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

Highlights

• 100% Native Salesforce Surveys
  ✔ Native survey & action platform built on Salesforce ✔ Survey data stays in your org — zero integration ✔ AI triggers automated actions instantly ✔ Multi-cloud: native to every Salesforce Cloud ✔ No-code surveys
• Customer Experience Surveys
  ✔ 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

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

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

· Customer feedback & NPS 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

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