Automate NPS and CSAT Feedback Inside Salesforce

Deliver personalized, real-time customer surveys—NPS, CSAT, and CES—through seamless automation in Salesforce Service Cloud and Field Service. Designed for organizations seeking a powerful alternative to Salesforce Feedback Management.

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CX Cards integrates natively with Salesforce, offering AppExchange-listed automation that empowers your team to send dynamic, branded surveys triggered by key CRM lifecycle events. Quickly capture voice-of-the-customer insights and take immediate action—all without writing code.

No-Code Setup, Real-Time Results

Deploy CX Cards and email surveys in just minutes. Use Salesforce Flow or Process Builder to set up automation rules and start collecting feedback instantly. Survey responses sync directly with standard or custom Salesforce objects.

Core Capabilities

Smart Survey Automation

Send email NPS, CSAT or CES surveys automatically at pivotal moments like case resolution or field job completion to collect timely customer sentiment.

Flow-Based Logic with Zero Code

Configure when, how, and to whom surveys are sent using intuitive Flow or Process Builder tools.

Targeted Outreach by Role or Record

Use record-level logic to survey specific contacts, accounts, or internal users based on criteria such as status, priority, or business unit.

Native Salesforce Integration

Survey results auto-update fields, launch Flows, trigger email alerts, and are logged in related Salesforce records for context and traceability.

CX Sidebar Dashboard – Full Customer Feedback Context in One View

CX Cards offers a unique sidebar experience within Salesforce, giving teams a 360° view of customer sentiment over time. With one click, you can:

Review all past feedback from an individual contact, account, or case
Track satisfaction trends by customer, team, or service line
Provide reps and managers with immediate visibility into historical CX performance
Monitor experience metrics in real time across the org
Build dashboards and performance reports using standard Salesforce tools

Whether you’re responding to a single issue or managing organization-wide satisfaction trends, CX Cards consolidates the entire customer experience—right inside your CRM.

How CX Cards Works in Salesforce

CX Cards uses native tools and logic to automate survey workflows and insights:

Monitor Activity

Monitor CRM activity like case updates or work order completions
Trigger Surveys

Trigger branded email, SMS, or in-app surveys through Flow or the Survey Builder
Link Responses

Attach responses to records like Contacts, Accounts, and Cases
Real-Time Reporting

Generate Salesforce dashboards and reports from real-time data
Feedback Alerts

Create alerts or tasks based on feedback (e.g., low NPS)
Automated Follow-Ups

Automate follow-ups, create new cases or escalate based on survey sentiment

Real-Time Feedback Automation at Key Moments

Timely Surveys at Lifecycle Milestones

Send surveys when cases are closed, service visits end, or key statuses change.

Precise Flow-Based Timing

Ensure feedback is requested at the right moment with detailed logic in Flow or the conditions builder.

Laser-Focused Survey Targeting

Use Salesforce record data to determine exactly who receives which survey.

Track Experience Performance Over Time

Visualize satisfaction trends and CX health by using Salesforce-native reporting.

Launch NPS & CSAT Surveys Instantly

CX Cards ensures your survey data is protected, meeting industry-leading security and compliance standards.

Use scores to:

Update customer records
Trigger follow-ups
Enhance case workflows or initiate escalation protocols

Tailored Surveys with Dynamic Merge Fields

Maximize relevance with personalized surveys using Salesforce merge fields like {!Contact.FirstName}, {!Case.Subject}, or {!WorkOrder.Status}.

Embed these into:

Email templates and intro messages
Hidden metadata fields for tracking
Survey content that feels contextually aware

Works across Lightning templates, Classic email sends, and automated Flow emails.

Popular Use Cases

Measure Customer Satisfaction

Track and analyze NPS and CSAT post-interaction with Service Cloud or Field Service.

Evaluate Support Performance

Gauge agent effectiveness by surveying after each case resolution.

Gather Feedback Post Field Visits

Send surveys automatically after work orders close to evaluate field rep performance.

Improve the Customer Journey

Collect feedback during onboarding, renewal, or service workflows to iterate effectively.

Drive CRM Actions Based on Results

Auto-create tasks, update statuses, or route alerts based on survey outcomes.

Data-Driven Automation & Insights

Surveys as CRM Triggers

Let customer sentiment data power Salesforce workflows, including updates and case creation.

Instant Routing for Negative Feedback

Push alerts or escalation cases to managers when scores fall below threshold.

Full Feedback Visibility in Reports & Dashboards

Empower service managers to see trends using Salesforce-native analytics.

Centralized Survey Data

Keep all feedback securely inside Salesforce for streamlined analysis and compliance.

Enterprise-Grade Security & Compliance

CX Cards is built with data protection and privacy at its core. Whether you’re collecting NPS, CSAT, or CES responses, all data is processed securely and stored in line with industry best practices. We support:

Secure transmission and encryption of survey data
OAuth secure integration and role-based access controls to restrict visibility appropriately
Compliance-ready architecture designed to meet global data protection standards
Audit-friendly logging for transparency and traceability

Your customer feedback stays protected—ensuring you meet internal, industry, and regulatory compliance expectations.

Try CX Cards for Salesforce Now

Free Trial – Test drive CX automation in your Salesforce sandbox or production org.
Fast Setup – Install from AppExchange and configure in under an hour.
Boost CRM Outcomes – Let real-time feedback power your Salesforce workflows.