Method 2: Use a survey tool from another company Recommended for: I want to conduct an advanced survey I want to use flexible survey questions and branch questions based on user responses. Advantages You can easily create a survey form With a great UI, you can create forms that are easy to answer. You can set up a thank you page Disadvantages I can't create a survey form in Salesforce When storing survey response data in Salesforce, the storage location is fixed In addition to the tool usage fee, there may be a pay-per-use charge based on the number of surveys and responses.
Design changes may require australia telegram database knowledge of HTML and CSS Method 3: Use Synergy! LEAD Synergy!LEAD is an application that seamlessly integrates with Salesforce, making it easy to start marketing. Since it is an AppExchange application, you can use it just by installing it in your Salesforce environment, so you can have enough time to plan and create content without having to worry about operating and setting up the tool or managing data. You can easily create a survey form by using the "form creation" function provided by Synergy!LEAD.
Method 3: Use Synergy! LEAD Recommended for: I want to conduct a simple survey In addition to surveys, we would like to link information about inquiries and requests for materials to Salesforce. I want to carry out marketing activities using Salesforce Advantages ・You can create survey forms within the Salesforce administration screen . ・You can create survey forms with simple operations and publish them immediately. ・You can specify where to save responses for each form, such as leads, contacts, and custom objects.
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