Improve Sales Success with Salesforce

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.

When respondents complete your survey, you can view and compare results in Insights.

To use Quick Launch, you’ll need to have an existing Salesforce instance mapped to GetFeedback. If you need help, review Troubleshooting Salesforce Integration or contact support.

Make sure you have certain permissions in Salesforce:

  • Create, Read, Edit, Delete permissions for any objects and fields you’re mapping to.
  • API access in Salesforce to set up your program.
  • Send Outbound Messages permissions for anyone who closes opportunities in Salesforce.
  • Modify Metadata Through Metadata API Functions permissions to map data to Salesforce fields and objects.

Learn more about recommended Salesforce permissions

To create the setup:

  1. Select Quick Launch from the left-side navigation.
  2. Find Improve sales success with Salesforce, then choose Select.

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.

  1. Add program name: Your setup is given a name when you create it. To change the name, select Add program name.
  2. Connect to Salesforce: Select the Salesforce instance to connect to. We’ll push live survey results to this Salesforce environment.
  3. Review survey and distribution: Preview the survey and email templates. Select the edit links to customize the survey or email.
  4. Set up mappings and reporting: Turn on managed mappings, or select Edit mappings to set up custom mappings.

Customize your program further by completing the optional tasks.

  • Turn on reminders: Schedule reminder emails to encourage users to take your survey.
  • Add custom logo: Brand your survey with your logo.
  • Add actions: Set up automated emails, Salesforce task records, or Slack messages when respondents answer questions a certain way.

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.

To review distribution data or export your survey results, go to the survey and select Results.