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Voice of the Customer for Salesforce.
CX Index runs customer surveys on Salesforce and links every answer to the interaction behind it. Surveys start from Salesforce events, such as a case closing, or a chat or messaging session ending in Service Cloud, through the API. Genesys Cloud CX is our main focus, and we already run programmes for customers on Salesforce.
How it connects.
Through the Salesforce API. CX Index listens for events and reads the metadata of each interaction, so every answer arrives with its context.
How it works
From a Salesforce event to an answer you can act on.
Step 1
Connect CX Index to Salesforce through the API.
Step 2
Choose the events that start a survey, for example a case closing, or a chat or messaging session ending in Service Cloud.
Step 3
Set the channel and the questions. CX Index sends the survey while the experience is still fresh.
Step 4
Each answer is stored with the case number, case owner, queue, record type and account.
Step 5
Results, alerts and cases reach the right people, with the interaction behind every number.
Salesforce teams often run Genesys Cloud CX as well. CX Index can link the answer to the Genesys conversation and to the Salesforce case, so you see both sides of the story.
What you get
The full CX Index platform, on Salesforce.
AI on every comment
Sentiment, intent and topics for every answer, with your choice of LLM provider or your own model.
Canary early warning
Finds what changed in your customer data, explains why in plain English and starts the fix.
Close the loop
AI assisted case management, alerts to the right person and follow up with unhappy customers.
Scorecards and reporting
Gamified agent scorecards, dashboards for every role, scheduled reports and exports to Power BI, Tableau and Snowflake.
Every channel
Voice and IVR, outbound IVR, SMS, WhatsApp, Instagram, Facebook, email, chat, website and in app pop ups, kiosks and QR codes.
Security
ISO 27001 certified since 2018, hosted on AWS in more than 20 regions, with GDPR, CASL, LGPD and PIPL supported.
Other platforms
Last updated 21 October 2026
See it with your own data
See CX Index with your Salesforce data.
Half an hour, on your own journeys, in your own Genesys estate. We will show you exactly what this looks like for your organisation.
Questions
Frequently asked questions.
Does CX Index work with Salesforce?
Yes. CX Index connects to Salesforce through the API and already runs Voice of the Customer programmes for customers on Salesforce.
How does CX Index trigger surveys from Salesforce?
From Salesforce events, such as a case closing, or a chat or messaging session ending in Service Cloud. Each answer is stored with the case number, case owner, queue, record type and account.
Is CX Index only for Genesys?
No. Genesys Cloud CX is our main focus and where most of our customers run, and CX Index also works with Salesforce, Salesforce, ServiceNow and other leading platforms through the API.