What is a recommended method for sending surveys to customers from Salesforce?

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Using an application from the AppExchange to download a Customer Satisfaction (CSAT) survey app is a recommended method for sending surveys to customers from Salesforce. This approach leverages pre-built and tested solutions specifically designed for survey distribution and data collection, which can streamline the process and enhance functionality.

These apps often come with integration features that allow for seamless connection to Salesforce data, enabling the surveys to be personalized based on customer information. Additionally, they typically include reporting capabilities that make it easier to analyze the feedback collected from the surveys, which is essential for improving customer service strategies.

Compared to other methods such as creating a custom application or using mailing and automated phone calls, utilizing an AppExchange app provides a more efficient and less resource-intensive solution. This is especially valuable for organizations looking to implement surveys without needing extensive technical resources or time investment to develop a solution from scratch.

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