NPS and CSAT Surveys for Salesforce
Turn every customer interaction in Salesforce into an opportunity to listen and improve. Send email surveys for Salesforce that capture NPS, CSAT, and CES scores automatically – no coding, no external tools. Install in minutes.
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Unlock Real-Time CX Intelligence
CX Cards integrates natively with Salesforce, offering AppExchange-listed automation that empowers your team to send dynamic, branded surveys triggered by key CRM lifecycle events. Quickly capture voice-of-the-customer insights and take immediate action — all without writing code.
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No-Code Setup, Real-Time Results
Deploy CX Cards and email surveys in just minutes. Use Salesforce Flow or Process Builder to set up automation rules and start collecting feedback instantly. Survey responses sync directly with standard or custom Salesforce objects.
Smart Survey Automation
Send email NPS, CSAT or CES surveys automatically at pivotal moments like case resolution or field job completion to collect timely customer sentiment.
Flow-Based Logic with Zero Code
Configure when, how, and to whom surveys are sent using intuitive Flow or Process Builder tools.
Targeted Outreach by Role or Record
Use record-level logic to survey specific contacts, accounts, or internal users based on criteria such as status, priority, or business unit.
Native Salesforce Integration
Survey results auto-update fields, launch Flows, trigger email alerts, and are logged in related Salesforce records for context and traceability.
CX Sidebar Dashboard – Full Customer Feedback Context in One View
CX Cards offers a unique sidebar experience within Salesforce, giving teams a 360° view of customer sentiment over time. With one click, you can:
Review all past feedback from an individual contact, account, or case
Track satisfaction trends by customer, team, or service line
Provide reps and managers with immediate visibility into historical CX performance
Monitor experience metrics in real time across the org
Build dashboards and performance reports using standard Salesforce tools
Whether you’re responding to a single issue or managing organization-wide satisfaction trends, CX Cards consolidates the entire customer experience—right inside your CRM.
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Real-Time Feedback Automation at Key Moments
Timely Surveys at Lifecycle Milestones
Send surveys when cases are closed, service visits end, or key statuses change.
Precise Flow-Based Timing
Ensure feedback is requested at the right moment with detailed logic in Flow or the conditions builder.
Laser-Focused Survey Targeting
Use Salesforce record data to determine exactly who receives which survey.
Track Experience Performance Over Time
Visualize satisfaction trends and CX health by using Salesforce-native reporting.
Launch NPS & CSAT Email Surveys Instantly
Use NPS & CSAT scores to:
Review all past feedback from an individual contact, account, or case
Track satisfaction trends by customer, team, or service line
Provide reps and managers with immediate visibility into historical CX performance
Monitor experience metrics in real time across the org
Build dashboards and performance reports using standard Salesforce tools
Install & try for FREE
Tailored Surveys with Dynamic Merge Fields
Maximize relevance with personalized surveys using Salesforce merge fields like {!Contact.FirstName}, {!Case.Subject}, or {!WorkOrder.Status}.
Embed these into:
Email templates and intro messages
Hidden metadata fields for tracking
Survey content that feels contextually aware
Works across Lightning templates, Classic email sends, and automated Flow emails.
Popular Use Cases
Measure Customer Satisfaction
Track and analyze NPS and CSAT post-interaction with Service Cloud or Field Service.
Evaluate Support Performance
Gauge agent effectiveness by surveying after each case resolution.
Drive CRM Actions Based on Results
Auto-create tasks, update statuses, or route alerts based on survey outcomes.
Gather Feedback Post Field Visits
Send surveys automatically after work orders close to evaluate field rep performance.
Improve the Customer Journey
Collect feedback during onboarding, renewal, or service workflows to iterate effectively.
Surveys as CRM Triggers
Let customer sentiment data power Salesforce workflows, including updates and case creation.
Instant Routing for Negative Feedback
Push alerts or escalation cases to managers when scores fall below threshold.
Full Feedback Visibility in Reports & Dashboards
Empower service managers to see trends using Salesforce-native analytics.
Centralized Survey Data
Keep all feedback securely inside Salesforce for streamlined analysis and compliance.
Enterprise-Grade Security & Compliance
CX Cards is built with data protection and privacy at its core. Whether you’re collecting NPS, CSAT, or CES responses, all data is processed securely and stored in line with industry best practices. We support:
Secure transmission and encryption of survey data
OAuth secure integration and role-based access controls to restrict visibility appropriately
Compliance-ready architecture designed to meet global data protection standards
Audit-friendly logging for transparency and traceability
Your customer feedback stays protected—ensuring you meet internal, industry, and regulatory compliance expectations.
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Try CX Cards for Salesforce Now
- Free Trial – Test drive CX automation in your Salesforce sandbox or production org.
- Fast Setup – Install from AppExchange and configure in under an hour.
- Boost CRM Outcomes – Let real-time feedback power your Salesforce workflows.
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