Effortless Feedback Collection Across Every Touchpoint.
Cloudy Survey & Form
The Cloudy Survey Form is a dynamic and customizable survey solution built entirely on the Salesforce platform. Designed to deliver intuitive, flexible, and data-driven feedback collection, it enables organizations to seamlessly engage both internal users and external audiences.
New Customer Survey
How did you hear about us?
Multiple Choice
Social Media
Friend or Colleague
Search Engine
LOGIC ACTIVE
How was your experience?
😡
😐
😃
Monthly Budget?
Price Range$100$5,000
Feature Feedback
MatrixLow
Med
High
Speed
Design
Authorization
Signature
Sign Here
Identity Verification
File Upload
Drag & Drop to Upload
RESULTS VIEW
Live Poll
Poll Results
Settings & Logic
● Live Sync
Map to Salesforce Object
Lead.Rating__c
Required
Read Only
LOGIC FLOW ENABLED
Salesforce Connected
Why Cloudy Survey & Form?
Easy to Use
Build surveys with a drag-and-drop interface—no coding required.
Powerful Question Types
Supports multiple choice, text, ratings, file uploads, sliders, date pickers, and more.
Smart Logic
Show or hide questions based on previous answers with advanced conditional logic.
Custom Branding
Tailor surveys with your logo, colors, and themes to match your brand.
Real-Time Analytics
Track responses instantly and gain insights through charts and reports.
Secure & Compliant
Cloud-hosted with data encryption and privacy controls to meet compliance.
Quick Features
Instant Setup
Create and publish your first survey in just a few clicks without any technical hassle.
- Pre-built templates to get you started instantly.
- Drag-and-drop interface for quick customization.
- No installation or complex setup required.
Quick Features
Step-by-Step Guidance
Built-in tutorials guide you through every feature so you can work confidently.
- Interactive tips while creating surveys.
- Example forms for inspiration.
- Help articles and video walkthroughs available anytime.
Quick Features
One-Click Distribution
Share your survey instantly with your audience through multiple channels.
- Generate a unique shareable link.
- Direct email sending from the platform.
- QR code for quick offline sharing.
Quick Features
Live Analytics
Monitor survey responses in real time to make quick, informed decisions.
- Visual charts and graphs for easy understanding.
- Instant updates as responses are submitted.
- Downloadable reports for further analysis.
What We Do
More Features
More Features
Key Features
Questions Types
- Multiple Choice
- Rating Scale
- Matrix
- Price Range
Question logic
- Skip Logic
- Branching Logic
- Conditional Visibility
Survey Preview
- Live Form Simulation
- Cross-Device View
- Test Conditional Logic
Required Question
- Mandatory Field Toggle
- Submission Blocker
- Visual Indicators
Survey Invitation Email Template
- Ready-to-use format
- Salesforce integration
- Professional design
Smart Forms for Every Use Case
-
Product Feedback
-
Event Registration
-
Onboarding / Application
-
Compliance Docs
-
Surveys & Polls
-
Order Forms
-
Medical Intake Forms
-
Customer Support Forms
Easy 05 Step to Create a Survey
From Operational Problems to Cloudy Solutions
We analyze your challenges and deliver unified solutions that streamline enterprise operations.
Operational Problem
Cloudy Solution
Operational Problems
Disconnected Tools
Responses from external forms must be manually imported, causing delays and lost insights.
No Data Linkage
Feedback floats in a silo, unconnected to Leads or Cases, preventing a 360° view.
Static Surveys
Traditional tools lack logic, leading to irrelevant questions that reduce completion rates.
Weak Analytics
Exporting to Excel is slow, meaning you lose real-time visibility into NPS and trends.
Security Risks
Storing sensitive feedback data outside Salesforce creates serious GDPR/HIPAA risks.
Delayed Follow-Ups
Manual emails are too slow, leading to missed opportunities to improve experience.
Generic Branding
Generic forms reduce professionalism and don’t reflect your company identity.
Cloudy Solutions
100% Native
All responses flow directly into Salesforce—no imports, no duplication, no manual effort.
Direct Mapping
Responses map to standard or custom objects, tying feedback to the right record.
Dynamic Logic
Supports branching and personalization to keep surveys relevant and engaging.
Instant Insights
Real-time Salesforce dashboards provide instant views of results and KPIs.
Secure & Compliant
All data stays securely inside Salesforce, ensuring compliance and audit readiness.
Automated Action
Trigger tasks, cases, or campaigns instantly via Flows when surveys are submitted.
Total Customization
Fully customizable themes with logos and colors for a professional experience.
Cloudy Survey & Form supports most product-driven industries
Below are some of the industries where we see the strongest fit.
🏥
Healthcare
Secure, compliant patient data collection that syncs directly to health records.
Patient Intake Forms
HCAHPS Surveys
🏛️
Financial Services
Streamline client onboarding and risk assessments with automated logic flows.
KYC & Onboarding
Advisor Feedback
🛍️
Retail & Consumer
Capture real-time customer sentiment and actionable in-store feedback.
Post-Purchase NPS
Product Reviews
🏭
Manufacturing
Digitize checklists and inspections for safety, quality, and supply chain.
Safety Incident Reports
Quality Control Logs
🎓
Education & Non-Profit
Manage the student lifecycle from admissions inquiries to alumni engagement.
Course Evaluations
Event Registration
🏗️
Real Estate
Empower agents with mobile-friendly forms for property and client management.
Open House Log
Tenant Satisfaction
💻
Technology & SaaS
Drive adoption & reduce churn by automating feedback loops throughout the journey.
Churn Analysis
Product Beta Feedback
✈️
Travel & Hospitality
Deliver 5-star guest experiences by capturing sentiment before, during, and after trips.
Guest Satisfaction
Booking Inquiries
Simple, transparent pricing
Flexible plans. Transparent pricing. No hidden fees.
Free Plan
$0
Team Plan
(1-5 users)
$10
/per user/ month
Business Plan
(6-20 users)
$9
/per user/ month
Enterprise Plan
(20+ users)
$8
/per user / month
Customization & Add-ons
Have requirements unique to your workflow? Customization and add-on charges are billed separately and determined based on the scope. We provide tailored solutions to fit your needs perfectly.
Compare Plans & Features
Find the perfect plan by comparing all available features in detail.
| Features | Free Plan | Team Plan | Business Plan | Enterprise Plan |
|---|---|---|---|---|
| Questions | 30 | Unlimited | Unlimited | Unlimited |
| Survey Responses | 40 total (org-wide) | Unlimited | Unlimited | Unlimited |
| Active Surveys | 3 | Unlimited | Unlimited | Unlimited |
| Question Types | Basic | All | All | All |
| File Upload Questions | X | ✓ | ✓ | ✓ |
| Dependent Questions | X | ✓ | ✓ | ✓ |
| Multi-Currency Support | X | ✓ | ✓ | ✓ |
| Custom Branding | X | ✓ | ✓ | ✓ |
| Custom Thank-You Pages | X | ✓ | ✓ | ✓ |
| Bulk Survey Invitation | X | ✓ | ✓ | ✓ |
| One-Time Code | X | ✓ | ✓ | ✓ |
| Welcome Page | X | ✓ | ✓ | ✓ |
| Setup Assistance | X | X | X | ✓ |
| Support | Priority | Priority | Priority |
Compare Ways to Run Business Operations on Salesforce
Understand the real cost, effort, and risk behind different approaches – not just license price.
Best Value
Cloudy Survey & Form
All-in-one operations platform on Salesforce
$8–10/ user / month
- Native Salesforce platform
- Bulk Survey Invitation
- Custom Thank-You Pages
- Fast go-live (weeks)
- One Time Code
Multiple AppExchange Apps
Patchwork of independent solutions
$60–70+/ user / month
- Multiple vendors & contracts
- Data sync & limits
- Inconsistent user experience
- Higher admin effort
Custom-Built Solution
Build everything from scratch
$15k–30kone-time
- Long development time
- High maintenance & tech debt
- Developer dependency
- Scaling challenges
Total Cost of Ownership Comparison
| Approach | Setup Time | Risk | Scalability | Overall Value |
|---|---|---|---|---|
| Cloudy Survey & Form | less than a day | Low | High | ★★★★★ |
| Multiple Apps | Weeks | Medium | Medium | ★★★☆☆ |
| Custom Build | 1 Months | Very High | Low | ★☆☆☆☆ |
Products Feedback
What Our Customers Say
Finally a fully native Survey & Form app for Salesforce. Do yourself a favor and trial this app. You will not be disappointed. The time based call routing is
This app has been great for our team. It is easy to implement and navigate and the Survey team is very responsive in setting up and training. Thank you Go
This app is a time saver, keeps everything in line with your follow-up needs, and is not over-complicated
FAQ’s
Here's a list of frequently asked questions (FAQs) for a Cloudy Survey & Form?
Cloudy Survey & Form is a Salesforce-native solution for creating, distributing, and collecting responses through dynamic surveys and forms. It helps organizations run HR surveys, customer feedback forms, lead qualification checklists, event registrations, compliance forms, and more — all directly within Salesforce.
You can use 20+ question types including multiple choice, text, date/time, ratings, sliders, image choices, file uploads, digital signatures, and even matrix-style grids. This flexibility allows you to gather exactly the kind of information you need.
Yes. With skip logic, branching logic, and conditional visibility, you can personalize surveys so respondents only see questions relevant to them.
Example: If a user selects “Student,” show school-related questions; if “Working Professional,” show job-related questions.
Absolutely. The Survey Preview feature lets you:
- Test the full experience as a respondent
- Check logic rules (skip, branching, conditional)
- View on desktop, tablet, and mobile
- Verify thank-you pages and redirects
- Ensure your branding looks correct
You can mark questions as required, preventing form submission until they’re answered. Visual indicators (asterisks or labels) make this clear, and you can even customize the validation messages shown to respondents.
Yes. You can fully customize branding by applying your logo, colors, fonts, and layouts to ensure consistency with your organization’s design.
- Product Feedback: Collect feature requests, ratings, and reviews
- Event Registration: For collaboration individual or team members easily.
- Applications & Onboarding: Standardize hiring or partner onboarding
- Compliance Submissions: Gather documents, approvals, and digital signatures securely