediate resolution and follow-up.
Custom Survey Templates
Deploy professionally designed, branded surveys in minutes with our drag-and-drop builder and template library.
Step 1
Build Professional Surveys in Minutes
Create branded, Salesforce-integrated surveys without coding. Our drag-and-drop builder and template library let you launch sophisticated feedback campaigns that feed directly into your CRM.
Step 2
Automatically Sync with Salesforce
Your surveys connect seamlessly to your Salesforce CRM, turning customer feedback into organized, actionable data that's instantly available where your team already works.
Step 3
Monitor and Visualize Performance
Track NPS scores in real-time, visualize trends over time, and get comprehensive dashboards that show exactly how customer sentiment is evolving across your business.
Step 4
Route and Act on Insights
Automatically route negative responses to the right team members for immediate follow-up, while transforming all feedback into measurable business improvements through intelligent data routing.
100% Native Salesforce Surveys, Forms, and Assessments - Seamless Data Collection with AI-Powered Insights to Drive Better Results
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Frequently Asked Questions
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Can I trigger surveys automatically based on Salesforce events?
Yes. Surveys can launch automatically from Salesforce workflows, such as after a closed case or completed purchase, ensuring feedback is collected at the right moment.
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Will survey responses update existing Salesforce records?
SurveyVista maps responses directly to Salesforce fields. Responses can update contact records, custom objects, or any mapped field, keeping your CRM data fresh and actionable.
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Do I need any technical skills to build and send surveys?
No coding or technical expertise is needed. SurveyVista’s drag-and-drop builder lets marketers create, customize, and distribute surveys directly from Salesforce.