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.
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Frequently Asked Questions
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How does SurveyVista integrate with Salesforce?
As a 100% native Salesforce app, SurveyVista stores and processes all feedback data within your Salesforce org—ensuring secure, real-time mapping of responses to contacts, leads, cases, or any custom object, without relying on external APIs.
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Can I customize the survey appearance to match my brand?
Absolutely! SurveyVista offers complete white-label customization. Adjust colors, fonts, logos, and layouts to create on-brand survey experiences that maintain consistency with your marketing materials.
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How does SurveyVista help improve our Net Promoter Score?
SurveyVista provides real-time NPS tracking, automated follow-up workflows for detractors, and sentiment analysis to identify improvement opportunities. The platform also includes benchmarking tools to compare performance against industry standards.
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Is it possible to trigger surveys based on Salesforce events?
Yes! SurveyVista can automatically send surveys based on Salesforce triggers like closed opportunities, case resolutions, or custom milestones. This ensures timely feedback collection at critical moments in the customer journey.
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What reporting capabilities does SurveyVista offer?
SurveyVista delivers comprehensive analytics dashboards with response trends, sentiment analysis, and demographic breakdowns. All reports can be viewed within the platform or directly in your Salesforce environment for seamless data access.
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How long does implementation typically take?
Most marketing teams have SurveyVista fully operational within 1-3 days. The guided setup process includes Salesforce field mapping, survey template configuration, and workflow automation. No developer resources required for standard implementations.