SurveyVista Surveys, Forms, & Checklists

             Webinar: What your AI agents are missing about your customers

Last month, Shonnah Hughes and Rajesh Unadkat hosted a live session on what every GetFeedback user needs to know before December 31. If you missed it, the recording is available now. 

Watch the On-Demand Recording

Our next session goes deeper. The AI agents your team is deploying know ticket volume, case history, and pipeline. They do not know what your customers said, wrote in reviews, or signaled through behavior. That gap is where churn lives. 

On August 19th, 2026 at 10am PT / 1pm ET, Shonnah and  Rajesh Unadkat are covering where customer data goes missing between collection, unification, and agent decision-making. Shonnah spent over 20 years in the Salesforce ecosystem as GetFeedback’s Product Evangelist. She understands what teams who relied on these tools now need to build. 

Register for Part Two → 

#Webinar #FREE SurveyVista #Getfeedback Surveys

New in SurveyVista 3.100.x: AI-powered follow-ups, smarter translation, and moreCollect Better

Create smarter surveys, capture richer data, and deliver a better respondent experience

• Turn brief answers into real detail with Adaptive AI Follow-up Questions (Conversational Survey).
• Translate surveys and text responses automatically with AI-powered translation.
• Secure survey access with configurable Access Codes.
• Generate PDF, Word, and PowerPoint documents directly from survey responses.
• Automatically link uploaded files to the right Salesforce record.
• Send survey invitations at scale with SendGrid integration.
• New respondent experience improvements: Clear Responses, repeated-section file uploads, participant email confirmation, and a smoother mobile experience.

Understand Deeper 

Turn every response into actionable insight with richer reporting and analytics.

•  Get deeper, AI-powered Sentiment Insights, now with improved filtering and guest user support.
• Visualize survey logic with the new Question Dependency Graph (Beta).
• Clone Response Mapping rules and match records more accurately with enhanced mapping.
• Drill into Survey Metrics faster with quick filters and a refreshed reporting experience.
• Act faster from Tabular Reports with new Reminder and Completion Notification shortcuts.

Act Smarter  

Automate workflows, simplify administration, and scale feedback programs with confidence.

• Reopen completed workflow responses or move them to another stage.
• Manage notifications with a refreshed Advanced Notifications UI, weekend skipping, and stronger audit logging.
• Automate with more precision using Record Lifecycle Map enhancements.
• Collect survey responses by phone with new IVR integration for Amazon Connect and Salesforce Service Cloud Voice.
• Send with modernized, on-brand packaged email templates.
• Manage your program with confidence: license tracking, performance, security, and setup improvements.

Read the Release Notes: SurveyVista 3.100.x Release Notes

To upgrade to the latest version, follow the 

How to Upgrade SurveyVista Version

 knowledge base article for detailed instructions. 

Questions or need support? Contact us anytime at Support@SurveyVista.com

#FREE SurveyVista #New Releases #Surveys

                  See SurveyVista at London's Calling - 5th June 2026 — find us at the Demo Jam!

Heading to London's Calling this week? So are we. 

We're SurveyVista — the 100% native Salesforce surveys, forms, and assessments platform. We build feedback tools that live entirely inside Salesforce, tied to your records and ready to act on. No integrations to maintain. No data leaving your org. Just feedback that lands in Salesforce and triggers the right action automatically — whether that's alerting your team, updating a record, or kicking off a workflow. 

We're not in the vendor area this year, but you'll find us at the Demo Jam — come watch us in action and see what native feedback can really do inside Salesforce. 

If you'd like to chat about your challenges and how SurveyVista can help, find one of our team members on the day — we'd love the conversation. 

See you in London, 

Team SurveyVista 

#DemoJam Session #FREE SurveyVista #Feedback Forms

SurveyVista Team is going to be in True North Dreamin’ on May 11–12 

and we love to connect with fellow Trailblazers in person.  

If you’re planning to attend (or still deciding), I’d definitely recommend it. True North Dreamin’ is Canada’s premier community-led Salesforce conference, bringing together Trailblazers for two days of sessions, networking, and idea sharing.  And Toronto is a great city to experience it in.  

More info / registration: 

https://www.truenorthdreamin.com/ 

My colleague Rajesh Unadkat (Founder & CEO, SurveyVista) will also be speaking on 

May 12 at 1:30 PM on “How to Build Automated Customer Journeys That Scale” 

— sharing how Salesforce-native teams turn customer signals into real-time automated actions.  

If you’re around during the event, feel free to come say hello — would be great to connect with fellow Trailblazers in person. 

Hope to see some of you in Toronto! 

@True North Dreamin #FREE SurveyVista #Salesforce Surveys #VoC #Voice Of The Customer

Heading to MidAtlantic Dreamin' in Philly on May 4th? We'll be there too. 

We're SurveyVista. We build native Salesforce surveys and forms so your feedback data lives where it belongs — inside your CRM, tied to your records, ready to act on. 

No more jumping between tools. No more manual data imports. Just feedback that lands in Salesforce and triggers the right action automatically — whether that's alerting your team, creating or updating a record, or kicking off a workflow. 

We'll be in the vendor area all day. If this sounds relevant to what you're building or supporting, come find us for a quick look at how it works. 

And while you're at the booth, register your name to win a $150 gift card. No strings attached. 

Not registered yet? https://midatlanticdreamin.com/

See you in Philly, 

#MidAtlanticDreamin #FREE SurveyVista #CX 

                                             Redefine Surveys with SurveyVista 3.0! 

We’re excited to invite you to our upcoming webinar, where we’ll unveil SurveyVista 3.0, a game-changer in survey automation and insights!  

Date: March 18th, 2026

Time: 10 AM PDT | 01 PM EDT | 5 PM GMT 

Speakers:

• Sohil Vainsh, Customer Success & Quality Manager at SurveyVista
• Raoul Joachim, Principal Program Manager at SurveyVista

Click to Register Now

Don't miss this opportunity to unlock the full potential of your customer survey initiatives. Register now to secure your spot! 

#FREE SurveyVista #New Releases #Voice Of The Customer

Webinar:  The cost of not aligning GTM — and why feedback outside Salesforce is just wrong! 

Webinar: Register → https://bit.ly/sv-webinar-310326-svgrp

Most GTM teams think alignment problems are caused by communication. 

They’re not. 

They’re caused by fragmented insights. 

When signals live in different tools, teams end up aligning around dashboards instead of customer reality. 

Join Dave Jackson for a live session on fixing this. 

#Customer Success #Customer Support Experience #FREE SurveyVista

 SurveyVista 3.0 is officially GA on the Salesforce AppExchange! At SurveyVista, our mission has always been to help you turn feedback into actionable insights to drive results. With the 3.0 release, we’ve taken a massive leap forward in helping you collect better data and act on it faster—all 100% natively within Salesforce. 

What’s new in 3.0? Here are the highlights: 

• Smarter Authoring: Build branded, precise surveys faster with new theme controls and Prefill Responses for Enterprise users.

• Better Respondent Experience: We’ve overhauled navigation and mobile previews while doubling down on Accessibility (JAWS & VoiceOver) and stronger spam protection.

• Deeper Analytics: Identify exactly where users exit with new Drop-off & Engagement metrics, plus advanced tracking support for GA4, GTM, and Facebook Pixel.

• Admin & Automation Power: Simplify governance with ZIP Export/Import (including images/translations) and real-time Slack notifications via our Advanced Notifications.

Whether you are running customer feedback, complex inspections, or employee feedback, SurveyVista 3.0 is designed to make your data collection & actions more secure, scalable, and insightful. 

Read the full Release Notes:  

SurveyVista Version 3.0x Release Notes

#Appexchange Apps #FREE SurveyVista #Voice Of The Customer #Surveys #Forms 

ISV series episode: 𝗦𝘂𝗿𝘃𝗲𝘆𝗩𝗶𝘀𝘁𝗮. 𝘐𝘵'𝘴 𝘢𝘭𝘭 𝘢𝘣𝘰𝘶𝘵 𝘯𝘢𝘵𝘪𝘷𝘦 𝘚𝘢𝘭𝘦𝘴𝘧𝘰𝘳𝘤𝘦 𝘥𝘢𝘵𝘢 𝘤𝘰𝘭𝘭𝘦𝘤𝘵𝘪𝘰𝘯.

You’ll also see a live demo of SurveyVista, a no-code, native survey & form builder that enables secure, compliant, and automated data collection — all without integrations or external data movement. 

► 𝗘𝘃𝗲𝗻𝘁 𝗱𝗲𝘁𝗮𝗶𝗹𝘀 

📌 On-platform Data Collection for Salesforce Admins with SurveyVista 

📆 Tue Nov 18, 5pm CET 

💬 Rajesh Unadkat, Founder & CEO SurveyVista

🔗 https://lnkd.in/eukuPN7d

► 𝗛𝗼𝘀𝘁𝗲𝗱 𝗯𝘆 

📍 Salesforce Admin Group, Trier, Germany (OhanaTrier) 

🎯 Salesforce ISV Landscape Series* 

 ► 𝗖𝗼𝗵𝗼𝘀𝘁𝗲𝗱 𝗯𝘆 

Trailblazer Community groups in: 

📍 South America 

📍 North America 

📍 Europe 

► 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 

🗣️ Intro — Speaker introduction and overview of SurveyVista 

💻 Live Demo — Use cases for data collection with SurveyVista 

❓ Q&A — Delving deeper based on audience feedback 

#FREE SurveyVista #OhanaTrier #AwesomeAdmins 

                                          We ♥️ our customers and want to see you at Dreamforce.At Dreamforce Booth #529, we want to learn how you Get Wiser with Every Customer Touchpoint using SurveyVista. Come visit and:  

• Get a special customer gift.
• Help us spread the word about how you use SurveyVista to Get Wiser with Every Customer Touchpoint, tag our social media.
• Play Survey Quest and enter to win Ray-Ban Meta Smart Glasses.

See you at #529!

The SurveyVista Team 

#FREE SurveyVista #Dreamforce2025 #Dreamforce