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Brijesh Popat (VP at SurveyVista by Ardira) posted in SurveyVista Surveys, Forms, & Checklists
Jan 23, 10:37 AM

 SurveyVista 3.0 is officially GA on the Salesforce AppExchange! 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.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 

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Taylor Houston asked in Nonprofit Hub
Apr 10, 2025, 7:32 PM
Need help using Native Forms App to update Account Record

Hey Folks, 

We are having all of the organizations we work with currently and in the future fill out a partner agreement form. The fields in the form will update the organzation's Account record. I have created the form in the Native Forms App and I am looking to use an "action" to send the form to our partners. When I try creating the action, it says that conditions are required. Does anyone know if there is a standard condition that I need to set up? Do I need for all of my questions/fields be answered? Do I need to create a trigger first for the Account Object? Do I need to create a workflow? I am at a loss. Any help would be great 

#Salesforce Admin #Forms

 

Sincerely, 

Taylor H.

3 answers
  1. Yash Sharma
    Apr 10, 2025, 7:47 PM

    Hi @Taylor Houston

    , Hope this helps -  

     

     

    In Native Forms, when you're setting up an action to send a form, the system typically requires a condition to determine when or to whom the form should be sent. Here’s how you can approach it: 

    1. Condition Requirement: Yes, you’ll need at least one condition set. It doesn’t have to be super complex — something like Account: Record Type equals Partner or Account: Status equals Active can work. This just helps Native Forms know which records to apply the action to.
    2. Do All Fields Need to Be Answered? 

      Not necessarily — unless you’ve marked fields as

      required in your form. The action itself doesn’t depend on whether all fields are filled, just that the condition for triggering the action is met.
    3. Do I Need to Create a Trigger on the Account Object? 

      Not unless you're trying to automate something after the form is submitted (e.g., triggering a flow or updating another object). For just sending the form via action, you shouldn’t need a custom trigger.

    4. Do I Need a Workflow? 

      Again, only if you want to perform something like a follow-up email, task creation, or status change after the form is submitted. It’s optional depending on your process.

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Brijesh Popat (VP at SurveyVista by Ardira) posted in SurveyVista Surveys, Forms, & Checklists
Jun 13, 2024, 8:07 AM

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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Pe Te asked in #Marketing Cloud
Feb 22, 2024, 10:30 AM
Lead field "description" also shows old messages

We have a pardot form with the field "description" which is a free text field for long messages. Once the form is filled out a e-mail notification is send to the assigned user.

 

Problem: In the Mail, the field "description" not only shows the newly put in text, but also all past texts that a user typed on in the past when he filled out the form. If a user fills out the form like 5 times over months/years, the notification gets extremly confusing. The assigned sales person has a hard time figuring out which message is actually the current one.

 

So how do i only show the new message in the field "description" and not including all past ones?

 

#Marketing Cloud  #Forms  #Custom Fields

5 answers
  1. Nobuyuki Watanabe (NAC / FPT Japan Holdings Group) Forum Ambassador
    Feb 22, 2024, 3:31 PM

    It looks like you want to ask a question about Pardot. "#Marketing Cloud" is primarily a place for questions about "Marketing Cloud Engagement", so mention "@* MC Account Engagement (fka Pardot) *" to get answers from Pardot specialists.

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Jerry Suhrstedt (Salesforce Business Analyst at SumoLab) asked in Salesforce Business Analysts
Sep 3, 2023, 9:47 PM
Anyone Have Any Standard/Typical/Commonly Used Salesforce BA Form Templates?

I'm working on putting together some boilerplate Salesforce BA templates.  

 

The typical BA Generalist (non Salesforce) has many forms to choose from... business case, requirements, stakeholder analysis, RFI, project vision document, test case, use case, user stories, gap analysis, etc.

 

Does anyone have a set of Salesforce Business Analyst forms and/or templates available for use?  Or know where there might be a download for templates that I can use as a starting point?

 

Any help is appreciated... thanks!!

 

#Forms #Business Documents

10 answers
  1. Piyusha Pilania (Implementology) Forum Ambassador
    Sep 5, 2023, 4:21 PM

    Thanks @Christine Dakes!

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Andrew Ermon (Consultant at Ermon Consulting) asked in Nonprofit Success Pack
Aug 30, 2023, 9:17 PM
Trigger Handlers for NPSP - Does not exist in Settings

***reposting from another TB group to see if it gets better answers here**

 

Summary of Issue

  • I received an Apex trigger error email when trying to create a lead as a Guest User from my Experience Cloud Site using the OOTB 'Lead Form' component in the Experience Builder.

EMAIL ERROR MESSAGE

npsp.TDTM_Lead : npsp.TDTM_Lead: execution of BeforeInsert caused by: line 33, column 5: Variable does not exist: TDTM_Config_API

 

Troubleshooting steps already taken

Additional context/details

  • I have implemented a 'Create a Lead' Form component in my Experience Cloud Site for Unauthenticated Guest Users. I mapped the required field and some other fields within the component from the Experience Builder.
  • I configured all the necessary S&S / permissions and other setup steps needed, then published the site.
  • We have NPSP installed.
  • The Experience Cloud Site with the Lead From is for Guest Users to create Leads.

#Experience Cloud #Forms #Leads #NPSP #Triggers #NPSP TDTM #TDTM

screenshot_createlead_experiencecloud_backend.jpg
screenshot_createlead_experiencecloud.jpg
2 answers
  1. David Cheng (Idealist Consulting)
    Sep 1, 2023, 11:45 PM

    TDTM_Lead is actually an Apex trigger.  But you are correct, there are no out-of-the-box TDTM handlers for the Lead object.  The TDTM_Config_API class is not a TDTM handler itself, it's more of a dispatcher to the specific TDTM handlers.

     

    It sure feels like an object permissions error, even though you say you've set all the correct permissions.  You should not need to set permissions on the Apex triggers / classes since those are running in system context already.

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Andrew Ermon (Consultant at Ermon Consulting) asked in Nonprofit Hub
Aug 28, 2023, 8:43 PM
Trigger Handlers for NPSP - Does not exist in Settings

Summary of Issue

  • I received an Apex trigger error email when trying to create a lead as a Guest User from my Experience Cloud Site using the OOTB 'Lead Form' component in the Experience Builder.

EMAIL ERROR MESSAGE

npsp.TDTM_Lead : npsp.TDTM_Lead: execution of BeforeInsert caused by: line 33, column 5: Variable does not exist: TDTM_Config_API

 

Troubleshooting steps already taken

Additional context/details

  • I have implemented a 'Create a Lead' Form component in my Experience Cloud Site for Unauthenticated Guest Users. I mapped the required field and some other fields within the component from the Experience Builder.
  • I configured all the necessary S&S / permissions and other setup steps needed, then published the site.
  • We have NPSP installed.
  • The Experience Cloud Site with the Lead From is for Guest Users to create Leads.

#Experience Cloud #Forms #Leads #NPSP

screenshot_createlead_experiencecloud.jpg
screenshot_createlead_experiencecloud_backend.jpg
3 answers
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Sara Graham (Membership Manager at Peer Washington) asked in Nonprofit Success Pack
Mar 21, 2022, 9:58 PM
Looking for a solution: external facing form -> create new objects associated with a contact

Anyone out there know of a solution for external facing forms to create new objects associated with designated contacts?

 

When I first started my org was using Form Assembly but it was unreliable and required entering the 22 digit Contact ID that our volunteers had a lot of trouble with. Currently we're using Smartsheet to collect data on how folks are engaging in our services but the data never gets associated back to the contact in Salesforce.

#forms 

7 answers
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Christina Campo (Principal Consultant at JourneyBerry) asked in * Marketing Cloud Engagement *
Dec 1, 2021, 9:17 PM
Interactive Email users!

I am working to set up our first interactive email. While the process seems a bit daunting at first I am trying to create an intake form for our customers to supply me with the details necessary to build out the email. Have any of you done this with your customers? If so, can you share any resources?

 

#Interactive Email Form #Email Template #Forms

4 answers
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Marian Luisi (CRM Architect at Homeserve) asked in #Formstack Integration
Jul 2, 2021, 6:47 PM
Forms Solution

Need a forms solution for simple external questionnaire on the opportunity. Would like to have answers populate opp fields automatically. We are currently using Google forms and manually uploading. Communities is probably overkill for this. Need to supply a link for those external to the org. Thoughts?

 

#Forms Question  #Forms  #Gravity Forms  #Formstack Integration  #Application Forms  #Sales Cloud

1 answer
  1. Michael Brown (Salesforce) Forum Ambassador
    Jul 4, 2021, 5:48 PM

    Hi Marian, 

     

    You could potentially use Salesforce Surveys for this, or a self service community that uses a flow (this would not incur community licenses). There are also 3rd party Form applications on the appexchange that are great for something like this, such as Form Assembly or Form Stack

     

    Thanks,

    Mikey

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