Salesforce Research & Insights
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Please select your company's business model.
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Please select number of employees.
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Please select the way you interact with Salesforce.
Please describe the way you interact with Salesforce.
 
 
Salesforce Classic
Salesforce Class

Salesforce Lightning
Salesforce Lightning


Both, I switch between the two
None of these

Analytics
Commerce
Community
CPQ and Billing
Essentials
Heroku
Industries
Marketing
MuleSoft
Pardot
Platform
Sales
Salesforce Einstein
Salesforce.org
Service

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a detailed product catalog will appear for
you to select specific parts of the product you work with.

We need this information so that we only ask you to participate in studies relevant to the product(s) you use.


Please select your sales period.
Please describe your sales period.
Please select leads you work with in your sales period.
Please select open opportunities you work with in your X sales period.


Please Describe your role.





Please describe the marketing automation systems.




Please describe your primary use case of Community Cloud.
Please describe your involvement with Community Cloud.


Please describe your CPQ and Billing process responsibilities.
Please specify other value
Please specify other role

Please Describe what is your org type.


 
No experience
Slightly experienced
Somewhat experienced
Moderately experienced
Very experienced
API's
Custom Page Layouts
Flow
Force.com Canvas
Lightning App Builder
Lightning Component Development
Process Builder
Saleforce Lightning Design System (SLDS)
Sandboxes
Validation Rules
Please rate yourself for all Salesforce administrative features.


 
None
Less than 1 hour
1-3 Hours
More than 3 hours
Find new leads & determine fit
Qualify and nurture leads
Prepare for sales calls
In-person sales meetings
Close deals
Maintain relationships with existing customers
Manage renewals
Manage & coach sales reps
Train sales reps on process and/or tools
Forecast sales
Reporting
 
Never
Several times per day or more
About once per day
Several times per week
Several times per month
A few times per year
Provide direct customer support through email, chat, phone, social, or other means
Solve customer support issues that are escalated to me by other service agents
Provide supervision/management of service center agents (e.g., scheduling, coaching, performance management)
Interview and/or hire service center agents
Train service center agents on process and/or tools
Create the Salesforce instance(s)
Administering and maintaining Salesforce
Create or update articles for the Knowledge Base
Create reports
Identify process improvements
Prioritize requirements
Collaborate with developers to build and test solutions
Schedule and dispatch field technicians
Provide onsite, in-person support to customers
Create or maintain service center automations (inside or outside of Salesforce)
 
Never
Daily
Weekly
Monthly
Less than Monthly
View Reports/Dashboards in Salesforce
Build/Modify Reports/Dashboards in Salesforce
View dashboards in Einstein Analytics
Explore data using lenses in Einstein Analytics
Build/Modify dashboards in Einstein Analytics
Prepare data for Einstein Analytics
View insights in Einstein Discovery
Manage insights in Einstein Discover
Prepare data for Einstein Discovery
Please provide freequency you use the analytics features.
By clicking Submit I confirm that I have read and agree to the Salesforce User Research Program Terms and Conditions, and that I agree to the processing of my personal data by Salesforce as described in the Privacy Statement.