Unifying Surveys, Forms, and Assessments in Salesforce – Designing for Flexibility and Insight

Abstract:

Organizations in Life Sciences often juggle multiple tools for collecting feedback, intake forms, and assessments — resulting in disconnected data and fragmented insights. In this session, we’ll explore how Salesforce Admins and Architects can design a unified feedback architecture that brings all these data collection types together natively inside Salesforce.

We’ll discuss how to model reusable question sets, manage different data capture use cases (surveys, forms, quizzes), and design a schema that supports automation, analytics, and compliance — all without relying on external tools.

You’ll see a live example of this architecture in action using SurveyVista, a 100% native survey, form, and assessment app for Salesforce.

Key Takeaways:

• Learn how to design a reusable feedback schema in Salesforce (Questions, Responses, and Relationships).
• Understand how to unify multiple data capture types — surveys, forms, and assessments — under one model.
• See how a native Salesforce approach ensures security, compliance, and data integrity — while enabling automation, real-time visibility, and trust across teams.
• Discover practical real-world examples of feedback use cases across clinical, commercial, and operational teams.

Speaker:

Rajesh Unadkat

Founder and CEO, SurveyVista

Rajesh Unadkat is a seasoned entrepreneur and Salesforce technologist with over two decades of experience in engineering and solutions architecture. As the founder and CEO of SurveyVista, a 100% native Salesforce survey platform, Rajesh is deeply committed to the Salesforce ecosystem and consistently advocates for native Salesforce apps when they meet business process requirements. He also is passionate about mentoring the next generation of Salesforce practitioners and giving back to the Trailblazer Community.