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Survey Vista | Forms, NPS & CSAT Surveys, Quizzes — 100% Native Salesforce Form

Turn every customer experience signal into results – inside Salesforce

Overview

Automate customer feedback surveys (CSAT, NPS, CES, VoC) in Salesforce on case close, pre-filled forms, checklists & data collection. Trigger actions & alerts, create cases, launch flows, close customer feedback loops. No-code native Survey & Form Builder

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See How Survey Vista | Forms, NPS & CSAT Surveys, Quizzes — 100% Native Salesforce Form Works

  • Platform Difference ✔ 100% native Salesforce Intelligence & Action Platform ✔ Signals captured inside Salesforce org — zero integration tax ✔ AI triggers automated actions instantly ✔ Works with every Salesforce Cloud — no middleware ✔ No learning curve

  • Results That Matter ✔ Prevent churn: detect at-risk accounts early ✔ Grow revenue: surface upsell signals & automate advocacy ✔ Improve productivity: eliminate fragmented survey & form sprawl ✔ Timely closed-loop actions for better customer experiences

  • Customer Lifecycle ✔ Lead capture web forms to Sales Cloud ✔ Trigger opportunity win-loss & onboarding survey ✔ Automate customer satisfaction surveys on case closure ✔ Map responses to any Salesforce record ✔ Close loop with automated follow-up actions

  • No-code Survey & Form Builder ✔ NPS, CSAT, CES & VoC survey ✔ 40+ field types: Rating, Signature, Consent, Dynamic Data... ✔ Multi-language pre-filled form with Salesforce data ✔ Conditional logic, Document generation ✔ Email, SMS, Chat, Experience Cloud

  • AI Analytics & Insights ✔ Built-in survey metrics dashboard ✔ Native data flow to Tableau, Power BI & CRM Analytics ✔ AI sentiment analysis & root cause insights ✔ Segment by Account, Contact & any Salesforce object ✔ Share insights across Salesforce org

  • Security & Compliance ✔ HIPAA, SOC 2, ISO 27001 & GDPR compliant — inherited from Salesforce ✔ In-org data storage for NPS, CSAT, form data ✔ No third-party servers, no middleware, no external exposure ✔ Role-based access control & permission management

  • Best Survey & Form App, 5-star, 222+ reviews ✔ Customer Feedback, Experience, Satisfaction & Net Promoter Score ✔ Employee Experience & onboarding surveys ✔ HIPAA-compliant assessment ✔ Offline pre-filled form & data collection ✔ In-app product feedback

  • Forms & Field Data Collection ✔ E-signatures & electronic web form submissions in Salesforce ✔ HIPAA & FedRAMP compliant data collection for Salesforce ✔ Offline mobile forms for field service & remote sites — auto-syncs online ✔ Document generation

  • Use Cases ✔ Patient intake, health checklists & clinical assessment ✔ Event registration, post-event & training feedback ✔ Employee onboarding, pulse & 360-feedback surveys ✔ Nonprofit program, volunteer & grant application forms ✔ Partner feedback survey

SurveyVista is the only 100% Salesforce-native app for customer experience surveys, forms, assessments, checklists & data collection. Every response saves directly to Salesforce records — no middleware, no manual exports. AI-powered sentiment analysis predicts churn and triggers automated workflows so your team acts on every signal instantly. CAPTURE EVERY SIGNAL · NPS, CSAT, CES & VoC survey triggered by any Salesforce lifecycle event · Post-project & post-interaction feedback on Case, Opportunity & Contact records · Employee engagement, onboarding & pulse surveys · Marketing & event registration forms · Healthcare checklists, patient assessments & HIPAA-compliant data collection · Nonprofit program, donation & volunteer forms · Offline mobile form for field service data collection inspection at remote site · Built-in e-signature capture & document generation from survey & form responses · KPI/KRI data collection ACT INSTANTLY · Automated actions via Salesforce Flow at every lifecycle stage · Map responses to any Salesforce object or field in real time · AI-powered insights surface root causes & next-best actions · Close the loop in-org your team uses every day

Categories

Business Needs
Customer Service
Surveys
Ratings & Reviews
Industries
Horizontal Product
Education
Healthcare & Life Sciences
Personas
Business Operations Manager
Marketer
Service Agent / Supervisor
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Salesforce Mobile

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