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Simple Survey: 100% Native Surveys, CSAT & NPS for Salesforce

Native surveys. Real Salesforce data. Higher response rates.

Overview

Capture voice of customer feedback directly in Salesforce, no integration required. Send post-case surveys, measure NPS and CSAT, and automate follow-ups with data that never leaves your org.

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See How Simple Survey: 100% Native Surveys, CSAT & NPS for Salesforce Works

  • 100% SALESFORCE NATIVE No complex integration to manage, and data doesn't leave Salesforce. Automatically send surveys related to standard or custom objects. Authorized users can instantly view and act on survey results captured in Salesforce.

  • EASY, TAILORED SURVEYS Simple drag & drop helps users build customized surveys with a user-friendly no-code builder. Conditional/Skip Logic: Show relevant questions based on responses and Salesforce data, providing a personalized experience.

  • READY-TO-USE TEMPLATE LIBRARY Customizable survey templates for Net Promoter Score® (NPS®), Customer Satisfaction (CSAT), Customer Effort Score (CES), Likert Scales, Thumbs Up/Down, and Questionnaire with previews.

  • FLEXIBLE SURVEY DELIVERY Automate customer feedback and NPS surveys in Salesforce. Send a post-case survey, email survey, or chat link. Truly unlimited sends with no volume overage fees.

  • REAL-TIME SURVEY ANALYTICS Get immediate insights like customer sentiment with charts, word clouds, & pre-built dashboards. Monitor responses for key trends and specific criteria. Capture user meta-details for deeper analysis.

  • AGENTFORCE EXTENSION Survey in Salesforce Messaging! Agentforce extension works in Messaging for In-App and Web (MIAW) channel. Your AI Agent can identify the correct survey program, pre-create survey records, send survey links, and update records.

WHY GO NATIVE - No integration required - Prioritize Data Security: Applications outside of Salesforce increase the risk of data breach & complicate compliance - Accurate & Real-Time Data: Create a 360° view of your customer - Enable automation using the platform you already know CREATE SURVEYS - Embeddable survey builder for digital experiences - Fully customize with logos, colors, and branding - Easy code-free interface drives user adoption AUTOMATE & SEND - Use out-of-the-box or create custom automation to send surveys after case closure, project milestone, or follow-ups - Detect previously-surveyed customers to avoid survey fatigue IMPROVE RESPONSE RATES - Increase responses received with easy 1-click/touch email - Capture partial responses, capture answers in progress, collect data from abandoned surveys MEASURE & FOLLOW UP - Analyze responses & identify trends by using Survey Insights - Packaged reports & dashboards measure Response Rates, Average Scores, NPS, and Leader/Slacker boards - Automate reminders & follow-up activities from received feedback

Categories

Business Needs
Customer Service
Surveys
Ratings & Reviews
Industries
Horizontal Product
Personas
Executive
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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