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Why should High Techs automate Feedback collection and Reports with Salesforce Surveys

Apr 23, 2022 | Latest Grid Posts, SAP

When it comes to managing Business Relations, companies need to carry out Surveys on a regular basis. Why? Surveys provide decision making stats to proceed with Customers’ Satisfaction.

In this regard, Salesforce Surveys play a vital role for High Tech companies, as well as small companies. By using Salesforce Surveys, you can automated Feedback collection, by using no Coding skills at all.

In this article, we are going to address Salesforce Surveys for High Tech companies. Today, we are going to address how should High Tech companies use Salesforce Surveys for Feedback collection and Reports.

So, let’s proceed with defining details without further delay. If you want to skip the additional information, you can also JUMP over to the specific section.

What are High Tech companies ?

High Tech companies refer to companies That justify Technological advancements to serve large audience. For example, Apple makes iPhone and Laptops to target a large audience That like Apple’s products.

In the same manner, Facebook helps people get connected with each other. Similarly, Google is pioneered in serving Web Search experience to a large audience, worldwide.

When it comes to a relation between Salesforce and High Tech companies, Salesforce provides a wide range of Features. For example, take Surveys with Salesforce, helping companies carry out seamless Feedback collection.

What is a Feedback collection ?

By using Forms, collecting users’ responses about a specific product, service, or event refers to the Feedback collection. The process of Feedback collection involves Technological Factors, such as an Online Form.

Having That clarified, Feedback collection with Salesforce Forms even helps companies automate certain aspects, such as Document Generation with Salesforce Forms’ data.

In this case, the Forms’ data can be sent to the Salesforce Objects. In the same manner, you can also automate Document Generation with Conditional Logic. In this case, you will need to use a Low Code platform to create Salesforce Forms and Surveys, such as FormTitan or Titan DXP.

What are Reports ?

In simple words, Reports in Salesforce gives access to stored data in the Salesforce. In this case, take a Process Builder workflow(s) That creates a Document. In this case, if the Document fetch data from a Salesforce Object, we can call it a Report.

In the same manner, Reports are generated the way we generate standard SQL reports in Web Databases. If a File is prepared to access Salesforce Data, it can be referred to as a Salesforce Report, as its name suggests.

Salesforce Reports are used in relation with Salesforce Forms and Surveys. In this case, Salesforce Survey Forms are equipped to access Salesforce Objects’ data and prepare a digital Document, a Report such as PDF file.

Feedback collection and Reports with Salesforce Surveys

When it comes to Feedback collection with Salesforce Surveys, you will need to use a combination of Tools, including No Code platforms, Salesforce account, and Integration between Salesforce and No Code applications.

In this case, you can proceed to create a Salesforce Survey with a drag and drop User Interface provided by a No Code application, such as FormTitan or Titan DXP.

Please note, you may need to set automated Document generation with Salesforce Survey Forms, helping you automate Reports generation with a Process Builder routine with Salesforce. In below lines, you are going to explore how Salesforce Surveys are created.

Step (1) – Get started with Surveys

Log into your favourite Tool that helps you create Survey Forms with no Coding involvement. In this case, you can also use Survey Form Templates right away. You can also fetch and use a Survey Form with a Link, depending on whether or not a No Code application provides such options.

Step (2) – Populate the Survey Form

Populate the Survey Canvas with different content snippets, such as Questions, MCQs, or Slides. Once done, you can proceed to the next step. In this case, the No Code Form Builder helps you include diverse content snippets in the Survey Form.

Step (3) – Content Snippets

Once you have included and set Content Snippets, you are good to go to Publish the Survey Form. Here, don’t forget to Preview your Survey prior to making it available to the users.

Step (4) – Share the Survey

Once published the Survey, you can also distribute the Survey with sharing options, such as Link or Social Media. You can also send the Survey via Email.

Step (5) – Performance

Finally, you can test and analyze how your Survey Form is performing. In this case, you can observe analytics in the No Code platform you used to create the Survey Form. Also, you may need to get into the Salesforce to see how your Salesforce Survey is performing.

Automation in Feedback collection and Reports with Salesforce

You can also embed automation in Salesforce Form Surveys. For example, Conditional Logic on Form Fields pre-populate input fields for users. In this case, users can see updated data in Real Time and make decisions accordingly.

In the same manner, as a Salesforce Survey is fully connected to the Salesforce system, you can also use your Surveys as part of a Process Builder, Flow, or Automation. This is how you can automate Feedback collection with Salesforce Surveys.

What’s next ?

Watch the below video for more information on how Salesforce Surveys work in Real world scenarios.

Final Thoughts

Salesforce Surveys play a vital role in Feedback collection and Reports generation. As described above, Salesforce Forms help you conduct Surveys. It helps you automate Feedback collection with Salesforce Process automation.

In the same manner, you can also use Process Builder routines to generate Reports in an automated manner with Salesforce Survey Forms. This helps companies conduct automation in Surveys and Reports.

Ad discussed above, there is a combination you have to use to get started with Salesforce Surveys. For example, you need a No Code application to create Salesforce Surveys, along with performing No Code integration with the Salesforce system.

Next, once you have created a Salesforce Survey, you can adjust Technical Factors to automate Document Generation as well, such as Salesforce Reports, refer to digital Documents that fetches and shows Salesforce Data, such as a PDF document. To know more about Document Generation in Salesforce, read This awesome Tutorial.

You can also join the comments box below to let us know your thoughts on Salesforce Surveys and Reports.

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