Salesforce Guide
Salesforce Survey Tool Guide
Collect CSAT, NPS, and program feedback directly in Salesforce with BreezyBit.
Surveys should live in Salesforce alongside the records they influence. BreezyBit keeps feedback connected to accounts, cases, and programs.
What to look for in a survey tool
- Salesforce object mapping
- Conditional logic and branching
- Email or SMS distribution support
- Reporting for CSAT and NPS
Common survey workflows
- Post-case CSAT surveys
- NPS programs by segment
- Event and training feedback
Native vs. external surveys
Native Salesforce surveys
- Basic layouts
- Limited design control
- Few distribution options
BreezyBit surveys
- Branded experience
- Flexible distribution and routing
- Data stays tied to Salesforce records
Bottom line
Bottom line: choose a survey tool that keeps feedback in Salesforce and drives action quickly.
FAQ
Can we track NPS in Salesforce? Yes. Capture scores and automate follow-up.
Is mobile response supported? Yes. BreezyBit surveys are responsive and fast.
Can we segment surveys? Yes. Use Salesforce data to personalize survey flows.
Next steps
Explore the product: BreezyBit Form & Survey Builder.