Can I target specific customers for the survey?

Yes, you can select customer segments based on criteria like purchase history or engagement level. DryMerge will target the surveys to the specified segments.

Is it possible to schedule the survey more frequently?

Absolutely. You can choose to send the surveys at intervals such as quarterly or biannually depending on your needs.

Are there any limitations to the types of surveys I can create?

The surveys are limited to the features offered by Salesforce's survey tools. For advanced survey requirements, consult the Salesforce documentation or support.

Who benefits the most from this automation?

Customer success teams and product managers who need to gather and act on customer feedback to improve products and services.

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Salesforce + Schedule by DryMerge

Schedule Annual Customer Satisfaction Surveys in Salesforce

Send annual customer satisfaction surveys through Salesforce to gather valuable feedback. This automation ensures that surveys are sent out consistently, helping you improve products and services based on customer input.

Annual Survey Due

Triggers when an annual survey is due to be sent.

Send Survey Email

Sends a customer satisfaction survey email via Salesforce.

See more Salesforce to Schedule by DryMerge integrations or use AI to customize your automation.

or pick a common variation below

Schedule Monthly Customer Retention Analysis in Salesforce

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Schedule Monthly Customer Follow-Ups in Salesforce

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Schedule Weekly Customer Engagement Summaries in Salesforce

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Schedule annual customer satisfaction surveys in Salesforce"

Schedule annual customer satisfaction surveys in Salesforce

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + Schedule by DryMerge.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Schedule by DryMerge

Schedule and automate repetitive tasks and complex processes. Set up recurring automations, define triggers, and run actions on a predefined schedule.

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