Automated CSAT Surveys for Salesforce
Automatically trigger CSAT surveys when Salesforce Cases close or when some data is updated. Capture feedback while the experience is fresh.
How it works
Connect Elvan with Salesforce to close the loop between Case resolution and customer feedback - without changing how agents work.
Case closed
Your team closes a Salesforce Case when the issue is resolved
Survey triggered
A Flow calls Elvan, and a CSAT survey email goes to the Contact
Feedback collected
The customer rates their experience and leaves optional comments
Written back to Salesforce
Scores and comments sync to mapped Contact fields
Feedback that lives where work happens
Trigger surveys from closed Cases, analyze responses with AI, and push results back into Salesforce—so support and CX teams act on the same signal.
Trigger on Case close
Use a Salesforce Flow to notify Elvan when a Case closes. One survey per Case, timed immediately or after a delay you choose.
Turn Salesforce Case CSAT into AI insights
Get AI-generated summaries of open-text feedback and spot recurring issues and praise across Cases.
Designed to feel effortless
Clean, mobile-friendly surveys that take seconds to complete. Less friction means more honest feedback from your Contacts.
Write back to Contact fields
Map rating and follow-up text to Salesforce Contact fields. Feedback stays visible in CRM—not trapped in another dashboard.
Ready to close the feedback loop in Salesforce?
Start collecting CSAT feedback from closed Cases and syncing it back to Contacts today.
No credit card required.
FAQ
When a Salesforce Case closes, a Flow sends Case and Contact details to Elvan. Elvan emails a survey to the Contact, then writes the response back to mapped Contact fields.
With the integration, you get:
- Automatic surveys on Case close
- Configurable email delay and messaging
- AI summaries of open-text feedback
- Scores and comments synced to Salesforce Contacts
Yes. Elvan supports 8 survey types, so you can choose the right metric for each use case—all from one unified system.
- CSAT (Customer Satisfaction Score) — measure satisfaction right after a Case closes
- CES (Customer Effort Score) — understand how easy it was for customers to get help
- NPS (Net Promoter Score) — track loyalty from support interactions over time
- Additional lightweight surveys — including Smiley Surveys, Thumbs Up / Down, 5-Star Ratings, eNPS, and Product-Market Fit (PMF) surveys
No.
Once Elvan is connected and the Flow is in place:
- Surveys trigger automatically on Case close
- Agents keep their existing Case workflow
- Feedback collection and write-back run in the background
You map Elvan response fields to Salesforce Contact fields. Typically that means:
- Survey rating → a Contact number or text field
- Follow-up comment → a Contact text field
Only mapped fields are updated. Empty mappings skip the write-back.
No. Elvan connects via OAuth (External Client App) and a Record-Triggered Flow that calls Elvan's webhook. Your Salesforce admin authorizes the connection and pastes the webhook URL and secret into the Flow—no managed package required.