Where assessment responses become a clear picture of participant outcomes.

OutcomeLens brings assessment building, scoring, progress tracking, and program reporting together inside Salesforce, so your team can see what is changing without exporting data or rebuilding reports by hand.

Request an early look

Built for nonprofits and human-service teams already using Salesforce.

From response to insight

  1. Step 01

    Create structured assessments

    Build assessments with reusable questions, scoring categories, classifications, and response options.

    Support intake questions, scored measures, satisfaction questions, progress tracking, and program-specific forms.

  2. Step 02

    Score responses automatically

    OutcomeLens applies scoring rules as responses are collected, including category scoring and classification logic.

    Staff do not have to calculate results manually or maintain separate scoring spreadsheets.

  3. Step 03

    Track change over time

    Each response becomes part of a participant history, so your team can compare baseline, latest result, and category-level progress.

  4. Step 04

    Report program results

    Program dashboards organize results across participants, categories, classifications, and response counts so leaders can see patterns without rebuilding the data.

Platform Capabilities

The data work behind your program, handled.

OutcomeLens scores responses, tracks progress, and surfaces program health the moment a form is submitted. Your team spends their time on the people, not the spreadsheet.

01

Scoring that happens the moment a form is saved

Set scoring rules once and OutcomeLens applies them on every submission. Responses map to point values or pass through as raw numbers, and category scores roll up into classifications like "At Risk" or "Thriving" automatically. Validated instruments like PHQ-9 and program-specific instruments like a housing index live in the same system.

  • ✓ Score-based and value-based scoring in one engine
  • ✓ Configurable categories with polarity-aware classification
  • ✓ 17 question types with built-in validation
Category Scores
Housing Stability
87
Thriving
Employment
72
Stable
Wellness
45
At Risk
02

Progress you can see over time

Every submission is compared against the participant's baseline and most recent result. Sparkline charts and change percentages show how each category is moving, so a case manager can open a record and see the trajectory at a glance.

  • ✓ Baseline and period-over-period comparisons on every category
  • ✓ Sparkline trends with polarity-aware direction
  • ✓ Four PDF report types, formatted for funder and board audiences
Participant Progress
Housing
+18.4%
Employment
+12.1%
Wellness
-6.2%
03

Program health, ready when you open the page

The Program Dashboard rolls up every form, response, and category score across your participants in real time. Completion rates, category heatmaps, classification distributions, and cohort comparisons are all there the next time someone opens the page.

  • ✓ KPIs for active forms, completion, and on-time response
  • ✓ Classification distribution and category heatmaps
  • ✓ Cohort analysis and dropout detection
Program Dashboard
248
Active Participants
78%
Showing Improvement
94%
Completion Rate
12
At Risk
04

One form, two ways to deliver it

A single form template works for both case managers inside Salesforce and participants on their phones. Internal staff complete forms inside Flows. External respondents complete the same form through a branded Experience Cloud site. The data model and scoring engine are identical on both sides.

  • ✓ Embedded in Salesforce Flows for internal staff
  • ✓ Experience Cloud delivery for external respondents on any device
  • ✓ Conditional logic and routing rules adapt the form as people answer
Delivery Tracks
SF
Salesforce Flow
Internal Users
EC
Experience Cloud
External Respondents
Shared data model, scoring, and reporting
Bundled with Every Install

Validated forms, ready on day one

OutcomeLens ships with nine pre-built form templates covering common behavioral health, human services, and education instruments. Use them as-is, clone them, or build your own from scratch.

Behavioral Health
✓
PHQ-9 Patient Health Questionnaire
Score-Based
✓
GAD-7 Generalized Anxiety Disorder
Score-Based
✓
Patient Activation Measure
Score-Based
Human Services
✓
Housing Stability Form
Score-Based
✓
Food Security Form
Score-Based
✓
Workforce Readiness Form
Score-Based
Education
✓
College Readiness Form
Score-Based
✓
Youth Development Form
Score-Based
✓
Social-Emotional Learning (SEL)
Score-Based
Templates load automatically on install, only if a template with the same unique name isn't already present.

Built for Salesforce from the start

OutcomeLens is not an external survey tool bolted onto Salesforce.

It works with the records, flows, users, and reporting patterns your organization already depends on.

Salesforce-native assessment delivery

Use OutcomeLens inside Salesforce Flow for internal staff workflows or Experience Cloud for participant-facing forms.

Flexible data mapping

Prefill assessments from Salesforce records and map responses back to the objects and fields that matter to your process.

Experience Cloud-ready

Deliver branded forms through Experience Cloud, including static forms, dynamic forms, and multi-step form chains.

Your Salesforce org
Salesforce Flow
Records and fields
Experience Cloud
Reporting
OutcomeLens
Participant

Participants do not need paid Salesforce licenses when forms are delivered through guest-user access.

OutcomeLens inside a Salesforce org, connected to Flow, records and fields, Experience Cloud, and reporting. A participant connects through Experience Cloud guest-user access.

Designed for responsible outcome reporting

OutcomeLens is built to keep context attached to the numbers.

Sample sizes remain visible. Measures retain their meaning. Incompatible scoring types are not blended into misleading averages. Reports can show progress without overstating what the data can prove.

That matters when your team is making program decisions, preparing board updates, or sharing results with funders.

  • Program decisions
  • Board updates
  • Funder reports
Illustrative report anatomy Context stays visible
Housing stability
46% Stable or thriving n=52
Sample size Remains attached to the result.
S2 Resilience Validated measure 0–10 scale
Housing Stability Program measure 0–23 scale
Measure type Scale and interpretation stay visible.
Participant satisfaction 4.6 / 5
Reported separately
Housing stability 10 / 23
Separate calculations Unlike scales do not become one average.
An illustrative report showing a visible sample size, named measure types and scales, and incompatible results reported separately.

Preparing for early release

OutcomeLens is preparing for its first release. We are inviting a small group of nonprofit Salesforce organizations to see the product, share how they currently measure participant progress, and help shape the early experience.

Request an early look