Run Salesforce surveys, forms, assessments and customer feedback workflows without adding another external platform to maintain.
SurveyVista is a native Salesforce survey tool built by Salesforce architects. Create surveys, map responses to Salesforce records, automate follow-ups with Salesforce Flow and keep feedback data inside your Salesforce environment.
No middleware. No separate credentials. No ongoing data sync problems.
Salesforce admins already manage users, permissions, automation, data quality and business processes. Adding another external customer feedback tool often means introducing API credentials, field mapping, middleware, sync monitoring and another vendor to manage.
SurveyVista keeps Salesforce feedback management inside Salesforce, so your surveys and forms work with the tools your team already knows.
External feedback software often means connecting another system to Salesforce.
That can introduce API keys, custom integrations, field mapping, sync failures and additional troubleshooting whenever Salesforce or the external platform changes.
With SurveyVista, survey data remains connected directly to your Salesforce records.
Every external platform accessing Salesforce data may require additional security reviews, credentials and integration monitoring.
SurveyVista is available through Salesforce AppExchange and runs natively within Salesforce, helping reduce the operational overhead associated with external integrations.
A Salesforce integration may look simple during implementation but become harder to maintain as workflows grow.
SurveyVista eliminates unnecessary middleware and external syncing by allowing Salesforce admins to build feedback workflows directly around Salesforce objects, automation and permissions.
SurveyVista combines Salesforce surveys, forms and feedback management in one native solution, reducing the number of systems Salesforce admins need to configure and maintain.
Install SurveyVista from Salesforce AppExchange and configure it within Salesforce.
Build surveys and forms, connect responses with standard or custom Salesforce objects and manage everything without separate API keys, middleware or external credentials.
Survey responses are captured within Salesforce, helping eliminate delays caused by transferring customer feedback between multiple systems.
Your teams can work with feedback alongside customer records, cases, contacts and other Salesforce data.
SurveyVista works with familiar Salesforce functionality, including:
Your admins can manage surveys and customer feedback using skills they already have.
Because SurveyVista is native to Salesforce, there are no external survey databases or webhook integrations to continuously monitor.
Your team can spend less time troubleshooting integrations and more time improving Salesforce processes.
SurveyVista is built to work directly with the Salesforce ecosystem rather than operating as a disconnected survey platform.
SurveyVista gives teams one place to manage different types of feedback without moving customer data outside Salesforce.
Whether you need a simple Salesforce form, an NPS program, a CSAT survey or a more advanced customer feedback workflow, SurveyVista connects every response with the Salesforce data your teams already use.
Create and send surveys directly from Salesforce and connect responses with contacts, accounts, cases and other records.
Use surveys for customer satisfaction, onboarding, events, service interactions, employee feedback and more.
Build Salesforce forms for structured data collection without relying on an external form platform.
Responses can be mapped directly to Salesforce fields and objects, helping teams reduce manual data entry.
Run Net Promoter Score programs directly from Salesforce.
Capture NPS responses, connect scores with customer records and use Salesforce Flow to trigger follow-up actions based on promoter, passive or detractor responses.
Collect customer satisfaction feedback after support interactions, purchases, onboarding milestones or service events.
Use CSAT data alongside Salesforce CRM information to better understand customer experiences.
Bring survey responses, NPS, CSAT and other feedback into Salesforce so customer-facing teams can view feedback within the context of each customer relationship.
SurveyVista works with Salesforce Flow, allowing admins to automate survey distribution and actions without building complex external integrations. For example, you can automatically:
By combining Salesforce surveys with Salesforce Flow, admins can turn customer feedback into automated business processes instead of simply storing survey responses.
| Native SurveyVista | External Survey Software |
|---|---|
| ✓Runs inside Salesforce | ✕Runs on a separate platform |
| ✓Salesforce data stays connected | ✕Requires syncing data |
| ✓Works with Salesforce Flow | ✕May require external automation |
| ✓Uses Salesforce permissions | ✕Separate user permissions required |
| ✓Maps directly to Salesforce objects | ✕Requires integration mapping |
| ✓No middleware required | ✕Middleware may be needed |
| ✓Feedback available inside CRM | ✕Feedback may live outside Salesforce |
| ✓One Salesforce environment | ✕Multiple systems to manage |
Yes. Salesforce survey solutions allow businesses to collect customer or employee feedback and connect responses with CRM data. SurveyVista provides Salesforce-native surveys that can be mapped directly to standard and custom Salesforce objects.
A Salesforce survey tool allows teams to create, distribute and manage surveys alongside Salesforce CRM data. Native tools such as SurveyVista can connect survey responses directly with Salesforce records without relying on external data synchronization.
Yes. Salesforce forms can be used to collect structured information such as customer feedback, registrations, assessments and service requests. SurveyVista allows form responses to be connected directly with Salesforce objects and workflows.
Yes. Salesforce Flow can automate actions such as sending surveys after a case closes, triggering an NPS survey after a customer milestone or notifying account managers when negative feedback is received.
Yes. SurveyVista allows teams to run NPS surveys and connect scores with customer records in Salesforce. Salesforce Flow can then be used to trigger actions based on promoter, passive or detractor responses.
Salesforce feedback management involves collecting customer feedback, connecting it with CRM data and using that information to improve customer experiences and business processes. Feedback may include NPS, CSAT, surveys, forms and other customer responses.
A native Salesforce survey tool reduces the need for separate integrations, middleware and data synchronization. Survey responses can remain connected with Salesforce records, permissions and automation.
Run Salesforce surveys, forms, NPS and CSAT programs without adding another disconnected feedback platform.
SurveyVista helps Salesforce admins collect feedback, connect responses with CRM data and automate follow-up actions using Salesforce Flow — all within the Salesforce ecosystem.
SurveyVista helps Salesforce teams collect, manage and act on customer feedback without introducing unnecessary integration complexity.
I was evaluating 5 of the most well knowns apps for surveys fully integrated with salesforce, and we decided to go with survey vista. The tool is really easy to use, it has a modern user interface and is fully integrated with salesforce. The best was the support received from...
We were looking for a simple survey tool to measure our CSAT and NPS guest satisfaction. We saw different systems at very different pricing but clearly the SurveyVista tool was the one we needed: all the features we wanted but not too complicated to use and setup. And the price...
I was searching for a 100% native Salesforce surveying solution because I wanted any easier time getting through the security review of my department. Giving yet another company access to our CSAT and NPS surveys was not something I wanted to do and maintaining another cloud systems for surveys was...
We have been working in SFDC in combination with an external survey tool for many years, changing to SurveyVista which is embedded into SFDC directly has turned out to be much more user-friendly for all of our key users. The tool has a better look & feel than we used...
I am extremely impressed with the Survey Vista product and the services Ardira have provided and are continuing to provide. Highly functional product that has been configured to very specific requirements to support my design of Net Promoter System. There are so many use cases for Survey Vista, and with...
I would highly recommend SurveyVista to anyone looking for a top notch survey solution. SurveyVista had all of the features we needed plus additional advanced features that we could leverage if needed one day. The complete solution is native with Salesforce and very easy to use so we can quickly...
My organization was in need of something easy to configure, with flexibility in regards to survey overall settings & branding, lots of different question types and question-specific settings, question branching, field mapping to standard and custom objects, and hopefully entirely native to Salesforce and this app is capable of all...
I was looking for a survey that was native in Salesforce and had the same functionality as Salesforce Surveys but wouldn't break the bank. SurveyVista has definitely been that solution. It has everything my company needs including field mapping. The built-in survey metrics for each survey is a great overview...
I have tried and tested several different Survey/Feedback apps for a number of years, and I can honestly say that SurveyVista no only has the most comprehensive set of features and functionality you would wish to have in a Survey/Feedback app, but it also provides a powerful application for designing...
