Most companies send customer surveys. Fewer get useful answers back. The survey goes out late, or to the wrong people, or not at all because the one person who handled it was on leave. The responses that do arrive end up in a spreadsheet, and the spreadsheet sits there.
That's the gap a proper CSAT Salesforce setup is meant to close. CSAT, short for customer satisfaction score, is one of the simplest ways to find out how an interaction went. It's usually worked out as the share of satisfied responses, often the top two ratings on a five-point scale, out of all responses received. The idea is easy. Doing it consistently is where teams struggle.
If your customer records already live in Salesforce, the survey should live there too. Sending it from a separate tool means exporting contacts, matching answers back to the right record, and hoping nothing gets lost on the way.
CSAT by Dean Infotech is our Salesforce survey solution for exactly this. It's listed on AppExchange as Automated CSAT Survey. It sends surveys, follows up with reminders, stores responses inside Salesforce, and gives you reports to read them. You can find it on the Salesforce AppExchange.
This post covers what it is, why we built it, how it works, and who gets the most out of it.
What Is CSAT by Dean Infotech for Salesforce?
CSAT by Dean Infotech is a Salesforce app that automates customer satisfaction surveys. It sends survey invitations, reminds customers who haven't answered, collects the responses in Salesforce, and provides survey reports so your team can see what customers are saying.
In short, it's a Salesforce customer satisfaction survey tool that runs inside the platform you already use. Nothing is exported and nothing is re-imported.
The AppExchange listing describes it as a simple, automated way to collect, manage, and analyze customer feedback. Customers get a short survey. Your team gets the answers, stored against your own Salesforce data.
A few details from the listing are worth knowing before you install:
- It's a managed package. That means it installs into your org and receives automatic upgrades.
- It's Lightning ready, and it works in the Lightning App Builder.
- It doesn't count against your org limits. The listing says its apps, tabs, and objects stay outside those limits.
- It's free. The listing states that it never requires payment.
It has an early track record too. The listing shows a 4.71 rating from 14 reviews, version 1.5.0, and a last update in August 2026. It's been listed since September 2023. Fourteen reviews is a small sample, so read the rating as a good sign, not proof.
Why We Built CSAT for Salesforce
Customer feedback is easy to want and hard to run. In many Salesforce teams, the process looks like this: someone decides a survey should go out, someone else builds the email, and a third person pulls the contact list. Then the replies come back through some other tool.
Each handoff is a place for the process to stall. And because the answers sit outside Salesforce, they rarely meet the customer record they belong to. The account manager can't see the score. The support lead can't easily compare it with last quarter.
We built CSAT for Salesforce to take that work out of people's hands. A Salesforce survey automation setup should send the survey on its own, nudge people who haven't replied, and keep every response in one place. It shouldn't depend on someone remembering.
We also wanted it to be light to install. Many third-party survey tools need syncing, extra logins, or separate reporting. Staying inside Salesforce avoids all of that.
The aim is simple. Collect honest feedback consistently, keep it next to the customer data, and make it easy to act on.
How CSAT Works in Salesforce
The setup follows a straightforward path, from install to insight.
1. Install the app
Install CSAT from AppExchange into your Salesforce org. Because it's a managed package, upgrades arrive automatically.
2. Build your survey and email templates
Create the survey itself using a customizable survey template, so the questions fit what you want to learn. Then set up the email template that carries the invitation, with your own wording and branding.
3. Let the automation send surveys
This is where Salesforce survey automation does the work. The app uses Apex classes, email alerts, and batch processing to send surveys on time. Batch processing matters when many surveys are due at once, because it lets the app handle larger volumes without someone sending them by hand.
4. Collect responses and send reminders
Customers open the survey and answer, giving a rating and comments. If someone hasn't responded, the reminder system sends a gentle follow-up. Anyone who prefers not to receive surveys can use the unsubscribe option, which respects their preferences.
5. Store and review the results
Every response is saved in a dedicated custom object in Salesforce, so the data stays with the rest of your records. Survey reports let your team monitor and analyze what comes in.
The whole path runs in one place. No exports, no stitching, no second system to check.
Key Features of CSAT by Dean Infotech
Customizable survey templates
You can build surveys that match what you actually want to measure. A post-support survey doesn't need the same questions as one sent after a purchase. Templates let you keep a version for each.
Customizable email templates
The invitation is the first thing a customer sees, and it affects whether they reply. You can personalize the survey email and other communications, so they read like they came from your team and not from a tool.
Automated sending
Surveys go out through Apex classes, email alerts, and batch processing. The result is timely delivery without manual effort, which tends to help response rates. A survey sent while the interaction is fresh gets more honest answers than one sent weeks later.
Reminder system
Not everyone replies the first time. The reminder system follows up with customers who haven't finished the survey. It's a small feature that often makes a visible difference to how many responses you collect.
Centralized data storage
All survey responses are stored securely in a dedicated custom object inside Salesforce. That means the data sits alongside your existing records, under the same platform you already manage, rather than in a separate database.
Survey reports
Reports help you monitor, analyze, and understand customer feedback. You can look at how satisfaction is moving, see where scores are low, and bring real numbers into account reviews and service meetings.
Unsubscribe feature
Customers can opt out easily. It's good practice, and it keeps your survey program customer-friendly. Respecting preferences protects the relationship, and it keeps your invitation list clean.
User-friendly interface
The survey interface is built to be simple for customers to complete. A short, clear survey gets finished. A confusing one gets closed.
Beyond those features, the app is Lightning ready and works with the Lightning App Builder, so admins can place it on pages the way they'd place any other Lightning component.
Who Can Use CSAT for Salesforce?
The listing names administrators, consultants, and developers as its main personas. In practice, several kinds of team benefit.
Salesforce administrators. Admins get a survey solution that installs as a managed package and runs automatically. There's no custom build to maintain, and upgrades arrive on their own.
Service teams. Support and customer success teams want to know how an interaction went while it's still fresh. Automated surveys and reminders mean that question gets asked every time.
Sales teams. Feedback after a deal or onboarding helps reps and managers understand how customers see the experience. Because responses stay in Salesforce, they're easy to find from the account.
Consultants and developers. Consultants can offer clients a ready-made Salesforce survey solution without building one from scratch. Developers can rely on the managed package and the custom object when they need to extend or report on survey data.
The listing also tags the app for Consumer Goods, Media & Entertainment, and Retail. Those industries tend to handle high volumes of customer interactions, where a manual process doesn't keep up. Any business that wants a consistent CSAT process can use it, though.
Getting Started With CSAT by Dean Infotech
Getting going takes a few steps.
- Find it on AppExchange. Open the Automated CSAT Survey listing and choose Get It Now, or use Try It if you'd like to test it first.
- Install and connect it to your org. As a managed package, it installs into your Salesforce environment and updates itself.
- Set up your templates. Build your survey template and your email template.
- Configure sending and reminders. Decide how surveys go out and when reminders follow.
- Run a test. Send a survey to yourself or a colleague and walk through the response.
- Review your results. Once responses arrive, use the survey reports to see what customers are saying.
Start small. One survey type, one team, a few weeks of data. That's enough to see whether the process works before you roll it out further. If you'd like help configuring it, the team at Dean Infotech can set it up with you.
Conclusion
Customer feedback is only useful if it gets collected, stored, and read. CSAT by Dean Infotech takes care of the first two automatically and makes the third easier. Surveys go out on time, reminders chase the replies, and every response lands in Salesforce next to the customer it belongs to.
If you've been meaning to set up a proper CSAT Salesforce process, this is an easy place to start.
Get Automated CSAT Survey on Salesforce AppExchange and send your first survey this week. It's free to install, and the listing has the full details.
Want help setting it up or tailoring the survey to your process? Talk to the Dean Infotech team and we'll help you get it running.
None of this sets off an alarm. You find out when a report looks wrong, or when a deal slips through a gap nobody knew existed.
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