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Survey Vista: 100% Native Salesforce Surveys — NPS, CSAT & Customer Feedback

Native Salesforce surveys that turn customer feedback into action.

Overview

Salesforce surveys made native: send CSAT, NPS, CES & VoC surveys automatically on case close & customer lifecycle events. No-code survey & form builder with pre-filled forms & checklists. Trigger alerts, create cases, launch flows & close feedback loops.

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See How Survey Vista: 100% Native Salesforce Surveys — NPS, CSAT & Customer Feedback Works

  • 100% Native Salesforce Surveys ✔ Native survey & action platform built on Salesforce ✔ Survey data stays in your org — zero integration ✔ AI triggers automated actions instantly ✔ Works with every Salesforce Cloud, no middleware ✔ No learning curve

  • Survey Results That Drive Action ✔ Prevent churn: detect at-risk accounts from survey & CRM signals ✔ Grow revenue: surface upsell signals & automate advocacy ✔ Boost productivity: end survey & form sprawl ✔ Close the loop & improve customer experience

  • Surveys Across the Customer Lifecycle ✔ Lead capture web forms to Sales Cloud ✔ Win-loss & deal feedback surveys on opportunity close ✔ Automate customer satisfaction surveys on case closure ✔ Map responses to any Salesforce record ✔ Automated follow-ups

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

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

  • Secure, Compliant Surveys ✔ HIPAA, SOC 2, ISO 27001 & GDPR compliant, inherited from Salesforce ✔ NPS, CSAT, CES survey & form data stored in your org ✔ No third-party servers or external exposure ✔ Role-based survey access & permission control

  • Top-Rated Salesforce Survey App ✔ Capture Customer feedback, CSAT, NPS & CES surveys ✔ Employee experience & pulse surveys ✔ HIPAA-compliant patient assessments ✔ In-app product feedback surveys ✔ Offline mobile pre-filled forms & data collection

  • Forms & Field Data Collection ✔ E-signatures & electronic web form submissions in Salesforce ✔ HIPAA & FedRAMP compliant data collection ✔ Offline mobile forms for field service & remote sites ✔ Grant intake & approval forms ✔ Event registration forms

  • Survey Use Cases ✔ Patient intake, experience surveys & clinical assessments ✔ Post-event & training feedback surveys ✔ Employee onboarding, pulse & 360-feedback surveys ✔ Nonprofit program, donor & volunteer surveys ✔ Partner onboarding & feedback survey

SurveyVista is the only 100% native Salesforce survey app for customer experience, satisfaction & feedback surveys, forms, assessments, checklists & data collection. Every response saves directly to Salesforce records, with no middleware or exports or sync delays. AI sentiment analysis predicts churn, updates health scores and triggers automated workflows in real time. CAPTURE EVERY SIGNAL · NPS, CSAT, CES & VoC surveys on any Salesforce lifecycle event · Capture customer feedback directly on Case, Opportunity & Contact records · Post-project, win-loss & deal feedback surveys · Employee onboarding & pulse surveys · NPS & feedback surveys in Experience Cloud · Event registration & marketing forms · Patient assessments & HIPAA-compliant data collection · Nonprofit program, donation & volunteer forms · Offline mobile forms for field service at remote sites · Compliance & audit checklists · E-signatures & document generation from form inputs ACT INSTANTLY · Automated actions via Salesforce Flow & Record Lifecycle Maps at every lifecycle stage · Map responses to any Salesforce object or field · AI insights surface root causes & next-best actions · Securely close the loop in your org

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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