Looking for ways to cut friction in your CRM workflows?
Our new blog covers how AppExchange apps help you:
- Replace manual tasks with automation
- Sync data across tools & teams
- Add features your Salesforce org lacks out‑of‑the‑box
Explore our top picks and build a smarter Salesforce stack — no heavy dev needed.
🔗 https://www.hdwebsoft.com/blog/what-is-appexchange-in-salesforce-top-apps-expert-picks.html
#Salesforce #AppExchange #CRMtools #BusinessEfficiency #HDWEBSOFT
📢 Salesforce révoque les tokens des applications Gainsight après activité suspecte et possible accès non autorisé
📝 Selon une communication de Salesforce, une **activité inhabituelle** a été détectée impli...
📖 cyberveille : https://cyberveille.ch/posts/2025-11-21-salesforce-revoque-les-tokens-des-applications-gainsight-apres-activite-suspecte-et-possible-acces-non-autorise/
🌐 source : https://status.salesforce.com/generalmessages/20000233
#AppExchange #Gainsight #Cyberveille
Looking to supercharge your Salesforce ecosystem? 🌟 Explore AppExchange in Salesforce — from top apps to strategic benefits — and learn how to select the right solutions for your business.
Full guide: https://www.hdwebsoft.com/blog/what-is-appexchange-in-salesforce-top-apps-expert-picks.html
How to Quickly Build a Salesforce-Native Satisfaction Survey Using SurveyVista
SurveyVista by Ardira is a Salesforce native survey solution that allows you to design, distribute, and analyze surveys directly within your Salesforce org. Unlike external survey tools that require complex integrations or third-party data syncs, SurveyVista keeps everything in-platform. This gives admins and business users a secure, streamlined way to capture feedback without leaving Salesforce.
🚨 Use case: Build a satisfaction survey to measure CSAT and NPS, accept free-form responses in addition to scores, and attach them to records in Salesforce for visibility, action and reporting purposes.Why Salesforce-Native Matters
Many survey tools rely on connectors, middleware, or APIs to bring data back into Salesforce. While this approach works, it introduces several challenges. Data leaving Salesforce and traveling across external systems creates additional security risks. It also increases integration overhead by requiring ongoing maintenance, troubleshooting, and vendor updates. On top of that, responses may not be available in real time inside Salesforce, which can slow down reporting and automation.
SurveyVista avoids these issues because it is 100% Salesforce native. Data never leaves your org and remains protected under the Salesforce trust framework, giving you stronger security. Responses are available instantly, making them immediately usable for reporting, flows, and automation. Since no external integration is required, admin overhead is reduced and your tech stack stays simple.
SurveyVista Install and Preparation
SurveyVista is an AppExchange solution. You can head over to the AppExchange and install the free/trial version of SurveyVista in your Org. Get it HERE.
Once you install the AppExchange package you can go to the lightning page and finish up your configuration there. The required steps are fairly simple and they relate to publishing a digital experience site where the surveys will be hosted. There are a few steps that require you to copy and paste code into the Developer Console and execute them. You should also check on the digital experience builder whether your digital experience site requires login or not. If you are going to host the survey publicly and accept anonymous responses, then your digital experience site needs to be made public.
You will also find on this page an option to download templates and examples. I find the template that includes all UI components very useful, because it quickly shows you what is possible.
You can start your survey from scratch or from a template.
Build
I decided to build a 5-question CSAT and NPS form. One question will accept the NPS score, while the last question will accept free-form text for open feedback.
The form structure is as follows:
Customer Satisfaction Survey
Q1. How satisfied are you with your overall experience?
Very satisfied / Satisfied / Neutral / Dissatisfied / Very dissatisfied
Q2. How would you rate the quality of our product/service?
Excellent / Good / Fair / Poor
Q3. How likely are you to recommend us to a friend or colleague?
NPS scale (0-10)
Q4. How responsive have we been to your questions or concerns?
Extremely responsive / Very responsive / Somewhat responsive / Not so responsive / Not at all responsive
Q5. Please share any additional feedback or suggestions you may have.
Paragraph (free-form text)
SurveyVista offers ready components for you to add these inputs on your form. The customization options seem virtually limitless. Branding your survey is easy.
You can also customize your “Thank You” landing page and provide links on that page, as well.
Once you complete your design, you add the digital experience site to your survey and publish it. SurveyVista produces two links for your Survey form. One can be used for internal users, the other one for external users. You can send this link to your audience anytime on any channel, either manually or automatically.
Result
Here is the resulting form.
The beauty of SurveyVista is that the response is recorded in your Salesforce Org as an object record. You can trigger automation when the record is created, and relate this record to any record(s) you want in your Salesforce Org.
You can use the reports and dashboards SurveyVista package gives you, or set up your own reports and dashboards in Salesforce. In addition to relating to records, you can use response mapping features to automate creating and/or updating Salesforce standard or custom object records.
Overview of SurveyVista Features and Use Cases
SurveyVista includes a survey builder that lives entirely in Salesforce, allowing you to create surveys with customizable questions, logic, and branding. Responses are stored directly in Salesforce records through a native data model, eliminating the need for external syncs or integrations.
Because the tool is built on Salesforce, responses can trigger Flows, Approvals, or Processes automatically. You can also analyze results using standard Salesforce Reports and Dashboards, and distribute surveys securely through Salesforce email, Experience Cloud, or custom links.
One important note is that SurveyVista can handle both authenticated and unauthenticated respondents. If you want to collect responses from external participants who do not have a Salesforce login, you can do so through public or personalized links. For authenticated external respondents, such as community users who log in through a Salesforce Digital Experience site, additional Salesforce licensing may be required.
Use Cases:
Why Choose SurveyVista?
If your team values security, speed, and simplicity, SurveyVista gives you a native first alternative to tools like Qualtrics or SurveyMonkey. Because everything lives in Salesforce, you avoid integration headaches and keep sensitive data where it belongs, under your org’s security umbrella.
SurveyVista keeps all survey responses inside Salesforce, giving you real time insights that combine feedback data with your existing customer CRM data, so you can take immediate action without waiting on integrations or external syncs.
SurveyVista Pricing: What It Costs and What You Get
SurveyVista is priced on an annual, org-wide basis, with plans starting at US $2,999 per year for smaller organizations. This gives you full access to a Salesforce-native survey solution without the overhead of integrating an external system.
There is also a Free Edition that includes core survey builder functionality. The free version comes with certain limitations, such as restrictions on how respondents access the survey, but it is a good way to explore the product and test it out inside your Salesforce environment.
Paid tiers begin at around $2,999 per year and scale up depending on your organization’s size and requirements. Larger organizations or those needing more advanced features can expect higher-tier plans in the range of $5,499 per year or more. For enterprise needs, Ardira offers custom pricing tailored to the scope of your surveys and the scale of your Salesforce org.
SurveyVista also supports a free trial of its paid tiers, so you can evaluate the tool before committing. See more pricing details on their website HERE.
Conclusion
SurveyVista makes collecting and acting on feedback simple, secure, and Salesforce native. Whether you’re measuring customer satisfaction, running employee surveys, or embedding forms into business processes, everything stays inside your org, where it’s accessible in real time, protected by Salesforce security, and ready to power automation. With flexible pricing, a free edition to get started, and an intuitive builder that lives in Salesforce, SurveyVista is an accessible solution for any team that wants actionable insights without integration headaches. Try it today at the Ardira website to see how easily you can bring surveys into Salesforce!
This post was sponsored by SurveyVista by Ardira.
#Adrira #AppExchange #SaleforceTutorials #Salesforce #SalesforceAdmins #SalesforceDevelopers #SurveyVista
Hire Salesforce AppExchange Consultants
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🔓 Unlocking the Power of API Layers for Scalable Product Growth 💪
😎 Clip from discussion with @imchikachirag , CEO @satrangtech , an ISV partner.
😎 The full podcast will premier on 🔗 https://linktr.ee/tags_podcast
💸 How can Salesforce ISVs use tiered pricing and multi-year contracts?
😎 Clip from discussion with Chirag Mehta, Founder Satrang Technologies, an ISV partner with multiple paid apps on AppExchange.
😎 The full Video podcast will premier soon on 🔗 https://linktr.ee/tags_podcast
🔆 An educative conversation with "Shailendra Singh" for #Salesforce ISVs is live on YouTube.
🔗 Watch the full podcast here - https://www.youtube.com/watch?v=z5HU8FX8oCU
🔗 Watch other podcast episodes - https://linktr.ee/tags_podcast
🛟 Strategy - Free vs Paid AppExchange Support 🧐
💬 In conversation with Shailendra Singh, ISV & Founder of #Salesforce #AppExchange App - "Astonous Ship"
📢 The podcast will premier soon on 🔗 https://linktr.ee/tags_podcast
💿 App link - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FYgfoUAD
#startups #isvs
🦋 Decoding the power💪 of manifestation ✨
💬 In conversation with Shailendra Singh, ISV Partner and Founder of #Salesforce #AppExchange App - "Astonous Ship"
📢 The full Video podcast will premier soon on 🔗 https://linktr.ee/tags_podcast
💿 Learn more about Astonous Ship app - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FYgfoUAD
#startups #isvs #manifestation
💡 No customer wants to learn your #AppExchange app ✨
💬 In conversation with Shailendra, founder "Astonous Ship" App.
😎 The full Video podcast will premier soon on:
🔗 https://www.youtube.com/@abhinavguptas/
🔗 https://podcasters.spotify.com/pod/show/abhinavguptas
💡 No customer wants to learn your #AppExchange app ✨
💬 In conversation with Shailendra, founder "Astonous Ship" App.
😎 The full Video podcast will premier soon on:
🔗 https://www.youtube.com/@abhinavguptas/
🔗 https://podcasters.spotify.com/pod/show/abhinavguptas
📢 Full Episode "Live" now on Youtube & Spotify ✨
🎧 Learn abt the Salesforce Startup Program & Singapore 🇸🇬 expansion from Sanket Atal 😎
🔗 Youtube - https://www.youtube.com/watch?v=jg-FYG_vq-Q
🔗 Spotify - https://podcasters.spotify.com/pod/show/abhinavguptas/episodes/Exploring-Salesforce-Startup-Program-with-Sanket-Atal-and-Ankit-Arora-e2h9t9e
🏆 My team won global #AppExchange Demo Jam at #WITDreamin23 for Chrome Extension "#Salesforce Tool Suite" #DreamComeTrue 💭
🎉 Delighted to find an opportunity yesterday to celebrate the Demo Jam Trophy with our team.
🙏🏼 Thanks to our team and 11K customers
@salesforce AppExchange
In the ever-evolving landscape of business technology, having a robust and scalable application is crucial for companies looking to stay ahead of the curve. Salesforce, a global leader in cloud-based CRM solutions, offers a unique marketplace known as the AppExchange.
To learn more visit :
https://perigeon.com/powering-growth-the-compelling-reasons-to-launch-your-app-on-salesforce-appexchange/
#SalesforceMagic #InnovationHub #TechRevolution #DigitalTransformation #FutureForward #salesfore #salesforcepartner #createpossiblities #appexchange
So happy to have Lynnea on board!
---
RT @10Kview
We're proud to announce Lynnea Gibbs as our first VP of Alliances! Read on for a Q&A with Lynnea and why she is the ideal person to bring our partner alliances program to life.
#salesforce #salesforcepartner #appexchange
https://10kview.com/meet-lynnea-gibbs-10ks-new-vp-of-alliances/
https://twitter.com/10Kview/status/1628808279051624450
今日は非営業日ということもあり、隙間時間を使って、
#Salesforce 第二世代管理パッケージ（2GP）によるアプリ作成をおこないました。
これは、Salesforce #AppExchange アプリ開発の素振りでもあります。
Dev Hub や Scratch Org に初めて真面目に取り組みました。
(それまではTrailhead や更新試験くらいでしか触っていないの)
Dev Hub、Scratch Org、そして 2GP 、印象良いです。
うまく使いこなして生産性アップしたいですの。
#DevHub #ScratchOrg
Declarative Lookup Summaries is a BSD licensed tool that will roll data up from child objects to parent records for you.
There are closed source and paid competitors but this is open and freely available to be edited unlike the #AppExchange clones.
If you are struggling with Salesforce imposed limits or want to summarize text fields onto parent object/records this tool can do it. If you need to report on Account Teams - this can roll those people up to the Account.
