Best Practices for Storing Survey Responses in Salesforce

This white paper outlines best practices for storing survey responses within Salesforce CRM. It introduces four distinct approaches for organizations to consider when integrating SurveyVista feedback with Salesforce: using standard fields and objects, adding custom fields to standard objects, creating shared custom objects, and establishing dedicated custom objects for each survey use case. Each option is detailed with its advantages and disadvantages, helping organizations assess which method aligns best with their operational needs and Salesforce capabilities. The paper emphasizes the importance of careful planning and a clear vision for feedback programs, noting that effective survey implementation can enhance data security and streamline user access to insights. The document also discusses the implications of each approach on reporting capabilities, user adoption, and data management, ultimately guiding organizations in selecting the most effective strategy for their unique circumstances.