Outcome Tracking Built for Salesforce
Create scored assessments, track participant outcomes over time, and prove program impact — all without leaving your org. No spreadsheets. No middleware. No data exports.
Your Funders Deserve More Than Spreadsheets.
Many organizations on Salesforce are still tracking program outcomes manually. Assessment data ends up in spreadsheets, survey tools, or disconnected apps. When a funder asks for an outcome report, it can take days to pull the data together. When a program director wants to see trends, they’re often waiting on someone to build a report.
OutcomeLens puts outcome tracking where your data already lives — inside Salesforce. Assessments score themselves. Trends calculate automatically. Program dashboards update in real time. Your team spends less time compiling data and more time acting on it.
HOW IT WORKS
Three Steps to Measure What Matters
1
Build
Create assessment templates with our visual editor. Choose from 11 input types, configure scoring rules, and set up outcome classifications — all without code. Your assessment is ready to deliver in minutes, not weeks.
2
Deliver
Deliver assessments to internal staff or external participants — on any device. Admins can embed questions directly in Salesforce Flows for full customization or use our ready-made assessment component out of the box. Conditional logic adapts the experience based on responses.
3
Track
Scores calculate automatically. Historical comparisons show how participants are progressing. Program dashboards surface trends, category breakdowns, and cohort analysis. Export to PDF for funder reports.
Automated Progress Tracking. Real-Time Program Performance.
OutcomeLens replaces manual scoring, spreadsheet tracking, and disconnected reporting with an end-to-end system that works the moment an assessment is submitted.
Assessments That Score Themselves
Define scoring rules once and OutcomeLens handles the rest. Map responses to point values, classify outcomes into categories like "At Risk" or "Thriving," and support both standardized instruments (PHQ-9, housing indices) and raw metrics (credit scores, income levels) in one system.
- ✓ Score-based and value-based classification in one platform
- ✓ Configurable categories with polarity-aware scoring
- ✓ 11 input types with built-in validation
Progress You Can See Over Time
Every assessment is automatically compared against the participant's baseline and most recent results. Trend indicators, sparkline charts, and change percentages show whether outcomes are improving — without anyone running a report.
- ✓ Baseline and period-over-period comparisons
- ✓ Sparkline trend charts on every category
- ✓ PDF export for funder reports
Program Performance at a Glance
Program dashboards aggregate assessment data across all participants in real time. See enrollment trends, outcome distributions, category heatmaps, and cohort comparisons — without waiting for someone to build a report.
- ✓ Real-time KPIs and trend charts
- ✓ Category distribution heatmaps
- ✓ Cohort analysis and dropout detection
One Assessment, Two Audiences
Build an assessment once and deliver it two ways. Internal Salesforce users take assessments inside Flows. External participants access the same assessment via Experience Cloud — on any device, with a branded experience. Same data model, same scoring engine, zero duplication.
- ✓ Embedded in Salesforce Flows for internal staff
- ✓ Experience Cloud for external respondents
- ✓ Conditional logic and adaptive question flow
Trust & Security
Your Data Stays in Your Org
OutcomeLens is a managed package installed directly in your Salesforce org. No external services, no API integrations to maintain, no data leaving your environment. It works with your existing security model and passes the AppExchange security review.
SR AppExchange Security Reviewed
FLS CRUD/FLS Enforced on All Data
0 External Dependencies
MP Managed Package with Auto Upgrades
USE CASES
Built for Organizations That Measure Impact
NP
Nonprofit & Human Services
Track program outcomes for funders. Measure participant progress from intake to exit. Run standardized assessments like housing stability indices, self-sufficiency matrices, and wellness screenings.
HC
Healthcare & Behavioral Health
Administer clinical assessments (PHQ-9, GAD-7, custom instruments). Track patient-reported outcomes over time. Classify severity levels automatically and monitor treatment progress.
ED
Education & Workforce Development
Assess student progress and program effectiveness. Track competency development across terms. Measure workforce readiness with scored rubrics and skill assessments.
ON THE ROADMAP
Agentforce-Powered Program Intelligence
We’re working on Agentforce integration to bring AI-assisted insights to OutcomeLens. Picture asking your Salesforce agent to generate a quarterly outcome summary, flag participants who may need attention, or draft a funder report—all drawn from your program’s own assessment data. Coming to the Impact Edition.
Choose Your Edition
If you’re building intake forms, data collection screens, or any Flow that needs more flexible input components, OutcomeLens has you covered.
- ✓ 6 input components for Flows
- ✓ Question renderer component
- ✓ 2 assessment templates
- ✓ Basic scoring (1 category)
- ✓ Experience Cloud delivery
For organizations running scored assessments and tracking participant outcomes.
- ✓ All 11 input components
- ✓ 10 templates, 5 categories each
- ✓ Conditional logic & skip rules
- ✓ Historical tracking & comparisons
- ✓ Scheduling, email, bulk assignment
- ✓ PDF export
For programs proving impact at scale with cross-assessment intelligence and analytics.
- ✓ Everything in Professional
- ✓ Unlimited templates & categories
- ✓ Cross-assessment routing & chaining
- ✓ Program dashboards & cohort analysis
- ✓ Audit trail & sensitivity controls
- ✓ Agentforce AI (coming soon)
FREE FOR EVERYONE
Not Running Scored Assessments? The Free Edition Still Delivers.
The Community Edition includes 6 production-ready input components and a dynamic question renderer for Salesforce Flows — at no cost. If you're building intake forms, data collection screens, or any Flow that needs better input components than what Salesforce ships out of the box, OutcomeLens has you covered.
Use them for anything — they're not limited to assessments. When you're ready to add scoring, tracking, and reporting, the upgrade path is there.
Start Tracking Outcomes Today
Install OutcomeLens from the Salesforce AppExchange and have your first assessment running in minutes.