The deepest feedback integration for Salesforce
Live in minutes
70+ Integrations
No extra tools for most setups
Connected to Salesforce in 30 minutes
Connect
Authenticate via OAuth; a report sync pulls Salesforce contacts into your survey audience.
Configure
Embed surveys across Service Cloud, messaging, and campaigns, or trigger them via Flow.
See results
Responses store as a custom object linked to contact, case, and account; report in both.
Integrating Simplesat with
Salesforce
Why Salesforce teams add Simplesat
Salesforce is your system of record; Simplesat makes satisfaction part of it.
Surveys triggered by Salesforce
Case, chat, and campaign surveys arrive with full contact, account, and case context.
Feedback lives in Salesforce
Scores sync to custom fields, notes post to cases, and a custom object stores it all.
CSAT by account, owner, and pipeline
Build any report in Salesforce, or use Simplesat dashboards and leaderboards.
Everything the integration does
The Salesforce integration spans the full feedback lifecycle, collecting surveys, syncing native responses, sharing scores across teams.
Add a survey to any campaign, or email and seamlessly send to your entire list at once. Dynamic fields within the survey embed identify each response. Set up and send a quarterly NPS campaign within minutes.
Show a survey the moment a chat ends: as the post-chat page in Salesforce Chat, or as an in-widget popup in Messaging for In-App and Web, with case, contact, and agent attribution pulled from the live session.
Sync responses to a custom Salesforce object and relate them to contacts, accounts, and cases. Feedback becomes reportable Salesforce data your RevOps team can actually use.
Contacts sync from your platform to Simplesat automatically. Lists, segments, and reporting stay accurate with zero CSV wrangling.
Every survey response arrives enriched with ticket, conversation, or case context like ID, subject, priority, assignee, requester, and custom fields. Analyze satisfaction data using the attributes already tracked in your support platform, without manual tagging.
Customer feedback posts back as an internal note to the original ticket or conversation. Agents see their feedback immediately without leaving their queue, and managers get context during reviews and reports.
Feedback can be actioned immediately by creating a ticket in your helpdesk. Close the loop with unhappy customers before they churn, and make sure the positively engaged customers hear back too!
Each contact's record carries their latest CSAT, NPS, and sentiment, visible to anyone who opens it and usable in any segment, view, or automation you build on top.
All related feedback information syncs to custom fields in your helpdesk, accessible directly where the data can be made useful.
What you need
Salesforce
plan:
Salesforce Enterprise or higher recommended
Simplesat plan:
Pro or higher
Permissions:
Salesforce admin (custom objects, Flow, CORS)
Setup time:
30–60 minutes
Salesforce is the world's leading CRM, used by 150,000+ organizations to run sales, service, and marketing in one place.
Simplesat adds CSAT, NPS, and 5-star surveys from case closures, chat, messaging, and campaigns, then syncs responses to a custom object linked to contacts, accounts, and cases. Flow actions trigger surveys from events, and you can report in Salesforce or Simplesat.
Works with your whole stack
Frequently asked questions
How does the Salesforce integration actually work?
Connect Salesforce and feedback flows both ways: contacts sync daily from any Salesforce report, responses write back to case and contact fields, and feedback can create follow-up tasks automatically. You can store responses as custom Salesforce objects and report on feedback right alongside your revenue data.
Can I survey customers in Salesforce chat and messaging?
Yes. Show a survey on the post-chat page or inside the messaging widget itself - with the case, contact, and agent attached automatically from the live session. Our team helps with the setup.
Which Simplesat plan includes the Salesforce integration?
Salesforce starts on the Pro plan. It typically involves custom objects, field mapping, and deeper setup than our one-click integrations, so our team works with you on the configuration. Everything else stays the same: billed on responses, unlimited team members.
Do my agents need a Simplesat login?
No. Customer ratings land right on the ticket in your helpdesk, so agents see their feedback without logging into Simplesat at all. Only the people who build surveys, dashboards, and reports - your admins and managers - need a seat.
Can I delay surveys until an issue is really resolved, and prevent over-surveying?
Yes. Set a delay so surveys send only after the conversation is truly resolved, matched to your reopen window. Suppression rules stop anyone from being surveyed too often, and you can exclude topics, inboxes, or tags entirely.
Can customers answer with one click in the email?
Yes. The first click in the email records the rating instantly, even if the customer never opens the follow-up page. Anything they add after that, comments or extra answers, enriches the same response.
How do I switch from Delighted or another survey tool?
Import your historical feedback, scores and comments included, with a simple CSV import, so your trend lines stay intact. Most teams handle it themselves in minutes, and our team is happy to assist with more complex migrations. You can run Simplesat in parallel with your current tool until you're ready to switch.
Can customers leave reviews on Google or Trustpilot?
Yes. Thank-you pages can invite customers to share their experience on Google, Trustpilot, or another review site you choose. You control which surveys include the invitation and how it's presented.
