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

Webinar: The cost of not aligning GTM — and why feedback outside Salesforce is just wrong! Webinar: Register → https://bit. 

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

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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

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🚀 Data Cloud in Action: Real Stories from Datablazers 

 

Unified fan data = courtside magic. With Data Cloud, the Pacers deliver hyper-personalized fan experiences at scale. 

 

👉 Read more about

 Pacers Sports & Entertainment

 

 

These Datablazers are proof: when your data works smarter, so do you. 

 

📊 Got a Data Cloud win to share? Drop it below! 👇

 

 

#Data Cloud #Customer Success

2 comments
  1. Jul 21, 2025, 6:33 PM

    Thanks for your input @Chris Miller! Always great to hear from an avid Datablazer! We're going to be deep diving into A LOT of Data Cloud for Marketing materials soon so stay tuned would definitely love to hear your take on it!  

     

    Oh yeah, I did remember seeing a sportscar on display at DF24 and that was amazing. I bet it was even MORE amazing to meet Matt Kemp. 

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I'm not understanding how we can be using more Customer Community Member and Partner Community Member licenses than we have purchased.   The system won't let me make a contact a Community or Partner user if we have 0 available User License for these two type.  So how can my usage based entitlements show that we're using more than the allowed number of licenses?  My understanding is that these are named users and not login based users.  Can anyone explain this discrepancy for me?

 

Help me understand community license overage

 

User-added image
2 answers
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Hello! I've recently completed the Salesforce Certified Sales Representative Exam Preparation trail, and am looking to improve my knowledge and understanding in the following areas:

-Customer Engagement

-Forecasting

-Customer Success

-Planning

I have identified these as my weakest areas, so any recommended study materials, trails, modules, etc. would be greatly appreciated.

Many thanks!

#Customer Success #Forecasting #Customer Engagement & Service #Account Planning #Demand Planning #Territory Planning #Sales
1 comment
  1. Apr 28, 2025, 8:42 PM
    Looks like pagebreaks are not supported- please forgive these syntactical errors!
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May 2024 Release Now Available!

May 2024 Release Now Available!Key Highlights of SurveyVista May 2024 Release: Sentiment AnalysisWe are bringing the power of AI to SurveyVista to provide a richer understanding of your customers.Key Highlights of SurveyVista May 2024 Release:

 

  • Sentiment Analysis

We are bringing the power of AI to SurveyVista to provide a richer understanding of your customers. Sentiment analysis automatically classifies the text elements of your surveys as positive, negative or neutral. Now you can quickly identify areas of concern or opportunities to encourage advocacy embedded in comments. And even better, sentiment data can be mapped to Salesforce records, making it easy for staff to shape their interactions accordingly.

 

  • New Question Types for Streamlined Data Collection

Make it easier for respondents and improve the quality of data collected with new question types, including full name, phone number, address, and financial details. 

Streamline e-commerce with direct payments within forms and surveys.

 

  • Survey Design Templates

Survey Design Templates streamline the survey creation process, ensuring brand consistency and increasing efficiency.

 

  • Short URL

The Short URL feature makes it easier to share and track short links that reinforce your brand and improve response rates.

 

  • Respondent Source Tracking via URL Parameters

Understand how people respond to your surveys and forms, e.g.email, SMS, WhatsApp, Salesforce Chat, or other channels. Use these insights to craft engagement strategies that improve response rates.

 

  • Side by Side Survey Response Comparison Report

This feature provides insights into how customer feedback has evolved over time.

 

Review : SurveyVista 2.6x 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.
  •  Discover Why Customers are Moving to SurveyVista! Learn why SurveyVista is the ideal solution for Salesforce Data Collection & Feedback Management. Watch a clip from our recent webinar where our customer explains why they switched to SurveyVista and the benefits they've experienced at every step, from data collection to action. Watch the full webinar recording here.

#Surveys #Customer Success #New Releases #Forms #Quiz

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**B2C COMMERCE 1:MANY WEBINAR UPDATE**

Get Started: B2C Commerce: Sorting Rules: 04-June-2024 ; 11:00 AM- 12:00 PM IST for APAC customers.

Please register to attend the webinar and have your questions answered by our Success Specialists.

Registration link: https://cs.salesforce.com/events/7013y000002q69CAAQ

  • In need of one-on-one help & training? Register for the Webinar and sign up for a 1:1 session through the follow-up email.
  • For any questions and queries, feel free to comment under this thread.

#B2CCommerceWebinar#B2CCommerceWebinar #B2C

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Thank you for your ongoing support and valuable feedback that drives SurveyVista platform's continuous improvement. We're thrilled to unveil the SurveyVista June 2023 Release(2.Thank you for your ongoing support and valuable feedback that drives SurveyVista platform's continuous improvement.

 

We're thrilled to unveil the SurveyVista June 2023 Release(2.300x), now available on AppExchange

 

The detailed release notes are available for you at this link.

 

Here are the highlights:

 

  •  Revamped Survey Builder: Experience an Efficient, User-Friendly UI with Enhanced UX & Visual Design.
  • Introducing the 'Formula Question' Type: Seamlessly Perform Calculations for In-Depth Insights.
  • Enhanced Translation Support: Enjoy Simplified Multilingual Survey Creation.
  • Export-Import Translations: Utilize XLSX Format for Seamless Translation Management.
  •  Enhanced Privacy: Welcome the Anonymous Survey Response Feature, Ensuring Complete Participant Confidentiality.
  •  Enhanced 'Draft Status' Survey Testing.
  • Archive / Unarchive / Delete Survey Results: Empower Your Data Storage Management Efforts.
  •  Survey Metrics Across Versions: Access Comprehensive Survey Metrics Data for All Versions.
  •  and More...

#Surveys #Customer Success #New_Release

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Guided Onboarding for Salesforce Platform (APAC: Jun8-Jun28): REGISTER HERE

 

Available to Premier and Signature Success Plan customers

 

Get expert guidance on starting your Salesforce Platform journey.

 

A 4-week guided onboarding program for Salesforce Platform admins. Led by a Salesforce expert who will share how to successfully prepare for, configure, and launch the Salesforce Platform.

 

Learn the hands-on skills you need to be successful with Salesforce and the resources you can lean on after your implementation.

 

*Week 1 (90 Minutes): Set Yourself Up for Success

*Week 2 (90 Minutes): Lightning Configuration and

*Week 3 (90 Minutes): Application Security

*Week 4 (90 Minutes): Automation and Access

 

*Weekly sessions will be the same start time and day of the week as Week 1

 

#salesforceplatformguidedonboarding #Salesforce Platform #Onboarding #Customer Success #Salesforce Developer #Flow #Security #Lightning

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Guided Onboarding for Salesforce Platform (APAC: May11-Jun1): REGISTER HERE

 

Available to Premier and Signature Success Plan customers

 

Get expert guidance on starting your Salesforce Platform journey.

 

A 4-week guided onboarding program for Salesforce Platform admins. Led by a Salesforce expert who will share how to successfully prepare for, configure, and launch the Salesforce Platform.

 

Learn the hands-on skills you need to be successful with Salesforce and the resources you can lean on after your implementation.

 

*Week 1 (90 Minutes): Set Yourself Up for Success

*Week 2 (90 Minutes): Lightning Configuration and

*Week 3 (90 Minutes): Application Security

*Week 4 (90 Minutes): Automation and Access

 

*Weekly sessions will be the same start time and day of the week as Week 1

 

#salesforceplatformguidedonboarding #Salesforce Platform #Onboarding #Customer Success #Salesforce Developer #Flow #Security #Lightning

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