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First Name
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Last Name
Please provide first & last name.
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Business title
Please provide your work title.
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Email
Please provide valid email details.
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What country do you reside in?
Argentina
Australia
Austria
Barbados
Belarus
Belgium
Brazil
Bulgaria
Canada
Chile
China
Colombia
Costa Rica
Czech Republic
Denmark
Ecuador
El Salvador
Finland
France
Germany
Guatemala
Honduras
Hungary
Iceland
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Kenya
Luxembourg
Malaysia
Mexico
Netherlands
New Zealand
Nicaragua
North Macedonia
Norway
Peru
Philippines
Poland
Portugal
Romania
Russian Federation
Saudi Arabia
Singapore
Slovenia
South Africa
South Korea
Spain
Sri Lanka
Sweden
Switzerland
Taiwan
Thailand
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Venezuela, Bolivarian Republic of
Zimbabwe
Please select a valid Country name from the list of suggestions.
*
Do you work for the government or in the public sector?
Yes
No
Please select are you a government employee.
*
Which of the following best describes your department at your current (or most recent) employer?
Accounting & Finance
Administrative & Office Support
Customer Service / Contact Center
Customer Success
Data / Analytics
Field Services & Support
Healthcare Provider
Human Resources
Insurance
Legal
Marketing
Product Management & Strategy
Program Management
Retail / e-Commerce
Sales / Revenue Operations
Sales
Supply Chain
Technical Support
Technology Development / Design
Other
Please select your Functional Role.
*
How would you describe your role in relation to Salesforce?
End User -- Use Salesforce for my day to day job
System Administrator -- Manage users, modify page layouts, gather requirements, etc.
End User with Admin Rights -- Combination of the roles above
Analyst or Data Scientist
Developer -- Use Visualforce, Apex, coding, etc.
ISV (Independent Software Vendor) -- Make and/or sell software that runs on Salesforce
Consultant or SI
Architect
Other
I do not use Salesforce in my current role
Please select your Role.
What is your company's Program Build Type?
OEM
ISVForce
I’m not sure
None of the above
Please provide your work title.
Which revenue-sharing model does your company utilize for AppExchange?
Checkout
Channel Order App (COA)
Connector
I'm not sure
None of the above
Please provide valid email details.
*
Which Salesforce products do you currently use? (select all that apply)
Available
I do not use any Salesforce product(s)
AppExchange
Automation (Flow, Orchestration, RPA, IDP)
Automotive Cloud
Commerce Cloud
Communications Cloud
Consumer Goods Cloud
CRM Analytics
Data Cloud (FKA CDP)
Education Cloud
Einstein Copilot
Essentials
Energy & Utilities Cloud
Experience Cloud
Financial Services Cloud
Health Cloud
Heroku
Manufacturing Cloud
Marketing Cloud (Pardot, Account Engagement)
Media Cloud
MuleSoft (Integration & API Management)
Net Zero Cloud
Nonprofit Cloud
Operational Analytics (Reports and Dashboards)
Pardot
Platform Cloud
Public Sector Solutions
Salesforce Billing
Sales Cloud
Salesforce CPQ
Salesforce Einstein / AI Platform
Service Cloud
Slack
Starter
Subscription Management
Tableau
Trailhead
Select
Unselect
Chosen
Please provide
Please select Salesforce products you currently use.
*
Name of your organization
Please enter your Organization name.
*
Which best describes your organization's industry?
Agriculture & Mining
Communications & Media
Education
Engineering, Construction, & Real Estate
Financial Services
Healthcare & Life Sciences
High Tech
Manufacturing, Automotive & Energy
Nonprofit
Professional Services
Public Sector
Retail & Consumer Goods
Technology
Travel, Transportation, & Hospitality
Other
No Industry for this SIC Code
Please select your organization's industry.
Sector
*
Which of the following best describes your organization’s business model?
We sell to other businesses
We sell to customers
We sell to businesses & customers
Other
Please select your organization’s business model.
*
How many employees are in your organization (across all sites & locations)?
Solopreneur
2 - 10 employees
11 - 50 employees
51 - 200 employees
201 - 500 employees
501 - 1,000 employees
1,001 - 5,000 employees
5,001 - 10,000 employees
10,001+ employees
Please select your organization’s employees count.
*
Which best describes your organization’s relationship to Salesforce & its products?
Customer (my company has purchased Salesforce licenses)
Consulting or Software Integration Partner (we help our customers configure & implement Salesforce)
Independent Software Vendor (ISV) Partner or Add-On Partner (we make and/or sell software that runs on Salesforce)
Student or personal user (I use Salesforce for academic reasons, not for work)
My organization does not currently use Salesforce
Please select your organization’s relationship to Salesforce.
What level of influence do you have over your organization’s strategy for Salesforce? (select all that apply)
Available
I am the purchase decision maker - I help influence the purchasing decisions for Salesforce for my company
I am a product decision maker - I help influence which Salesforce products to use for my company
I am the implementation decision maker - I help influence how my company implements Salesforce
My team influences purchase/product/implementation of Salesforce strategy
I/my team have no influence in Salesforce strategy
I/my organization do not use Salesforce
Select
Unselect
Chosen
Please provide
Please select your influence over your organization’s strategy.
*
Please describe your familiarity with generative AI in general, either for personal or work purposes.
I know very little about generative AI
I am familiar with generative AI, but haven’t used it much
I am familiar with generative AI, and have been using it a little
I am familiar with generative AI, and have been using it a lot
I am very familiar with generative AI, but haven’t used it much
I am very familiar with generative AI, and have been using it a little
I am very familiar with generative AI, and have been using it a lot
Please describe your familiarity with generative AI.
*
Please indicate which of the following statements best describes your use of generative AI tools? (select all that apply)
Available
I do not use generative AI tools at all.
I use generative AI tools for personal purposes.
I use generative AI tools at work that I found and implemented on my own.
I use generative AI tools at work that were provided or developed by my organization.
I use both personally found and organization-provided generative AI tools at work.
Select
Unselect
Chosen
Please provide
Please describe your use of generative AI tools.
In which Salesforce products, if any, are you currently leveraging generative AI capabilities? (select all that apply)
Available
AppExchange
Automation (Flow, Orchestration, RPA, IDP)
Automotive Cloud
Communications Cloud
Consumer Goods Cloud
CRM Analytics
Data Cloud (FKA CDP)
Education Cloud
Einstein Copilot
Essentials
Energy & Utilities Cloud
Experience Cloud
Financial Services Cloud
Health Cloud
Heroku
Manufacturing Cloud
Marketing Cloud (Pardot, Account Engagement)
Media Cloud
MuleSoft
Net Zero Cloud
Nonprofit Cloud
Pardot
Platform Cloud
Public Sector Solutions
Salesforce Billing
Sales Cloud
Salesforce CPQ
Salesforce Einstein / AI Platform
Service Cloud
Slack
Starter
Subscription Management
Tableau
Trailhead
Others
Select
Unselect
Chosen
Please provide
Please select areas in which you are involved.
Other, please specify:
Which of the following best describes how you support your organization using Salesforce?
I am primarily responsible for one specific function/department or Salesforce Cloud (i.e. e-Commerce admin, Customer Service engineer, Sales Cloud, etc.)
I am primarily responsible for a category of work across the organization that includes multiple Salesforce Clouds or platform-level features (i.e. database administration, Process Automation, access and security controls, Integration etc.)
I am primarily responsible for global and centralized technology setup and support (i.e. central operations, global IT, etc.)
Other (please specify)
Other (please specify):
How many years have you been performing this function (in this role or previous)?
< 2 years
3-5 years
6-10 years
10+ years
Please select your role.
Please select the features or functionalities you most commonly use for Core Platform. (select all that apply)
Available
Backup & Restore
Change Sets
Code Builder
Developer Console
DevOps Center
Identity within the Setup Menu
Lightning App Builder
Mobile App Plus
Object Manager
Objects and Fields within the Setup Menu
Platform User License
Privacy Center
Process Automation within the Setup Menu
Prompt Builder
Salesforce CLI
Sandbox
Security Center
Security within the Setup Menu
Shield
User Management within the Setup Menu
Visual Studio Code with the Salesforce Extension Pack
Other, please describe:
Select
Unselect
Chosen
Please provide
Please select areas in which you are involved.
Other, please specify:
What best describes the types of tools you use (declarative vs programmatic) when you configure and/or develop on Salesforce?
Exclusively declarative tools
Mainly declarative tools
An equal mix of declarative and programmatic tools
Mainly programmatic tools
Exclusively programmatic tools
Not sure
Please select your company’s sector.
Please select the features or functionalities you most commonly use for Automation/Integration. (select all that apply)
Available
Accelerators
Anypoint API Manager
Anypoint Code Builder
Anypoint Design Center / API Designer
Anypoint Exchange
Anypoint Experience Hub / Anypoint Community Manager
Anypoint Monitoring
Anypoint Runtime Manager
Anypoint Security
Anypoint Studio
Anypoint Visualizer
API Governance
CloudHub
Connectors
Data Loader
DataWeave
Flow Builder
Flex Gateways
Flow Orchestration
Intelligent Document Processing (IDP)
MuleSoft Composer
Partner Manager
Runtime Fabric
Remote Process Automation RPA
Other, please describe:
Select
Unselect
Chosen
Please provide
Please select areas in which you are involved.
Other, please specify:
What percentage of your business processes are currently automated? (Best guess is fine.)
Please provide your work title.
How familiar are you with the following tools?
Tools
Not familiar at all
Moderately familiar
Very familiar
I am an expert
Not Applicable
Flow Builder
OmniStudio
MuleSoft Anypoint Platform
External Services
Apex
Please provide your work title.
What’s your experience with MuleSoft?
I’ve used it as a developer
I’ve have used it as an API Consumer
Not sure / Don’t Know
Please provide your work title.
Please select the features, functionalities, or AI solutions you have personally used in Data Cloud. (select all that apply)
Available
Activation and Activation Targets
Advertising Integrations
BYOM (Bring Your Own Model) for AI
Calculated & Streaming Insights
Data Actions and Data Action Targets
Data Cloud Setup
Data Explorer
Data Graphs
Data Modeling
Data Shares (BYOL, Zero ETL In & Out)
Data Spaces
Data Streams
Einstein Bots
Data Transforms
Einstein Copilot
Einstein Segments
Einstein Studio AI Models
Identity Resolution
Profile Explorer
Prompt Builder
Segmentation
Unstructured Data and Search Index Configurations
Vector Databases
Other, please describe:
Select
Unselect
Chosen
Please select the features or functionalities you most commonly use.
Other, please specify:
Which of the following statements best describes your company when it comes to managing and leveraging data and AI solutions?
Describes our company perfectly
1
2
3
4
5
Describes our company perfectly
Limited understanding of importance of managing and leveraging data & AI solutions
Managing and leveraging data & AI solutions is a strategic priority for the company
Data & AI solutions are managed and leveraged on an ad hoc basis
Data & AI solutions are managed and leveraged continuously
Basic tools are used for data management & AI solutions
Advanced solutions are used data management & AI solutions
There is a lack of a clear and overall strategy on how data & AI can drive all business functions
There is a clear and overall strategy on how customer data & AI drives all business functions
Lacks clear executive leadership support and ownership is driven on an ad-hoc basis
Is a top priority among executive leadership and has clear and dedicated support and ownership
Please provide your work title.
Which of the below do you primarily do as part of your role today?
Available
AI, Analytics, and Intelligence
Business Process Automation & Operational Efficiency
Customer Engagement & Experience
Data Management & Integration
Data Trust & Governance
Select
Unselect
Chosen
Please provide your work role.
Please select the features or functionalities you most commonly use for Marketing. (select all that apply)
Available
(Generative AI) Content Creation
(Generative AI) Data Cloud Segment Creation
Ad Integration
Advanced Email Analytics
Campaign Management & Reporting
Customer Journey Entry Sources
Customer Journey Updates
Customizable URLs for Forms & Landing Pages
Einstein Behavior Scoring
Einstein Content Selection
Einstein Copy Insights and Subject Line Tester
Einstein Engagement Scoring
Einstein Engagement Split
Einstein Frequency Split
Einstein Key Account Identification
Einstein Lead Scoring
Einstein Messaging Insights
Einstein Recommendations
Einstein Send Time Optimization
Email Sender Reputation Audit
Engagement History Dashboards
Form Handlers & Form Landing Pages
Multi-Touch Attribution Dashboard
Multivariate Landing Page Testing
Webinar & Event Integration
Select
Unselect
Chosen
Please provide
Please select areas in which you are involved.
Which of the following would you describe as a consistent part of your responsibilities when supporting marketing efforts? Select all that apply.
Available
Assign qualified leads to Sales reps
Create and segment audiences based on unified, accurate data
Create and share reports
Create customer-facing content (e.g., white papers, blog, enablement resources, emails, landing pages, or a self-service website)
Ensure regulatory compliance to be used in marketing efforts
Integrate data sources
Launch personalized campaigns
Measure and analyze marketing campaign performance and/or customer engagement
Optimize marketing spend
Plan and define marketing strategy and campaigns
Provide user access or manage user permissions
Other (please specify):
None of the above
Select
Unselect
Chosen
Please provide
Please provide your work title.
Other (please specify):
What marketing channels does your company use? Please select all that apply.
Available
Chatbot
Company-owned website (non-commerce)
Company-owned e-commerce website
Company-owned blog
Direct Mail
E-commerce
Emails
In-person events
Mobile SMS
Mobile push
Mobile in-app
Paid search
SEO (search engine optimization)
Social media (e.g., Facebook, Instagram, Twitter, LinkedIn)
TV and/or radio
Virtual events
Other (please specify):
Select
Unselect
Chosen
Please provide
Please provide your work title.
Other (please specify):
AUTOMOTIVE & MANUFACTURING
Which best describes your company’s sector?
Automotive
Automotive Finance
Discrete Manufacturing
Engineering & Construction
Hardware Manufacturing
High-tech Manufacturing
Process Manufacturing
Please select your company’s sector.
Which best describes your role?
Business Operations Executive
Collections Agent
Commercial Account Manager
Credit Analyst/Buyer
Customer Service Agent
Dealer F&I Manager
Dealer Relationship Manager
Discounter
Investigator
Marketing Officer/Incentive Officer
Risk/Portfolio Manager
Other
Please select your role.
FINANCIAL SERVICES CLOUD
Which best describes your company’s sector?
Commercial & SMB Banking
Corporate Investment Banking
Insurance
Retail Banking
Wealth & Asset Management
Please select your company’s sector.
Which best describes your role?
Analyst
Attorney
Auditor
Banking Analyst
Banking VP
Branch Manager
Complaints Agent/Specialist
Compliance Officer
Customer Service Agent
Disputes Agent/Specialist
Disputes Manager
Financial Planner
Financial/Wealth Advisor
Fraud Manager
Insurance Agent
Investment Banker
Loan Officer
Mortgage Broker
Personal Banker
Wealth Management Associate
Other
Please select your role.
RETAIL & CONSUMER GOODS
Which best describes your company’s sector?
Consumer Packaged Goods (CPG)
Fast-Moving Consumer Goods (FMCG)
FMCG
RetailCPG
Please select your company’s sector.
What is your organization’s annual revenue?
>$250 million
$250-$750 million
$1 billion
Please select your organization’s annual revenue.
Please select the areas in which you are involved. (select all that apply)
Available
Account Level Planning
Customer Business Planning
Forecast/Demand Planning
Joint Business Planning
Sales Planning
Sales Volume Planning
Supply & Operations
Trade Promotions
Select
Unselect
Chosen
Please provide
Please select areas in which you are involved.
EDUCATION CLOUD
Which best describes your organization?
A school / education provider
An agency
An institute
An association
A company
Other
Please describes your organization.
What educational level(s) does your organization serve? (select all that apply)
Available
Preschool
Primary / Elementary
Middle School
Secondary / High School
Higher Education
Continuing or Executive Education
Other
None of the above
Select
Unselect
Chosen
Please provide
Please select educational level(s) your organization serve?
Where does your role fit within your organization?
With a specific department or college
Within a centrally-located office or team
Other
Not applicable
Please select your role.
HEALTH CLOUD
Which best describes your company’s sector?
Insurance
Medical Devices & Diagnostics
Pharma
Payer
Providers
Please select your company’s sector.
Which best describes your role?
Account Managers at Pharma Co.
Behavioral Health Specialist
Care Coordinator or Manager
Care provider
Case Manager
Chief at Specialty Pharmacy
Crisis Center Counselors
Crisis Center Manager
Crisis Center Volunteers
Director of Reimbursement (Payor)
Doctor/Physician
Head of Market Access Operations
Medical Science Liaison
Patient Advocacy Groups
Patient Support Service Provider
Patient Support Services Manager at Pharma
Pharma Co. Data Analysts
Pharmacist
Pharmacovigilance management
Pharmacy Benefits Manager
Registered Nurse/Charge RN
Social Worker
Treatment Center Coordinators
Other
Please select your role.
COMMUNICATIONS & MEDIA
Which best describes your company’s sector?
Communications
Media & Entertainment
Please select your company’s sector.
Which of the Salesforce Communication apps do you use? (select all that apply)
Available
Configure Price Quote
Contract Lifecycle Management
Enterprise Product Catalog
Enterprise Sales Management
Media Ad Sales & Subscription Management
Mobile Subscription Management
Order Management
Select
Unselect
Chosen
Please provide
Please select the Salesforce Communication apps you use.
NONPROFIT
What type of nonprofit organization do you work for?
Agricultural or Horticultural Organization
Charitable Organization
Churches & Religious Organization
Employee Benefit Organization
Labor Organization
Political Organization
Private Foundation
Social Clubs & Fraternities
Social Welfare Organization
Veterans Organization
I don’t work at a nonprofit
Other
Please select nonprofit organization you work for.
Is the organization federated?
Yes
No
Please select a valid option.
Which best describes the department or area you work in? (select all that apply)
Available
Evaluation & Measurement (Understanding & measuring the impact of an organization)
Executive Director or Board (strategic planning & leadership)
Fundraising or Development (raising funds for organization development)
Programs or Case Management or Delivery (running a mission program for the organization)
Volunteering (managing volunteers for the structure of the organization)
Other
Select
Unselect
Chosen
Please provide
Please select department or area you work.
What is the organization's annual revenue? (Revenue is indicated in thousands (k) and millions (M))
<500k
501k to 10M
11 to 49M
>50M
Please select organization's revenue.
Which Salesforce nonprofit features or products do you currently use? (select all that apply)
Available
Case Management
Fundraising
Grant Management
Nonprofit Success Pack (NPSP)
Outcomes Management
Program Management
Select
Unselect
Chosen
Please provide
Please select features or products you use.
PUBLIC SECTOR
Which best describes your organization?
Education
Emergency Services
Gas & Oil
Healthcare
Justice
Law Enforcement
Licensing Agency
Military
Postal Service
Social Services
Transportation
Waste Management
Other
Please select your organization.
Which best describes the level of your organization?
Federal or National
Local (Municipal or County)
Regional (State or Provincial)
Please select level of your organization.
PLATFORM CLOUD
Which best describes your status of Salesforce Platform Cloud?
I am a current Salesforce Platform Cloud customer
I am not currently a Salesforce Platform Cloud customer but have used it in the past
I am not currently a Salesforce Platform Cloud customer but may purchase in the future
Please select status of Salesforce Platform Cloud.
What is your level of influence in your company’s Platform Cloud strategy?
I made the decision to purchase my company's Platform solution
I was part of the decision to purchase my company's Platform solution
I was not part of the decision to purchase my company's Platform solution
Please select your level of influence.
Which Salesforce Platform features do you currently use? (select all that apply)
Available
Apex
AppExchange
Change Sets
Data Import/Cleanup
Encryption
Formula Fields
Lightning Web Components
Sandboxes
Scratch Orgs
Select
Unselect
Chosen
Please provide
Please select your level of influence.
Which Salesforce Platform builder & development tools do you currently use? (select all that apply)
Available
Code Builder
Dataloader.io
Developer Console
DevOps Center
Experience Builder
Flow Builder
Lightning App Builder
Mobile Builder
Mobile Publisher
Salesforce CLI
Salesforce Extensions for Visual Studio Code
Schema Builder
Select
Unselect
Chosen
Please provide
Please select Salesforce Platform builder & development tools you currently use.
MULESOFT
What is your level of influence in your company’s MuleSoft strategy?
I made the decision to purchase my company's Mulesoft solution
I was part of the decision to purchase my company's Mulesoft solution
I was not part of the decision to purchase my company's Mulesoft solution
Please select your level of influence.
HEROKU
Which of the following Heroku products do you currently use? (select all that apply)
Available
Heroku Platform (Flow, CI/CD, OpEx, Runtime, Dynos)
Heroku Data Services (Postgres, Redis, Apache Kafka, etc.)
Heroku Enterprise (Private Spaces, Heroku Connect, Shield)
Heroku Marketplace (Add-ons, Buildpacks, Buttons)
Heroku Teams
Select
Unselect
Chosen
Please provide
Please select heroku products you use.
Which of the following best describes your relationship with Heroku?
Add-on Partner - I create or manage an add-on distributed on the Heroku Elements marketplace
Business User - I am aware that my company uses Heroku, but I do not interact with the platform directly
Consultant, SI, or Partner - I help implement Heroku & associated solutions for customers
Data Engineer / Architect - I use Heroku to move, transform, and/or store data between different applications or systems
Developer - I write, develop, and/or deploy custom applications on Heroku
Student/Educator - I use Heroku as an educational tool, either to teach or learn about software development
Other
Please select status of your Salesforce Marketing Cloud.
MARKETING
Which best describes your status of Salesforce Marketing Cloud?
I am a current Salesforce Marketing Cloud customer
I am not currently a Salesforce Marketing Cloud customer but have used it in the past
I am not currently a Salesforce Marketing Cloud customer but may purchase in the future
Please select status of your Salesforce Marketing Cloud.
What is your level of influence in your company's Salesforce Marketing Cloud strategy?
I made the decision to purchase my company's Salesforce Marketing Cloud solution
I was part of the decision to purchase my company's Salesforce Marketing Cloud solution
I was not part of the decision to purchase my company's Salesforce Marketing Cloud solution
Please select your level of influence.
PARDOT
Which best describes your status of Pardot?
I am a current Pardot customer
I am not currently a Pardot customer but have used it in the past
I am not currently a Pardot customer but may purchase in the future
Please select your Pardot status.
What is your level of influence in your company's Pardot strategy??
I made the decision to purchase my company's Pardot solution
I was part of the decision to purchase my company's Pardot solution
I was not part of the decision to purchase my company's Pardot solution
Please select your level of influence.
COMMERCE CLOUD
Which of the following best describes your role as it relates to commerce & order management responsibilities? (select all that apply)
Available
Analyze data related to the digital experience
Attract & retain shoppers/buyers
Create digital experiences
Determine & define key performance indicators as they relate digital sales
Determine the digital selling strategy & vision
Enable team members & business users to effectively use systems
Implement and/or integrate systems related to commerce and/or order management
Measure & report on key performance indicators related to digital sales
Monitor systems & stability of digital experiences
Operationalize & onboard team members
Optimize digital experiences to increase conversion
Process, fulfill, & deliver orders
Protect customer data & data security
Provide customer support
Select
Unselect
Chosen
Please provide
Please select your role.
Which of the following most closely describes your role & responsibilities?
Analyst (data, security, systems)
Builder (IT roles like developer, architect, admin)
B2B buyer, self-service user
Creative (designer, content specialist, writer)
Customer success or support specialist
Partner, I implement Salesforce for my clients
Product manager
Sales, account executive, distribution
Strategic Leader (marketing, e-comm, sales director+)
Marketing specialist
Merchandising specialist
Other
None of the above
Please select your role & responsibilities.
Which of the following best describes how you interact with the Commerce Cloud and/or Order Management? (select all that apply)
Available
Administrative Operations
Back-End Development & Integrations
Front End Development
Manage Accounts
Manage Campaigns
Manage Catalogs & Categories
Manage Content
Manage Fulfillment Process
Manage Inventory
Manage Order Exceptions (Fraud Detection)
Manage Order Status & Modification (returns/appeasements/cancellations)
Manage Pricebooks
Manage Products
Manage Promotions
Manage Search
Manage Shipping
View/Manage Order Data (analytics/volume/SLAs/return trends)
Select
Unselect
Chosen
Please provide
Please select the way you interact with Commerce Cloud.
In your role, are you responsible for B2B Commerce, B2C Commerce or both?
B2B Commerce
B2C Commerce
Both B2B & B2C Commerce
Please select the way you interact with Salesforce.
Which Salesforce Commerce Cloud products are you using? (select all that apply.)
Available
B2B Commerce (formerly known as Cloudcraze)
B2C Commerce (formerly known as Demandware)
D2C Commerce
Salesforce Order Management
Salesforce Payments
Select
Unselect
Chosen
Please provide
Please select Salesforce Commerce Cloud products you are using.
What sales channel(s) does your company use? (select all that apply.)
Available
Direct Sales
E-commerce / digital self-service
Partner
Self-subscription
Select
Unselect
Chosen
Please provide
Please select your company's sales channel(s).
Describe your level of involvement with software purchasing decisions for your organization.
I am the primary decision-maker for software purchasing decisions.
I have influence over software purchasing decisions, but am not the primary decision-maker.
I am not involved in software purchasing decisions.
Please select your level of involvement.
SALES CLOUD
Which best describes your main responsibilities? (select all that apply)
Available
Create & close deals with new & existing customers
Create or inform sales strategy & plans
Create or manage enablement materials for selling purposes
Define & implement sales tools & processes
Develop product solutions & consult on deals
Generate leads & qualify new business
Manage & update sales tools & processes
Manage individual sellers
Manage partner sellers
Manage sales managers
Select
Unselect
Chosen
Please provide
Please select your responsibilities.
Which of the following are also part of your responsibilities? (select all that apply)
Available
Analyze data & deliver sales insights
Forecast revenue
Manage a pipeline of new potential deals/sales
Manage renewals
Measure the effectiveness of sales enablement content
Monitor progress to goals/pipeline
Motivate teams & individuals to participate in sales enablement programs
None of the above
Other (specify)
Plan sales headcount or capacity
Plan sales incentives & compensation
Plan territories and/or customer segmentation
Set & meet revenue growth targets
Select
Unselect
Chosen
Please provide
Please select your responsibilities.
Other, please specify:
SERVICE CLOUD
Please indicate if you are involved in any of the following activities related to customer service (select all that apply)
Available
Coaching or training customer service workforce
Creating internal or customer-facing knowledge resources to support customer problems or requests
Defining channel strategy (e.g., communication channels and/or self-service capabilities)
Designing or implementing contact routing & queue management strategies
Establishing, measuring or analyzing service objectives, key performance indicators or analytics
Evaluating and/or optimizing service-related technology
Identifying or implementing workflow or business process automation use cases & technology
Managing budget allocation or purchasing decisions for the service function
Monitoring & evaluating the quality of customer interactions
Resolving customer problems, requests, or inquiries
Setting up & administering systems / technology for the customer service department
Workforce management, such as forecasting & scheduling
Select
Unselect
Chosen
Please provide
Please select your activities related to customer service.
Please indicate if you are involved in any of the following activities related to field services and support (select all that apply)
Available
Develop strategies for how to improve field service processes, maximize productivity, & oversee labor & product quality control
Manage & maintain assets or equipment that are used by my field service organizations
Manage the parts & inventory used by my field service teams
Provide reporting or insights on field service operations / metrics
Schedule service appointments & assign field workers
Supervise and/or coach service representatives or field workers
Travel to customers to perform services on site
Select
Unselect
Chosen
Please provide
Please select your activities related to customer service.
REVENUE CLOUD
Which of these best describes your/your organization's current relationship with Salesforce?
I am a current Salesforce CPQ & Billing customer
I am not currently a Salesforce CPQ & Billing customer but have used it in the past
I am not currently a Salesforce CPQ & Billing customer but may purchase in the future
Please select your level of involvement.
What revenue management processes do you help your company complete? (select all that apply)
Available
Approve contracts & contract terms
Approve purchase orders and/or quotes
Approve quotes or purchase orders for sales teams
Assemble & negotiate contracts
Assemble & negotiate quotes for customer orders
Bill customers & send invoices
Collect payments & process credits
Make changes to customer orders
Prepare purchase orders
Renew contracts
Set up price lists & assign prices to products in internal systems
Set up product catalogs, product hierarchies, & internal user access
Track & fulfill customer orders
Select
Unselect
Chosen
Please provide
Please select revenue management processes.
Which of the following best describes your level of influence over your organization's CPQ solution?
I made the decision to purchase my company's CPQ solution
I was part of the decision to purchase my company's CPQ solution
I was not part of the decision to purchase my company's CPQ solution
Please select your level of involvement.
Which of the following revenue models represents your company’s approach? (select all that apply)
Available
Licenses or seat-based
One-time sales
Subscriptions
Term-based pricing
Usage & consumption pricing
Other, please specify
Select
Unselect
Chosen
Please provide
Please select following revenue models.
Other, please specify:
NET ZERO CLOUD
Please select the categories for which you were personally involved as part of your company’s annual reporting in the most recently-completed fiscal year. (select all that apply)
Available
Environmental
Governance
Social
Select
Unselect
Chosen
Please provide
Please select any of the following.
Which of the following ESG responsibilities, if any, do you regularly do in your day-to-day at work? (select all that apply)
Available
Calculate environmental impact to set goals & track metrics
Collect supply chain data to track carbon usage
Develop strategies to offset environmental impacts
Establish ESG goals
Form partnerships with external organizations
Gather social & governance data
Gather utility or energy consumption data to track carbon usage
Gather water and/or waste data
Implement and monitor strategies to operationalize & measure success
Manage sustainability team members
Report to investors or external stakeholders
Report to show progress internally
Research carbon offset providers or credits to purchase
Track the biodiversity impacts of your company
Other
Select
Unselect
Chosen
Please provide
Please select any of the following.
How would you rate your organization’s level of maturity in terms of ESG-related efforts?
Advanced: we have teams, processes, & systems in place. We have defined goals that we are measuring progress towards.
Getting started: defining priorities as we speak
Making progress: we have dedicated resources & are working on defining our path forward
Very Advanced: We’ve been doing this for several years & feel great about our processes.
Please select rate your organization’s level of maturity.
Analytics
How often do you use the following?
I clean/prep data for use and analysis
Daily
Weekly
Monthly
Rarely
Never
I create reports/dashboards for myself and/or others
Daily
Weekly
Monthly
Rarely
Never
I view other people’s reports/dashboards, but don’t create them myself
Daily
Weekly
Monthly
Rarely
Never
I create content incorporating data (e.g., presentations, reports, data visualizations, metrics)
Daily
Weekly
Monthly
Rarely
Never
I do advanced analytics or data science
Daily
Weekly
Monthly
Rarely
Never
I manage database systems or data platforms
Daily
Weekly
Monthly
Rarely
Never
I create and/or manage ETL processes
Daily
Weekly
Monthly
Rarely
Never
I manage people who are responsible for data preparation or analysis
Daily
Weekly
Monthly
Rarely
Never
I make decisions about data architecture and/or BI platforms.
Daily
Weekly
Monthly
Rarely
Never
I am an administrator for one or more BI platforms.
Daily
Weekly
Monthly
Rarely
Never
Other, please specify:
Which of the following do you do at least once a month? (select all that apply)
Available
Answer questions with data (e.g., perform data analytics, check metrics, make predictions)
Develop tools & data for analysis & decision-making (e.g., prepare data, build dashboards, etc.)
Ensure data systems and/or tools are optimized, secure, & compliant
Influence others' decision-making with data (e.g., create documents & presentations, make recommendations based on data, add data content to apps & wikis)
Make decisions & take actions using data (e.g., determine how to allocate resources, assign work items, prioritize work items)
Maintain system environment for my organization's data needs (e.g., manage system content, determine user guidelines, drive adoption)
Select
Unselect
Chosen
Please provide
Please select any of the following.
How long have you been using Tableau products (approximately)?
0-2 years
2-5 years
5-10 years
10+ years
Please select valid option.
How often, if at all, do you view dashboards/reports on mobile?
Daily
Weekly
Monthly
Rarely
Never
Please select valid option.
Please select the features or functionalities you most commonly use for Analytics. (select all that apply)
Available
CRM Analytics
CRM Analytics Mobile
Data Cloud Reporting
Einstein Copilot for Tableau
Einstein Discovery
Reports and Dashboards (Operational Analytics)
Revenue Intelligence or Service Intelligence
Tableau Desktop
Tableau Server
Tableau Cloud (formerly Tableau Online)
Tableau Prep Builder
Tableau Public
Tableau Pulse
Tableau Mobile
Tableau Bridge
Tableau Data Management
Other, please describe:
Select
Unselect
Chosen
Please provide
Please select any of the following.
Other (please specify):
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