ABSYZ ABSYZ

  • Home

    Home

  • About us

    Who We Are

  • Our Expertise

    What we Do

  • Our Approach

    How We Do It

  • Products

    What We Made

  • Industries

    Who We Do It For

  • Clients

    Whom We Did It For.

  • Article & Blogs

    What Experts Think

  • Careers

    Join The Team

  • Get In Touch

    Let’s Get Started

ABSYZ

Salesforce Surveys: Then and Now

Home / Article & Blogs / Salesforce / Survey / Salesforce Surveys: Then and Now
By Aman Kumar Jha inSurvey
Salesforce Intergration partners
A comparative analysis highlighting the Survey features

In the world of customer relationship management, there is great importance of collecting feedback from customers. It helps an organization understand what affects customer satisfaction and experience. Moreover, it helps in taking continuous proactive measures for ensuring better quality of service.

Still, confused? Let me explain.

  • Salesforce survey enables you to create excellent surveys to gather feedback from your customers or internal users.
  • It is an intuitive, customizable, and natively built tool that provides different types of questions that help gather responses suiting an organization’s KPIs needs. It is effortless to generate survey invitation links that can be shared with internal users and external users via mail. A website can host a survey where users can participate and submit their responses.

 Evolution of salesforce survey:

  • In August 2010, Survey Force was the first application that was made available on AppExchange. It was very basic and had only three types of questions that one could have used to create surveys and was an unmanaged app. Due to security issues, one could use it at his/her own risk.
  • Finally, In the Spring ‘18 release, Salesforce launched its own and native product called ‘Salesforce Surveys.’ Initially, it was a no-code solution with minimal design and questions available in a builder.
  • However, In the Summer ‘20 release, Salesforce Surveys were packaged into a new product called ‘Salesforce Feedback Management’, which brought multiple functionalities to enhance survey response field mapping, providing more context in survey emails and increased the type of questions.
  • Recently, In the summer ‘21 release, Salesforce added two more functionalities. A feature was, now a user can send survey invitations to many participants at a time to collect feedback. It helps with boosting response rates..

A comparative analysis highlighting the Survey features                                              [pic credit : salesforce.com]

  • Another feature was, participants can upload required details as attachments which helps collecting information about profile updates, such as an address change, or allow customers to upload receipts, in support of warranty claims. File should be in format such as Document, PDF, Spreadsheet, or Graphic.

A comparative analysis highlighting the Survey featuresA comparative analysis highlighting the Survey features                                               [pic credit: salesforce.com]

Why is it making so much noise?

  • It provides you with the functionalities of creating and designing surveys using a wide range of questions, and you can also change the look and feel of a template based on your brand.
  • It is straightforward to analyze responses that are getting stored in salesforce org, and one can easily create custom Reports and Dashboards to enhance productivity.
  • There is no additional CRM integration required, and it saves costs.
  • Surveys can be easily translated into multiple languages to capture different types of participants.
  • Distribution is elementary, and using mass send API, one can send surveys to an extensive list of users, contacts, or leads without having to input an email list into a survey builder.

Scope of further improvements:

  • Salesforce should bring functionality to provide email tracking and debugging as we can’t check whether an email is successfully sent or not.
  • Salesforce Survey does not provide any outbound Integration directly. If we have to do any Integration then it should be done for the Survey object like we do for Account and Contact.
  • Automation features that could support standard Survey schema to be integrated with Custom objects without much customization can prove to be a value add.
CRMFeedback FormsNative AppsSalesforce Surveys
221
Like this post
2 Posts
Aman Kumar Jha

Search Posts

Archives

Categories

Recent posts

BioAsia 2023 in Hyderabad: An Annual International Event

BioAsia 2023 in Hyderabad: An Annual International Event

The Role Of Marketing in Small & Medium Enterprises

The Role Of Marketing in Small & Medium Enterprises

Salesforce For Retail: How Salesforce CRM Can Help Retailers

Salesforce For Retail: How Salesforce CRM Can Help Retailers

What is ChatGPT & How Does It Work?

What is ChatGPT & How Does It Work?

What Is Graphic Design? (Executive Summary 2023)

What Is Graphic Design? (Executive Summary 2023)

  • HOW THE TALENTS ARE TRAINED AT ABSYZ
    Previous PostHOW THE TALENTS ARE TRAINED AT ABSYZ
  • Next PostGuide to quickly implement Salesforce Surveys
    HOW THE TALENTS ARE TRAINED AT ABSYZ

Related Posts

Guide to quickly implement Salesforce Surveys
Survey

Guide to quickly implement Salesforce Surveys

2 Comments

  1. Suchita Juneja
    Reply
    22 September 2022

    Hello, Is it compulsory to enable community if I need to send it to internal user with the case number I can create the custom email template to add the case number but how to generate the survey invitation

    Reply
    • Aman Kumar Jha
      Reply
      31 October 2022

      Hi Suchita, sorry for the delayed response. Community is not required if you want to send the survey to internal users and survey invitation can be automated using Flows or process builder. For more details, please check here GUIDE TO QUICKLY IMPLEMENT SALESFORCE SURVEYS

      Reply

Leave a Reply (Cancel reply)

Your email address will not be published. Required fields are marked *

*
*

ABSYZ Logo

INDIA | USA | UAE

  • About us
  • Article & Blogs
  • Careers
  • Get In Touch
  • Our Expertise
  • Our Approach
  • Products
  • Industries
  • Clients
  • White Papers

Copyright ©2022 Absyz Inc. All Rights Reserved.

youngsoft
Copy
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “ACCEPT ALL”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent. Privacy Policy
Cookie SettingsREJECT ALLACCEPT ALL
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Functional

Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

Performance

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

Advertisement

Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

Others

Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.

SAVE & ACCEPT