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Wootric | NPS • CSAT • CES Customer Surveys in Salesforce




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Enterprise Feedback Management for Salesforce

Improve retention, up-sells and customer experience. Enrich records with Net Promoter Score (NPS), Customer Satisfaction (CSAT) and Customer Effort Score (CES) Voice of Customer feedback. Trigger surveys based on events in SFDC. Lightning compatible.

  • Wootric makes it easy to create a complete customer journey feedback program with Salesforce. Connect your Wootric account to see your CX metric dashboard in Salesforce and instantly enrich your Salesforce records with customer feedback.
  • See NPS, CSAT and CES scores and feedback at the Lead, Contact and Account level. Several standard reports including NPS by Accounts for current month, previous month, current quarter and previous quarter.
  • Trigger surveys on any Salesforce object using workflows. For example, trigger a CSAT survey after support case closure, an NPS survey 60 days before renewal, or a CES survey at the end of onboarding.
SURVEY YOUR CUSTOMERS ANYWHERE: SaaS, Website, pages, Mobile, Email, or SMS Text##✓Customizable NPS, CSAT & CES surveys ##✓Off-the-charts response rates##✓Real-time measure of customer sentiment##✓Never miss a trend####ALIGN TEAMS AROUND CUSTOMER HAPPINESS -- Use the Wootric dashboard to analyze CX metrics by segment. Get AI-powered insights from qualitative feedback.##✓Improve retention##✓Increase referrals##✓Run A/B Happiness tests, and prioritize feature roadmap##✓Follow up with customers####ACTIONABLE FEEDBACK THAT IS EASY & AUTOMATIC##✓Integration with Intercom, Slack, Zapier, Gainsight, Totango, Hubspot and more. ##✓Auto-tagging identifies themes in customer comments.##✓Trigger surveys from Salesforce using Workflows.##✓ Enterprise features you need. Lightweight alternative to complex, enterprise solutions.####Let us help you win customers for life.#### is Wootric, not Wootrix, Wootrick or Wootrik.


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited,, Developer, and Performance EditionsEnterprise & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 5
  • Custom Applications: 0
  • Custom Tabs: 0

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
No additional system requirements

Support While logged into Wootric, our customers typically reach out using Intercom Chat within the application. You may also reach us by email.

Additional Information

Package Name
Wootric NPS
20180115 / 1.37.0
First Release
Latest Release
Wootric | NPS CSAT CES customer surveys in Salesforce
San Francisco

Wootric is the modern platform for boosting customer happiness. Survey your customers where they are: on your website, in your SaaS or Mobile App, via Email and SMS. Use your Wootric dashboard to identify trends, analyze data and see aggregate customer feedback in real-time. Use our Salesforce integration to enrich customer and account records with NPS data to align your team around the customer, and trigger surveys on any object. Easy setup and custom features for enterprise. It is our mission to help you win customers for life!