Native Salesforce App
Survey Force is fully integrated into Salesforce, providing a seamless user experience
Salesforce · Survey Force Implementation
Survey Force for Salesforce: Get Customer Insights
Survey Force is a free Salesforce Labs app that creates, sends and captures surveys natively in Salesforce, with results linked to records such as Contacts and Cases. Twopir Consulting sets it up, customizes it to your brand and data needs, and connects the responses to your workflows, reports and dashboards. Feedback captured, analyzed and acted on inside the CRM your teams already use.
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Trusted by 500+ organizations. We help growing and mid-market companies solve complex CRM, integration, and business system challenges, and we work with enterprise organizations on the same problems.
What We Set Up
- Salesforce Partner
- Survey Force
- Email Templates
- Salesforce Sites
- Survey Workflows
- Reports & Dashboards
OverviewWhat is Survey Force
What is Survey Force
for Salesforce Integration?
Survey Force is a free Salesforce Labs app, listed on the Salesforce AppExchange, that creates, sends and captures surveys natively inside Salesforce.
Survey Force is a free Salesforce Labs application designed to help businesses capture feedback directly within Salesforce. This tool allows users to create three types of questions—single-select, multi-select, and free-form text—and easily arrange them using a drag-and-drop interface. Survey Force also offers seamless survey distribution via Salesforce email templates and Sites, with the ability to link results to Salesforce objects such as Contacts and Cases. By integrating Survey Force into Salesforce, businesses can capture, analyze, and act on feedback to improve customer satisfaction and business processes.
Survey Force is a native Salesforce application available on the Salesforce AppExchange that allows businesses to create, distribute, and analyze surveys directly within their Salesforce environment. This tool provides seamless integration, enabling companies to gather feedback from customers, employees, or partners and analyze survey responses within their Salesforce ecosystem. It is widely used for customer satisfaction, employee feedback, and market research.
According to its AppExchange listing, Survey Force is Lightning Ready and installs as an unmanaged package, so its code is available to view and modify in your org. The app never requires payment; Twopir Consulting's setup, customization, training and support are a separate service. For a wider look at your options, read our guide to surveys in Salesforce.
Why It Matters
Why Integrate Survey Force with Salesforce?
Integrating Survey Force with Salesforce provides businesses with an end-to-end solution to streamline feedback collection. The integration allows survey data to be automatically stored within Salesforce, linked to contacts, leads, or cases. It helps businesses gain valuable insights and make data-driven decisions based on customer feedback, which can be directly tied to sales, service, and marketing activities. By consolidating survey results in Salesforce, users can optimize their reporting, follow-up actions, and overall customer engagement strategies.
Key Survey Force features
What the app does on its own, inside your org. Twopir Consulting's work, setting it up and connecting it to the rest of Salesforce, is further down the page.
Customizable Surveys
Create personalized surveys with a variety of question types such as multiple-choice, text-based, and rating scales.
Automated Survey Distribution
Distribute surveys via email, Salesforce communities, or web links.
Real-time Analytics
Track and analyze responses in real-time, and integrate data into Salesforce reports and dashboards.
Conditional Logic
Tailor survey questions based on responses, making the survey experience more interactive and relevant.
Mobile-Optimized Surveys
Ensure surveys are responsive and easy to complete on any device.
Security & Compliance
Leverage Salesforce’s security framework to ensure that all survey data is stored securely and adheres to compliance standards.
Editable Code
Survey Force installs as an unmanaged package, so its code is available to view and modify in your Salesforce org.
What the listing documents, and what we confirm in your org. The AppExchange listing describes three question types, single select, multi select and free-form text, distributed through email templates and Sites, with results related to Contacts and Cases. Before we design your surveys, we check the version installed in your org against the features you need, and configure or extend the unmanaged package where it falls short.
Survey Force use cases
Customer Satisfaction Surveys
Collect feedback after product purchases or service interactions and store the data against customer records for actionable insights.
Employee Engagement Surveys
Use Survey Force to gather employee feedback on work culture, satisfaction, and training programs, and analyze the data to improve retention.
Event Feedback
Send surveys to event attendees and use real-time insights to enhance future event planning.
Market Research
Leverage Survey Force for product feedback or market insights, storing responses in Salesforce for comprehensive analysis and future business decisions.
How Twopir Consulting can help
Twopir Consulting offers comprehensive services to ensure the successful implementation and customization of Survey Force in your Salesforce environment. With our expertise, we help clients:
Set up and configure Survey Force based on specific business requirements.
Customize surveys to align with your branding and data capture needs.
Integrate survey responses into Salesforce workflows, enabling automated follow-ups and reporting.
Provide training and ongoing support to ensure your team can maximize the capabilities of Survey Force.
Create custom reports and dashboards to visualize survey data and link it with broader Salesforce insights.
Results you can expect
Enhanced Customer Insights
Gain a deeper understanding of customer needs and satisfaction to improve products and services.
Increased Engagement
Boost response rates with personalized surveys and conditional logic that make the experience more relevant to respondents.
Better Decision-Making
Use real-time survey data to inform business strategies, optimize processes, and respond more quickly to feedback.
Automated Feedback Loops
Streamline follow-up actions and communication-based on survey results directly within Salesforce, improving overall efficiency.
Improved Reporting
Leverage Salesforce’s reporting tools to track survey performance and insights, helping your business stay agile.
Survey Force questions, answered plainly
Yes. Survey Force is a free Salesforce Labs app on the Salesforce AppExchange, and its listing states that it never requires payment. It installs as an unmanaged package, so the code sits in your org where you can view and modify it. Twopir Consulting's setup, customization, training and support are a separate, paid service.
The AppExchange listing describes three question types: single select, multi select and free-form text, arranged by drag and drop. Because the package is unmanaged and its code is editable, we check the version in your org against the question formats you need and extend it where it falls short.
Inside Salesforce. Responses are related to Salesforce records such as Contacts and Cases, so standard Salesforce reports and dashboards can analyze them and your workflows can act on them. Nothing is exported to an outside survey platform.
Through Salesforce email templates and Salesforce Sites, as the AppExchange listing describes. We set up the templates and the site, and connect sending to the moments that matter, such as a closed case or a completed purchase.
Survey Force fits when you want free, native surveys whose results live on Salesforce records and run through standard Salesforce reports. If your team already works in a dedicated survey platform, Twopir Consulting also connects SurveyMonkey to Salesforce and GetFeedback to Salesforce. Which one fits is a question we answer with you in a discovery call.
We set up and configure Survey Force for your business requirements, customize surveys to your branding and data capture needs, integrate responses into Salesforce workflows for automated follow-ups and reporting, build custom reports and dashboards, and train and support your team. It is part of our wider Salesforce consulting practice, and pairs naturally with Salesforce Service Cloud when surveys follow closed cases.
Conclusion
Capture feedback where your customers live
Survey Force provides businesses with a powerful tool for capturing and managing feedback directly within the Salesforce platform. From automating survey distribution to analyzing responses using Salesforce’s robust reporting tools, Survey Force helps businesses streamline their feedback collection processes and use real-time insights to improve decision-making. Whether you are looking to enhance customer satisfaction, increase employee engagement, or conduct market research, integrating Survey Force with Salesforce gives you the tools needed to stay competitive.
Contact Twopir Consulting to learn more about how we can help you maximize the potential of Survey Force and drive your business growth with Salesforce integration.
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