Do you want to increase user adoption? Curious about what new tools and features your team needs? Stop guessing about how satisfied your Salesforce users are and use survey data to drive your Salesforce roadmap. Target your survey participants at any stage in the journey using rules and Customer Lifecycle Maps.Īdmins take note: This tool also works within your org. You can schedule surveys, notify participants, view results, and automate activities in a survey lifecycle with defined flow actions.

However, you can clone a well-designed survey so less technical resources can easily re-configure it to meet any survey need. Implementing this feature will require a relatively high level of technical Salesforce experience. Salesforce knows this and now offers a tool to provide valuable survey information through an integrated solution. Salesforce Surveys provides a new way to get the information you need and saves the results in account and contact records. Salesforce SurveysĬustomer feedback plays an essential role in any strategic planning process. Companies that quickly and accurately collect valuable data and insights will pivot faster and crush the competition. Plan for more of these vertically-focused solutions in subsequent major releases. More industry-specific solutions like Branch Management for Financial Services Cloud and Rebate Management for Manufacturing Cloud are also available now. Three new Industry upgrades really stood out to us. Loyalty Management, featuring tools to build intelligent B2B and B2C loyalty programs, is now available across any vertical. Salesforce continues to pour some serious R&D into their Industry platform, and this release is massive due to the volume of new and dedicated industry solutions. We could write pages just on this part of the release but will keep it brief. In this blog, I will highlight the top Spring ’21 features that have the potential to deliver outstanding improvements. If your Salesforce team struggles to keep up with the expanse of this never-ending innovation cycle, consider these top features first for a maximum return on investment.

Salesforce’s ’21 Spring major release is now available to all Salesforce customers. This one has plenty of features for every type of customer, cloud, and industry. These seasonal releases aim to keep your company in peak form – but they also can be overwhelmingly complex. Chris Job – Senior Analyst, Global SaaS Support Services

Salesforce spring 21 critical updates