Simple Survey

for Salesforce®

Emerge as an expert in customer satisfaction! Simple Survey for Salesforce makes it effortless for your customers, partners, and employees to provide you with feedback on their experience with your service.

  • Realize higher than usual survey response rates
  • The perfect tool for measuring Net Promoter Score℠ in Salesforce
  • Seamlessly works with existing business processes in Salesforce

Works with Cases, Accounts, Contacts and custom objects

Surveys can be sent from a Case, Account, Contact or custom object manually or using Workflow Rules with Field Updates.

Brandable email and landing page with your logo

Customize the email and landing page with your logo.

Includes two Workflow Rules and reports

Simple Case Closed Workflow Rules that can be modified to fit your organizational needs.

Reports are included for customer satisfaction analytics.

Only 1 click is required to take a survey to encourage high response rates

No time consuming questions or navigation problems. Simply click on the star rating right from the email and then be directed to a landing page for optional questions or comment entry.

Three ways to send the survey

Manually send an email from the Case, Account or Contact Object and select one of the Simple survey templates.

Create Workflow Rules to send a survey when the case is closed. Two Workflow Rules are included to send upon case close or for every nth case that is closed.

Set up Case Closed page layout to give the User the option to notify the customer with a survey email.

Survey records are created when a recipient responds to the survey

Only when a recipient responds to the survey will a survey record be created. Reports are provided for analytics based on these survey records. Additional custom reports can be created to fit your business needs.

Ability to include additional questions on landing page

With Simple Survey you can go with the out of the box rating and optional comment, or you can include additional questions on the landing page for more information.

One survey per Case

Only one survey can be taken per case. Once the survey is taken, the Case Contact can not submit another survey for that case. This is designed to eliminate duplicates.

Net Promoter, NPS, and the NPS-related emoticons are registered service marks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld

Internet Creations apps are built entirely on the Salesforce Platform and are 100% native.

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