Plug-in
NPS for Salesforce
Connect Salesforce and nps.today
Survey creation & management Send-out, reminders, antispam
Branded NPS, CSAT & CES Customer Pulse surveys
Get this today
nps.today platform features:
Simple and easy survey creation and management
Live feedback app, dashboards and wallboards
Response notifications in Outlook, Teams etc.
CX AI Agent and interactive feedback analysis in BI
Plan and manage P-GAP selfevaluation for employees
Salesforce plugin features:
NPS, CSAT and CES e-mail and SMS surveys triggered from Salesforce
NPS, CSAT and CES embed or pop-up surveys in Salesforce e-mails, messaging/chat and Experience Cloud
Customer Pulse overview in Salesforce
Feedback data inside Salesforce
Response follow up in Salesforce
Pop-up P-GAP selfevaluation for employees inside Salesforce
Turn on Your Salesforce Customer Experience Radar
Connect your nps.today customer experience radar to Salesforce and start to
measure – understand and act after customer interactions or whenever
you need it.
Skip expensive or time-consuming IT-projects to set it up. Your Plug-in to Salesforce will get your there in no time.
And, with nps.today you can extend your Salesforce surveys to any customer
touchpoint, channels and systems across marketing, sales, delivery and
customer service.
Powerful Yet Simple CX Survey Management
Design fully branded surveys in just a few clicks using prebuilt templates for NPS, CSAT, and CES. No need to build your surveys inside complex systems — nps.today makes it easy for anyone to launch, manage, and automate feedback across any customer system.
Close the Loop
UNDERSTAND & ACT
- Notify the right colleagues based on ratings
- Make feedback follow-up tasks and take notes
- Share and follow responses on Live Wallboards
- Share responses and follow your own results in the Feedback App
- Prompt and dive into your feedback with the AI Feedback Assistant
- Analyze and understand feedback with powerful interactive BI
- Add and act on Customer Pulse in your CRM or customer system
Frequently asked questions about nps.today for Salesforce
What is the nps.today Salesforce integration?
nps.today for Salesforce is a CX and survey integration that connects customer feedback with CRM data and workflows. Organisations can trigger NPS, CSAT and CES surveys from Salesforce, synchronise responses back to relevant CRM records and make feedback available to sales and service teams directly inside Salesforce.
Can NPS, CSAT and CES surveys be triggered automatically from Salesforce?
Yes. Surveys can be triggered automatically using Salesforce data, events and Flows. Common triggers include a closed service case, a won opportunity, completed onboarding, a delivery or an upcoming contract renewal. Employees can also initiate a survey manually from a relevant Salesforce record when a customer interaction requires feedback.
Which Salesforce products can the integration work with?
The integration is designed for organisations using Salesforce Sales Cloud, Service Cloud and Marketing Cloud. Feedback can also be collected through Salesforce Messaging, chat and Experience Cloud. The precise setup depends on the Salesforce objects, customer interactions and workflows that the organisation wants to connect to its customer experience programme.
Which channels can be used for Salesforce surveys?
nps.today can send NPS, CSAT and CES surveys by email and SMS following Salesforce events. Surveys can also be embedded in Salesforce emails or used through embedded, pop-up, chat and messaging experiences. The selected channel should match the relevant customer touchpoint and the channel the customer is already using.
Where does customer feedback appear in Salesforce?
Survey responses can be synchronised back to Salesforce and displayed on Contacts and Accounts as well as in reports, dashboards and Customer Pulse views. Employees can access scores, comments and feedback history together with the wider customer context, reducing the need to open a separate feedback platform before taking action.
What is Customer Pulse in Salesforce?
Customer Pulse provides a consolidated view of a customer’s feedback and its development over time. It can bring NPS, CSAT and CES results together on the relevant contact or account, allowing employees to identify changes in the relationship before a meeting, renewal or service interaction. This makes customer feedback useful during everyday customer conversations.
Can feedback be combined with custom Salesforce data?
Yes. Salesforce data such as account owner, segment, region, product, renewal date or contract value can be attached to a survey request. This information can then support filtering, reporting and analysis in nps.today. The attached values generally reflect the Salesforce record at the time the survey request is triggered.
Can follow-up on negative feedback be automated in Salesforce?
Yes. Survey scores, comments and CRM data can be used to send notifications, create follow-up tasks and escalate critical responses to the appropriate employees. Teams can document customer contact and actions so the case can be followed through to resolution. Rules can reflect the severity of the feedback, customer context and responsible department.
How does the integration prevent customers from receiving too many surveys?
The survey programme can use rules and throttling to limit how frequently the same customer is contacted. This is particularly important when several Salesforce events can trigger surveys. Organisations should coordinate triggers across sales, service and marketing to prevent customers from receiving multiple survey invitations after closely related activities.
How does data move between Salesforce and nps.today?
A Salesforce event or Flow sends respondent, campaign and optional contextual data to nps.today, which manages the survey. After the customer responds, the feedback is synchronised back to the selected Salesforce objects. The standard integration supports scheduled periodic synchronisation, while the precise data flow and field mapping are defined during configuration.
What is required to install the Salesforce integration?
The organisation needs an nps.today subscription that includes the Salesforce integration and permission to install the current standard package in Salesforce. A Salesforce administrator will normally configure permissions, credentials, synchronisation options, campaigns and relevant Flows. The setup should be tested in a controlled environment before automated survey distribution is activated.
How much does the nps.today Salesforce integration cost?
The Salesforce plug-in is provided as part of an nps.today solution or as an add-on to relevant plans. The total price depends on survey volume, required modules, integration configuration and implementation. Organisations should request a proposal based on their intended Salesforce workflows, survey channels and user requirements.
NPS for Salesforce - More Features
Ready to get started
Ready to make feedback operational?
See how nps.today helps your team collect feedback,
analyze it with AI and turn insights into follow-up.
- NPS, CSAT & CES surveys
- Dashboards and AI feedback insights
- Automated follow-up workflows
