SurveyVista Surveys, Forms, & Checklists

                  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

New SurveyVista Release: Smarter Surveys, Forms & Data Collection in Salesforce

At SurveyVista, our goal is to help you collect the right data, from the right people, at the right time and turn it into actionable insights that drive results With the 2.90x.y release, we’ve made it even easier to design precise, branded, and secure surveys, forms, checklists, quizzes, and assessments, while improving performance, safeguarding privacy, and expanding how you connect with respondents 

•  Design with More Precision & Control

Ensure your surveys capture the right data without clutter or duplication. 

1. Fine-tune access with Response Visibility Controls and streamlined pick-lists. 
2. Reduce noise/duplicates by setting Minimum Days Between Responses. 
3. Control the journey with section-level logic show or skip entire sections based on previous answers and/or Salesforce data.

• Deliver a Better Respondent Experience

Increase completion rates with fast, intuitive, and secure interactions. 

1. Lightning File Uploads for guest users - up to 2GB. 
2. Protect against spam with Google reCAPTCHA v2 & v3. 
3. Optimized Embedded Surveys for faster load and better visuals.

• Streamline Reviews & Approvals

Move faster from response to decision. 

1. Checklist Surveys for Reviewers to capture structured, actionable feedback. 
2. Reassign or delegate surveys quickly to the right stakeholder.

• Boost Engagement with New Integrations

Reach people where they already work. 

1. Slack Notifications & Alerts for instant updates. 
2. SendGrid Distribution for large-scale survey sends without limits.

• Take Control of Data Access & Privacy

Safeguard sensitive information while staying compliant. 

1. Protect confidentiality with Response Privacy Settings to mask sensitive data.

Review:  SurveyVista 2.90x.y Release Notes

To help you upgrade to the latest version of SurveyVista, please refer to the 'How to Upgrade SurveyVista Version' knowledge base for detailed instructions. 

If you have any questions or need support, we're here to help! Contact us anytime at Support@SurveyVista.com

#New_Release #FREE SurveyVista #Surveys #Customer Success #VoC

[Webinar] How TED Transformed Its Global Event Feedback Program with SurveyVista 

How do you collect feedback across thousands of global events while ensuring privacy, accessibility, and real-time insights?  

Join us for an exclusive live webinar to learn how TED revolutionized post-event feedback for TEDx using SurveyVista, the 100% native Salesforce solution for surveys and forms.  

Webinar details:  

Date:  Aug 19, 2025  

Time: 9am PDT/6pm CEST  

Register here: https://bit.ly/webinar-1908-email-tbsvgrp

In this session, the TED team will share how they:

• Automated feedback across thousands of TEDx events using Salesforce Flows
• Protected attendee privacy with PII-safe dashboards
• Empowered local organizers with real-time NPS dashboards
• Improved operational efficiency - with zero extra overhead

Speakers: 

• Katelyn Montanese, Senior Director Of Licensing and Network Insights, TEDx at TED Conferences
• Brad Sheridan, Licensing Coordinator, TEDx at TED Conferences
• Rajesh Unadkat, CEO/Founder, SurveyVista   Whether you run global events or manage distributed teams, this is a must-attend session to learn how to scale feedback, securely and efficiently. #TEDx #Salesforce Surveys #Salesforcetips #Datamangement #FREE SurveyVista #Native Application