Collecting customer feedback can be a transformative tool that propels your business to new heights, and getting customer feedback through Salesforce is possible through a few methods. Armed with the right feedback, you have everything you need to address customer pain points and capitalize on your biggest strengths. 

Without sending surveys and gathering quality feedback, your product or service is navigating success in the dark. 

In this post, we’ll outline the ways Salesforce customers can collect feedback while working with the platform including limitations with getting customer feedback with Salesforce forms and solutions for more advanced initiatives.

The Evolution of Customer Feedback Collection on Salesforce

Gone are the days of manually sending out feedback forms. Today, there are countless digital tools to help you out. Of course, we all know there is a lot more to efficiency and automation than simply getting off paper and into the digital space. 

Here’s where Salesforce feedback forms become your best friend. The benefit of Salesforce form integration for collecting feedback is that you can automate every step of the survey process while accessing personalized data and reports on every customer. No CRM is more robust or comprehensive. 

Once you experience the power of customer feedback with Salesforce forms, your customer success strategy will never be the same. Read on to find out all the ways you can collect customer feedback with Salesforce forms.

The Role of Salesforce Feedback Management

First up, you are probably wondering what tools Salesforce offers for collecting customer feedback with Salesforce forms. Well, Salesforce actually does have a free survey solution that comes with every Salesforce org, which is called Salesforce Surveys. 

Check out how to create surveys using Salesforce Surveys here for more on that.

Limitations of the Out-of-the-Box Salesforce Survey Solution

On the downside, this basic survey feature is limited. For example, you get 300 responses, and you can only relate a survey invitation to limited record types. To get more flexibility with the basic survey tool from Salesforce, you would need to implement custom development or Apex of some kind.

Purchasing Feedback Management by Salesforce

Alternatively, you can purchase Feedback Management by Salesforce, which comes in three editions: 

1. Survey Response Pack
2. Feedback Management – Starter
3. Feedback Management – Growth

Of these, it’s Feedback Management – Starter and Feedback Management – Growth that provides the most comprehensive features, including 100,000 responses and unlimited responses respectively. 

These native tools offer some exciting capabilities such as Customer Lifecycle Analytics and Data Mapper, which allow you to sync survey responses to standard or custom objects. Investing in feedback management tools is one viable strategy for collecting customer feedback with Salesforce forms. 

Considerations of Feedback Management by Salesforce

There are some considerations to make when looking at Feedback Management by Salesforce. These include considerable investment, $13,500 a month per org for the Starter Edition and $46,000 a month per org for the Growth Edition. 

Aside from the price, these tools may still require coding and development to cater to custom use cases. This means you have to allocate time and money toward developing these solutions and ongoing maintenance.

Exploring Other Survey Options for Salesforce Feedback Forms

So, what are your other options for implementing customer feedback with Salesforce forms? And what is the best way to collect feedback for your workflows while integrating with Salesforce? 

Read on, we have you covered!

Techniques to Collect Feedback Using Salesforce Form Builder

When building forms to collect user feedback via Salesforce, you can choose to implement development work. This will give you great flexibility and customization. However, it will slow down time to market, and you need to be really sure that you are in it for the long haul. Projects like this require ongoing upkeep. 

Alternatively, you can purchase a trusted third-party tool for surveys on the AppExchange. This will help you go to market faster and mitigate some of your development work. The biggest con of most products on the market is that they offer limited flexibility. You often won’t get customization without code, and this lands you with some of the problems and obstacles you face when building a custom solution or using Salesforce native tools.

The good news is you don’t have to be stuck in this build versus buy quandary. Not all products are created equal! You can collect customer feedback with Salesforce forms using a robust and flexible form builder with zero code. 

Learn more about building complex Salesforce forms without coding here. 

Titan Survey: A Powerful Salesforce Survey Tool

One of the best options on the market is Titan Survey, part of an all-in-one super platform for Salesforce. Check out some of the amazing things you can accomplish with Titan Survey below, or read more about building complex Salesforce forms without coding here.

Salesforce Surveys as a Tool for Engagement

One of the strongest features of Titan’s Salesforce survey tools is that you can easily map them to any custom or standard object. The Titan Survey package also offers a range of custom Salesforce Survey Objects included with the platform. 

You can draw on multi-patented bi-directional Salesforce integration to craft personalized user journeys. By implementing conditional logic in your surveys, you can ensure that customers taking your surveys remain engaged throughout the process. 

Customers can skip irrelevant questions and only get asked questions relevant to them. With the power of conditional logic, watch drop-off rates sink, and market segmentation becomes a whole lot easier.

Automating Salesforce Customer Feedback Forms

The good news is that with a tool like Titan Survey, you can automate every step of the customer feedback form process. Set up ready-to-go customer feedback form templates and have them sent out automatically through Salesforce. You can also trigger follow-up actions and have customer issues routed to the correct support or sales representative with ease! 

With Titan Survey, you can send feedback via WhatsApp, SMS, Salesforce Flow, List View, or Reports. 

You also have the freedom to send web or email surveys. With web surveys, you get to distribute surveys via a link that can be embedded in your website or anywhere you like. Web surveys are typically more interactive and work better for more complex questions. You can also embed Titan surveys in an email, which is ideal for shorter and simpler surveys!

Using Marketing Cloud Account Engagement (Pardot)? Check out this blog post that outlines how to use Pardot form handlers for data submission, which is the solution you can use to connect Titan surveys to your Account Engagement instance.

Titan Forms: A Salesforce Forms Builder Alternative for Feedback Collection

The bottom line is that Salesforce surveys are here to revolutionize the way you interact with customers. They’re a key component to creating the experiences your customers want. Even so, finding an easy-to-use Salesforce feedback form can be challenging! 

Custom development has a lot of perks but comes with many obstacles. Similarly, Salesforce’s native solutions carry a price tag and may take longer to implement when handling niche use cases. 

A no-code Salesforce feedback form is a winner! And here, Titan Survey offers all the usual survey perks — like any question type and a range of templates. This tool also offers special features like dynamic data sync with any Salesforce record. 

Ultimately, it’s up to you to make the right decision for you and your business and customers. Good luck!

Original article: All the Ways to Collect Customer Feedback With Salesforce Forms

©2025 The Spot. All Rights Reserved.

The post All the Ways to Collect Customer Feedback With Salesforce Forms appeared first on The Spot.

Salesforce web forms can be a game changer by empowering you to create personalized experiences for customers. Complex forms using multiple steps and conditional logic tailor digital journeys to meet the unique needs of the individual. These engaging forms enable savvy sales and marketing teams to foster interest in their product or service and close deals faster. 

While native Salesforce forms have many advantages, they also come with challenges. Specifically, if you want to create complex forms involving detailed steps, containing dynamic content, or with a customized UX, you will need to invest in some kind of development or code. 

Using complex web forms without coding knowledge

If you have time and money to burn or in-house developers to tap for help, then this is no problem. However, if you don’t have knowledge of code or access to a development team or want to speed up time to market, you might want to consider alternatives. 

In this article, we check out how you can get all the perks of complex Salesforce forms without having to write a single line of code. To do this, you will need to venture away from Salesforce native solutions, and their associated limitations, and check out some of the leading tools on the Salesforce AppExchange. 

Want to learn more? Keep reading! 

Creating leads in Salesforce using web-to-lead forms

Let’s take a look at web-to-lead forms for Salesforce and how these forms can further the aims and objectives of your sales and marketing teams. In the process, we will discover some of the limitations of native Salesforce functionality and find ways to navigate them.

Web-to-lead is a feature that empowers you to create leads in Salesforce via forms embedded on your website. Setting up forms with the native Salesforce web-to-lead feature is relatively easy and doesn’t require any code at all. 

When a user fills in your form and submits it, real-time data gets pushed into Salesforce where the CRM automatically creates a lead. From here, your sales and marketing teams can ensure high-value leads are routed to your best salespeople. That information on your lead is analyzed against relevant metrics and consumer trends. 

Finding flexibility with Salesforce web-to-lead forms

The challenge with the Salesforce web-to-lead is that the out-of-the-box version may leave teams wanting more. For example, you can’t connect your form to other objects in Salesforce such as Case or Opportunity. In addition, you can’t attach files to native web-to-lead forms to provide supporting information on your lead. 

You can accomplish these things and collect detailed information on the preferences and needs of each lead, but the solution requires the implementation of custom code.

Implementing complex web-to-lead forms in Salesforce

To kickstart next-level lead generation and close deals faster, we recommend creating complex web-to-lead forms that capture robust information on a prospective customer such as their likes, dislikes, and purchasing preferences. 

Using a Salesforce form that allows attachments also means you can get comprehensive data on leads and execute deals more effectively. Similarly, complex web-to-lead forms for Salesforce that contain conditional logic and multiple steps are more exciting to the user and give you a more granular picture of their personality and profile. For example, if a user says they are interested in purchasing a particular product, then you can prompt them to fill in follow-up questions such as the specifications they are looking for and the amount of money they are willing to spend. 

On the other hand, if a lead expresses no interest in a product or service, then there is no need to ask them further questions. In this line of thought, if a user answers a question indicating they want to learn more about your organization, you can give them the ability to download a pamphlet or ebook. If not, you don’t need to bother them with this. This kind of dynamic logic saves time and holds the interest of users a lot longer.

You can achieve this level of flexibility and create dynamic, multi-step web-to-lead forms in Salesforce, but it will require coding and development. So, what are your options if you want to skip the heavy dev work but still get all of the perks? 

Alternatives to native Salesforce forms

If you are a seasoned Salesforce user, you will know that the Salesforce AppExchange is a giant marketplace where you can find thousands of platforms that integrate with the planet’s leading CRM. And while there are countless tools with which to create forms in Salesforce, some tools do this more seamlessly than others. 

The best solutions give you the freedom to build forms in Salesforce using any logic or object you want without any limitations or code. This frees up your schedule, saves you money, and requires zero compromise when it comes to your dream solution. 

While it’s up to you to choose the tool that best suits your organization, we will zone in on one app: Titan for Salesforce. Taking its name from the most powerful of Greek gods, Titan is a no-code platform that can implement any custom solution for Salesforce. 

Web-to-lead forms by Titan allow you to: 

• Connect your web form to any object in Salesforce such as Contact, Opportunity, and Case.
  
• Include attachments on your web form for Salesforce.
• Create tailored customer journeys with multiple steps and conditional logic.
• Generate leads in Salesforce.
• Make forms with a custom UX. 
• Gather comprehensive information on leads. 
• View comprehensive data on every lead in Salesforce.
• Data is validated in real-time so you can make sure form data is sent to the correct object:

• Go-to-market fast! 

And all this requires no code or any special technical expertise, though experience with Salesforce or having worked as a Salesforce administrator will certainly help you work at optimum speed. Learn more about Titan’s Web-to-Lead powers here:

Salesforce Forms Wrapped 

And that’s a wrap on building complex forms for Salesforce using zero code. We hope you learned more about how more complex forms can create intuitive and guided digital experiences for users and help you make deals that much faster. 

Web-to-lead forms automate the lead creation process for marketing and sales teams but Salesforce’s native feature is limited. We suggest finding a no-code alternative on the AppExchange. Titan is one great option, but it’s up to you to choose the perfect solution for your business needs and objectives.

Original article: How Savvy Teams Build Complex Salesforce Forms with No Code

©2025 The Spot. All Rights Reserved.

The post How Savvy Teams Build Complex Salesforce Forms with No Code appeared first on The Spot.