What is Surveys in Salesforce and How to Create Salesforce Surveys

Author

mirketa

March 27, 2020

Introduction

Initially introduced in the Spring ’18 release, Salesforce Surveys provide a simple yet powerful way to collect feedback and data using an easy-to-use editor. All survey data collected is securely stored within your Salesforce org. For organizations seeking a seamless way to map responses directly into both standard and custom objects, Salesforce Surveys offer an ideal solution.

With the power of Salesforce admin services, setting up and managing surveys has become even easier. Admins can automate survey distribution using actions in the Lightning Process Builder, enhancing survey workflows as part of larger Salesforce app development strategies.

Salesforce Surveys allow follow-up interactions, customizable questions, and branding options, offering flexibility to suit diverse business needs. They can be sent through transactional emails or shared as public links. As part of comprehensive Salesforce support services, surveys help companies gather actionable feedback from customers.

This blog explores why Salesforce Surveys are a valuable addition to the platform and how they integrate seamlessly with Salesforce consulting services and Salesforce CRM consulting.

Salesforce professionals and Salesforce consulting partners often recommend surveys to gather customer insights, streamline operations, and measure internal performance. You can view real-time survey data, create detailed reports, and generate dashboards—helping visualize trends and improve decision-making through tools like Salesforce Analytics Cloud.

Benefits of Salesforce Surveys:

Run “Post-Purchase” surveys to evaluate customer experiences and identify areas of improvement.
Discover expectations for new products and services.
Identify new opportunities for business growth.
Collect feedback on your support or sales team performance.
Include file upload fields to gather images or documents from respondents.
Centralize customer feedback within your Salesforce CRM.
Generate analytics to uncover response trends and question relationships.

Salesforce implementation companies and Salesforce consulting companies often incorporate surveys into broader strategies to enhance the effectiveness of Salesforce services. Let’s walk through the steps to create a survey.

Steps to Create a Salesforce Survey:

1. Enable Surveys in Your Org:

Go to Settings -> Feature Settings -> Survey -> Survey Settings, and enable the feature.

2. Create a Survey:

Navigate to the “Survey” tab via the App Launcher. Each survey consists of three primary pages:

Welcome Page: Provide an introduction to your survey.
Question Page: Add various question types (Date, Multiple Choice, Picklist, Radio, Rating).
Thank You Page: Conclude your survey and thank participants.

Click “New” to open the survey builder. Add and edit pages, insert questions using “Add Question,” and personalize the layout. Once finalized, activate the survey.

3. Send the Survey:

The “Send” functionality lets you distribute surveys to internal or external users via email or public link. Salesforce professionals or your Salesforce partner company can assist with setting up branded email templates.

4. Analyze Results:

Once responses are received, access the “Analyze” tab in the Survey Builder. Each question type generates a corresponding chart. The results are grouped by survey page, enabling easy comparison and review.

Thanks to mobile-friendly enhancements, respondents can participate on any device. Salesforce managed services can also monitor and maintain the survey lifecycle, ensuring accuracy and relevance.

With increased character limits for questions and answers and enhanced customization options, surveys now play a strategic role in Salesforce CRM consulting services. Whether you work with a Salesforce implementation company or manage surveys through your in-house Salesforce professionals, this tool enhances customer engagement and provides data-backed insights to drive business success.

Whether you’re leveraging Salesforce admin services, Salesforce analytics cloud, or Salesforce consulting firms in the USA, Salesforce Surveys are a dynamic feature that enables feedback collection, analysis, and reporting—without ever leaving your CRM ecosystem.