Send a Customer Satisfaction (CSAT) survey after closing an opportunity in Salesforce to gather feedback about the sales cycle and your product. The setup automatically creates a survey, email, Salesforce mappings, and Salesforce Flow so you can start collecting feedback sooner. The survey includes merge fields and logic to show certain questions for won and lost deals.
Make sure you have certain permissions in Salesforce:
To create the setup:
Your newly created setup has a central section outlining the workflow and a left sidebar menu outlining tasks to complete. To build your setup, complete each required task in the menu.
Customize your program further by completing the optional tasks.
When you're ready to activate the Flow in Salesforce, select Launch setup.
Once a program is launched, track the status and response rate in the program’s left sidebar. To dig deeper into your results, select Go to Workspaces.
In Workspaces, you can view an Insights dashboard to help you analyze customer satisfaction over time and compare results. You can filter and compare results by response type, score, keywords, and merge fields. Within this dashboard, you can look at customers’ individual responses and review recurring keywords they use in those responses.