AutoSurvey · surveys that run inside Salesforce
Survey answers, straight onto your Salesforce records.
AutoSurvey lets you create, send and run surveys inside Salesforce. It writes the answers and scores you choose to the Lead, Contact, Case or custom record your team already uses. No connector. No second tool.
Real product, sample data · 60 seconds, with captions. A customer answers a short survey about their support case. The score, the answer and the comment land in fields on that Case. Then a record-triggered Flow, built by the admin, opens a follow-up Task because the score is low.
One survey answer, on the record it is about
An example with sample data. A customer answers a survey about their support case. The rating and the score land on that Case.
1 · The customer answers
AutoSurvey scores the response, then writes the fields you mapped.
2 · The Case shows it
Your team sees it where they work.
Reports, list views and record-triggered Flows can use the field. For example, a Flow can open a follow-up task when a score is low.
You choose what is written.
The survey author picks each field. AutoSurvey refuses a field that the author cannot edit.
A failed write never loses a response.
If a validation rule blocks the write, the response stays saved. The submission shows the result and the reason.
See it with a survey you already use
Reply to the email that brought you here with the link to one form or survey. We import it into AutoSurvey, map the answers to your Salesforce fields, and send you a copy to try.
No survey to hand? Reply “yes” and we send you a sample survey that writes to a record. You do not need a call.
Reply to Erik’s email, or use either button to start a new email to him.
Create, send, score and follow up in Salesforce
Create or import
Describe a survey, paste your questions, or bring one from another tool.
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Send or share
Send invitations from a Campaign or a Flow, or share a public link.
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Collect and report
Each response is a Salesforce record in your org. Report on it with native Salesforce reports.
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Score and follow up
The score is calculated on arrival. Your Flow can act on a low or a high score.
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You work with me
Erik Rogers, founder and lead engineer, Mindshare Studio
I’ve worked as a Salesforce developer and architect since 2008. I built AutoSurvey myself, from start to finish. AutoSurvey is a managed package, and your survey data stays in your Salesforce org.
For Salesforce admins: how the mapping works The setup steps, and what it does and does not do.
How it works
- 1A survey runs for one Salesforce record, for example from an invitation, a record page or a Flow. AutoSurvey stores that record on the submission, on the server.
- 2In the survey settings, the author adds a mapping row. Each row has a source (a question or a score), the object it is written to, and the field.
- 3The author saves. AutoSurvey checks each row and refuses a field that the author cannot edit.
- 4The author releases the survey. The mapping is frozen with that release.
- 5A respondent submits. AutoSurvey calculates the score first, then writes the mapped values to the record.
- 6AutoSurvey records the result on the submission: Succeeded, Partial or Failed, with the reason and the time.
What it does
- Writes answers and the score to fields on a Lead, Contact, Case or custom object record.
- Converts each answer to the field type, with the same rules as the flat reporting object.
- Works for each way a survey finishes: the survey page, the Flow runtime and campaign sends.
- Builds a flat reporting object for each survey, with one row for each response, updated after each save.
- Gives 11 Flow actions, such as Start Survey, Submit Survey, Get Answer, Get Score, Prefill Answers, Evaluate Route and Send AutoSurvey Invitation.
- Includes three Flow templates for follow-up: a task and an owner alert for a low score, a recovery case, and a review request for a high score. An admin activates and adjusts them.
What it does not do
- Does not find a record from an answer. A typed email address does not choose the record.
- Writes only to the one record the survey runs for.
- Does not write the responses of a screened-out respondent.
- Does not write to users, permissions or AutoSurvey’s own objects, or to system fields such as owner and record type.
- Skips formula, roll-up and auto-number fields.
- Does not go around your validation rules or required fields. A blocked write is recorded on the submission.
- Does not apply a mapping change to a released survey until you release it again.
- Needs a one-time sign-in setup in your org before it can build the flat reporting object.
- Prefills only text, number, yes/no and single-choice questions with the Prefill Answers action.
More detail: AutoSurvey documentation · Security
Send us one survey. Get it back on your Salesforce records.
Reply to our email with a link, or write to Erik. We import it, map it, and send you a copy to try.