This is a question from the July 19 Nonprofit AMA
Survey integration, potential tools?
Here are some resources the hosts and folks in the chat shared - anything else you'd add?
- Intake survey where there might be a few different objects
- What can we use for our staff to send a link
- Forms: FormAssembly: https://www.formassembly.com/ FormStack: https://www.formstack.com/
- Both of these ^ offer discounts through partners
- Comment in the chat: We use 123FormBuilder and I have had a good experience so far!
- KaMele's recommendation: https://www.123formbuilder.com/
A few years ago, I wrote a short history of surveys on Salesforce for Salesforce Ben. You can read the document here. In the intervening 3 years, most of Salesforce's enhancements have been focused on Feedback Management. It has two versions, Starter ($12,000 per org per month) and Growth ($42,000 per org per month).
I also have closely followed Ardira's SurveyVista (https://surveyvista.com/) (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FYkISUA1), mentione in an earlier response to your initial question. The product has continually improved, offering all of the features of Feedback Management, with pricing starting at $995 annually per org with up to 100 users and unlimited surveys. One of my favorite features is the ability to map the choices on a picklist question to the choices on a picklist field on an object in Salesforce. For a non-profit client, I have created surveys that created/updated four different objects in Salesforce based on survey responses. The product is 100 percent native Salesforce, so your data is protected with all the security Salesforce provides.
Finally, I created the Salesforce Surveys community group when Salesforce Surveys was introduced in the Spring '18 release. The group now has over 1,200 members. Ask any question you want there. The group is very responsive. Look forward to seeing you there.
